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Lockheed Martin
LMT

Overview Fund Activity

2,536 hedge funds and large institutions have $77.5B invested in Lockheed Martin in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 1,028 increasing their positions, 1,027 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,536
Holders Change
-132
Holders Change %
-4.95%
% of All Funds
34.45%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.52%
New
143
Increased
1,028
Reduced
1,027
Closed
215
Calls
$1.91B
Puts
$1.58B
Net Calls
+$328M
Net Calls Change
+$523M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$250M
2
Marshall Wace
Marshall Wace
United Kingdom
+$206M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$157M
4
BlackRock
BlackRock
New York
+$137M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$135M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$542M
2
Capital World Investors
Capital World Investors
California
-$296M
3
Wells Fargo
Wells Fargo
California
-$232M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
5
State Street
State Street
Massachusetts
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSCM
1451
McElhenny Sheffield Capital Management
Texas
$711K -$3.57K -8 -0.5%
SCM
1452
Stevens Capital Management
Pennsylvania
$710K -$1.1M -2,459 -61%
CB
1453
CNB Bank
Pennsylvania
$709K -$206K -462 -23%
NFG
1454
Nations Financial Group
Iowa
$708K -$500K -1,118 -41%
HVIA
1455
Hudson Valley Investment Advisors
New York
$707K -$104K -233 -13%
RA
1456
RiverPark Advisors
New York
$707K – – –
RPWA
1457
Regent Peak Wealth Advisors
Georgia
$706K -$12.1K -27 -2%
MLA
1458
My Legacy Advisors
Oregon
$706K -$15.6K -35 -2%
BAAM
1459
Baker Avenue Asset Management
California
$704K +$56.7K +127 +9%
SAI
1460
Savvy Advisors Inc
New York
$703K -$449K -1,006 -39%
MWM
1461
MOKAN Wealth Management
Kansas
$703K -$927K -2,074 -57%
MFF
1462
Michels Family Financial
Texas
$700K +$466K +1,042 +199%
C
1463
Croban
Ohio
$699K +$699K +1,564 New
LA
1464
LM Advisors
California
$696K +$15.2K +34 +2%
OKSA
1465
O'Keefe Stevens Advisory
New York
$696K +$151K +337 +28%
CFO
1466
CVA Family Office
Colorado
$696K -$1.79K -4 -0.3%
MPPW
1467
Mitchell & Pahl Private Wealth
Oklahoma
$695K – – –
CWM
1468
Certus Wealth Management
California
$695K – – –
TLCM
1469
Twin Lakes Capital Management
California
$693K +$4.91K +11 +0.7%
WF
1470
Warner Financial
Maryland
$692K – – –
LWM
1471
Liberty Wealth Management
California
$691K +$8.93K +20 +1%
CMS
1472
Capital Market Strategies
Florida
$691K -$147K -330 -18%
BB
1473
Berkshire Bank
Massachusetts
$688K +$21K +47 +3%
CW
1474
Curio Wealth
Maryland
$687K -$4.12M -12 -86%
QL
1475
Quarry LP
New York
$686K +$552K +1,236 +412%
57 58
59
60 61