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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 %
BIAS
1476
Beacon Investment Advisory Services
New Jersey
$685K -$400K -895 -37%
CSC
1477
Caldwell Sutter Capital
California
$683K -$52.7K -118 -7%
RWM
1478
RKL Wealth Management
Pennsylvania
$683K -$29.5K -66 -4%
BOJHT
1479
Bank of Jackson Hole Trust
Wyoming
$680K – – –
CAWM
1480
Capital Advisors Wealth Management
Washington
$679K +$38.9K +87 +6%
SEIA
1481
Signature Estate & Investment Advisors
California
$678K +$165K +369 +32%
BA
1482
Bristlecone Advisors
Washington
$678K +$105K +235 +18%
TCM
1483
Twin Capital Management
Pennsylvania
$677K +$677K +1,516 New
WBWA
1484
William B. Walkup & Associates
South Carolina
$676K +$64.8K +145 +11%
TWA
1485
TCI Wealth Advisors
Arizona
$668K -$893 -2 -0.1%
WBG
1486
Wharton Business Group
Pennsylvania
$668K – – –
CFA
1487
CWS Financial Advisors
Michigan
$668K +$19.2K +43 +3%
AC
1488
AlphaCore Capital
California
$668K +$297K +664 +80%
AC
1489
Amitell Capital
Singapore
$663K +$663K +1,485 New
SRC
1490
Shufro Rose & Co
New York
$661K +$893 +2 +0.1%
SAM
1491
Sompo Asset Management
Japan
$661K -$62.5K -140 -9%
CG
1492
CFO4Life Group
Texas
$659K -$134K -301 -17%
LWAM
1493
Legacy Wealth Asset Management
Minnesota
$658K -$13.4K -30 -2%
CS
1494
Capital Square
Tennessee
$658K -$7.15K -16 -1%
RIA
1495
Regal Investment Advisors
Michigan
$657K +$29.5K +66 +5%
BWM
1496
BankPlus Wealth Management
Mississippi
$657K +$23.7K +53 +4%
WPA
1497
West Paces Advisors
Georgia
$656K -$33.1K -74 -5%
AAM
1498
Auxier Asset Management
Oregon
$656K -$2.68K -6 -0.4%
EFG
1499
Everhart Financial Group
Ohio
$656K +$52.7K +118 +9%
WFA
1500
Wade Financial Advisory
California
$655K -$11.2K -25 -2%
58 59
60
61 62