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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 %
PSP
1651
Principal Street Partners
Tennessee
$597K -$5.59M -11,494 -90%
DWM
1652
Dogwood Wealth Management
Kansas
$597K +$184K +378 +44%
OKSA
1653
O'Keefe Stevens Advisory
New York
$593K +$165K +340 +39%
NL
1654
NWAM LLC
Washington
$592K -$82.6K -170 -12%
IB
1655
Intrust Bank
Kansas
$591K -$486 -1 -0.1%
IPW
1656
Impact Partnership Wealth
Georgia
$588K +$279K +574 +90%
KWM
1657
Keebeck Wealth Management
Illinois
$587K +$21.9K +45 +4%
HAFS
1658
Hapanowicz & Associates Financial Services
Pennsylvania
$586K – – –
SWA
1659
SOA Wealth Advisors
New York
$585K +$3.89K +8 +0.7%
CCP
1660
Carmel Capital Partners
California
$585K +$1.46K +3 +0.3%
LTI
1661
Laffer Tengler Investments
Tennessee
$582K -$2.8M -5,765 -83%
EFSCE
1662
Enterprise Financial Services Corp (EFSC)
Missouri
$582K -$25.3K -52 -4%
KWS
1663
Keystone Wealth Services
California
$581K +$147K +302 +34%
RWPA
1664
Richard W. Paul & Associates
Michigan
$580K +$9.23K +19 +2%
SWP
1665
Strategic Wealth Partners
Ohio
$579K +$63.9K +147 +12%
CIA
1666
Cohen Investment Advisors
New Hampshire
$576K +$8.26K +17 +1%
AIP
1667
Almanack Investment Partners
Pennsylvania
$575K +$16K +33 +3%
MC
1668
Matisse Capital
Oregon
$574K – – –
PMSA
1669
Patrick M. Sweeney & Associates
Illinois
$573K +$5.83K +12 +1%
GC
1670
Gilbert & Cook
Iowa
$571K +$6.8K +14 +1%
FPL
1671
Fortress Private Ledger
North Carolina
$569K +$569K +1,171 New
JSL
1672
JT Stratford LLC
Georgia
$569K -$19.4K -40 -3%
PCG
1673
PFC Capital Group
California
$568K -$24.3K -50 -4%
WFI
1674
West Family Investments
California
$566K -$5.35K -11 -0.9%
GCM
1675
Graham Capital Management
Connecticut
$565K -$1.87M -3,838 -77%
65 66
67
68 69