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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 %
RFA
1576
Resurgent Financial Advisors
Georgia
$663K +$32.1K +66 +5%
MIM
1577
Marshall Investment Management
Colorado
$663K +$663K +1,133 New
SWA
1578
SFMG Wealth Advisors
Texas
$662K +$238K +490 +56%
PFGIA
1579
Patriot Financial Group Insurance Agency
Massachusetts
$662K +$36.4K +75 +6%
KIM
1580
Kestra Investment Management
Texas
$662K +$248K +510 +60%
NWM
1581
Northcape Wealth Management
New York
$661K – – –
BWM
1582
BCS Wealth Management
Tennessee
$660K +$660K +1,358 New
GWM
1583
GDS Wealth Management
Texas
$660K -$21.4K -44 -3%
SMC
1584
Smith, Moore & Co
Missouri
$659K -$4.86K -10 -0.7%
PWAM
1585
Pinnacle West Asset Management
Wyoming
$658K +$4.86K +10 +0.7%
CWM
1586
Certus Wealth Management
California
$658K -$73.1K -163 -10%
FMII
1587
Farmers & Merchants Investments Inc
Nebraska
$658K -$486 -1 -0.1%
BWP
1588
Balboa Wealth Partners
Arizona
$658K -$98.7K -203 -13%
CF
1589
Convergence Financial
Missouri
$657K +$117K +241 +22%
SFG
1590
Shum Financial Group
California
$657K +$8.26K +17 +1%
EFG
1591
Everhart Financial Group
Ohio
$656K -$210K -432 -24%
CLA
1592
Carnegie Lake Advisors
New Jersey
$656K – – –
CA
1593
CWC Advisors
Oregon
$656K -$34K -70 -5%
FAM
1594
Formidable Asset Management
Ohio
$656K -$12.1K -25 -2%
ANTB
1595
AMG National Trust Bank
Colorado
$655K -$119K -245 -15%
KFA
1596
Kapstone Financial Advisors
Ohio
$655K +$12.7K +28 +2%
RPGK
1597
Retirement Planning Group (Kansas)
Kansas
$655K +$32.1K +66 +5%
MCM
1598
Monument Capital Management
Virginia
$654K +$18.5K +38 +3%
MPAM
1599
Murphy Pohlad Asset Management
Minnesota
$651K – – –
TFA
1600
Toth Financial Advisory
Virginia
$649K +$1.46K +3 +0.2%
62 63
64
65 66