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Lockheed Martin
LMT

Overview Fund Activity

2,668 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,059 increasing their positions, 927 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.51%
Holding in Top 10
43
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-41.89%
% of All Funds
0.57%
New
344
Increased
1,059
Reduced
927
Closed
212
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$550M
2
VanEck Associates
VanEck Associates
New York
+$247M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$230M
4
Squarepoint
Squarepoint
New York
+$212M
5
Invesco
Invesco
Georgia
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$750M
2
BlackRock
BlackRock
New York
-$536M
3
Wells Fargo
Wells Fargo
California
-$268M
4
Barclays
Barclays
United Kingdom
-$236M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
1476
Altus Wealth Group
Colorado
$800K -$30.6K -63 -4%
TF
1477
Trek Financial
Arizona
$800K +$198K +408 +33%
AG
1478
AlTi Global
New York
$800K +$9.31K +19 +1%
ECA
1479
Elevate Capital Advisors
Colorado
$796K +$796K +1,639 New
ZIG
1480
Zullo Investment Group
Pennsylvania
$795K -$10.2K -21 -1%
WTB
1481
Washington Trust Bank
Washington
$792K +$288K +593 +57%
DWM
1482
DKM Wealth Management
California
$790K +$790K +1,626 New
PRP
1483
Peak Retirement Planning
Ohio
$788K +$788K +1,611 New
WCM
1484
Washington Capital Management
Washington
$787K -$7.29K -15 -0.9%
SAM
1485
Sompo Asset Management
Japan
$787K -$607K -1,250 -44%
IWM
1486
Integris Wealth Management
California
$785K -$972 -2 -0.1%
MLA
1487
My Legacy Advisors
Oregon
$782K -$79.4K -164 -9%
RPWA
1488
Regent Peak Wealth Advisors
Georgia
$782K +$4.37K +9 +0.6%
MCP
1489
Militia Capital Partners
Nevada
$778K +$778K +1,600 New
MSCM
1490
McElhenny Sheffield Capital Management
Texas
$777K +$5.83K +12 +0.8%
VFM
1491
Vision Financial Markets
Connecticut
$777K +$777K +1,600 New
RWM
1492
RKL Wealth Management
Pennsylvania
$775K -$78.2K -161 -9%
HC
1493
Hurley Capital
New York
$774K +$774K +1,606 New
HAG
1494
HF Advisory Group
Maryland
$773K -$67.5K -139 -8%
BIG
1495
Brooklyn Investment Group
New York
$772K +$3.89K +8 +0.5%
BWP
1496
BSW Wealth Partners
Colorado
$772K +$364K +750 +89%
DWT
1497
Dorsey & Whitney Trust
South Dakota
$771K -$312K -643 -29%
RA
1498
RiverPark Advisors
New York
$769K +$56.9K +117 +8%
HAS
1499
HBW Advisory Services
California
$768K -$40.3K -83 -5%
UB
1500
Umpqua Bank
Oregon
$767K -$74.1K -153 -9%
58 59
60
61 62