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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 %
MTWM
1551
Masso Torrence Wealth Management
New Jersey
$597K +$47.4K +106 +9%
KA
1552
Kozak & Associates
Colorado
$597K +$4.28K +9 +0.7%
FFO
1553
Fiduciary Family Office
Florida
$596K +$596K +1,335 New
SCI
1554
Silver Coast Investments
United States
$593K +$893 +2 +0.2%
OWP
1555
Obermeyer Wealth Partners
Colorado
$592K -$17.6M -39,409 -97%
FAT
1556
First American Trust
California
$588K +$9.38K +21 +2%
IF
1557
Ironwood Financial
Arizona
$587K +$1.79K +4 +0.3%
W
1558
WPWealth
Texas
$586K -$3.58K -8 -0.6%
KFS
1559
Kelly Financial Services
Massachusetts
$585K +$23.7K +53 +4%
BWP
1560
Balboa Wealth Partners
Arizona
$585K -$19.6K -44 -3%
RT
1561
Rockland Trust
Massachusetts
$584K – – –
CS
1562
Crescent Sterling
Louisiana
$583K +$4.47K +10 +0.8%
KWM
1563
Keebeck Wealth Management
Illinois
$579K +$39.8K +89 +7%
OFG
1564
Oxford Financial Group
Indiana
$578K -$9.83K -22 -2%
EIA
1565
Edgemoor Investment Advisors
Maryland
$578K -$11.2K -25 -2%
ABWM
1566
Alpine Bank Wealth Management
Colorado
$577K +$577K +1,292 New
GWM
1567
GDS Wealth Management
Texas
$573K -$33.5K -75 -6%
SNB
1568
Security National Bank
Nebraska
$572K -$5.65M -12,659 -91%
GPA
1569
Garrison Point Advisors
California
$570K -$20.1K -45 -3%
FCA
1570
Fortis Capital Advisors
Kansas
$570K +$63K +141 +12%
ARC
1571
Advisor Resource Council
Texas
$570K +$570K +1,345 New
DFCM
1572
Dark Forest Capital Management
Puerto Rico
$568K +$568K +1,271 New
WBC
1573
West Branch Capital
Massachusetts
$566K -$336K -752 -37%
WP
1574
Westmount Partners
California
$565K -$125K -279 -18%
CIA
1575
Choate Investment Advisors
Massachusetts
$564K -$2.23K -5 -0.4%
61 62
63
64 65