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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 %
CPG
1651
Cornerstone Planning Group
New Jersey
$502K +$9.73K +21 +2%
AWM
1652
Accel Wealth Management
Iowa
$502K +$894 +2 +0.2%
GWP
1653
Gateway Wealth Partners
Wisconsin
$501K +$447 +1 +0.1%
KW
1654
Keyvantage Wealth
Pennsylvania
$501K -$91.1K -204 -15%
BFG
1655
Bouchey Financial Group
New York
$501K +$7.15K +16 +1%
LCGC
1656
Legacy Capital Group California
California
$501K +$18.3K +41 +4%
LA
1657
Lifeworks Advisors
Michigan
$499K +$287K +642 +135%
CAAS
1658
Capital Asset Advisory Services
Michigan
$499K -$204K -450 -29%
AMCA
1659
Arthur M. Cohen & Associates
Illinois
$497K – – –
PCG
1660
PFC Capital Group
California
$496K -$25.9K -58 -5%
ECA
1661
Elevated Capital Advisors
Utah
$496K -$4.02K -9 -0.8%
EWM
1662
Evermay Wealth Management
Virginia
$496K -$19.6K -44 -4%
AC
1663
Apella Capital
Connecticut
$494K +$494K +1,069 New
EFG
1664
Elm3 Financial Group
Georgia
$494K -$92.5K -207 -16%
PSP
1665
Principal Street Partners
Tennessee
$493K -$55.4K -124 -10%
BI
1666
Bolthouse Investments
California
$491K – – –
PAM
1667
Paradigm Asset Management
New York
$491K – – –
MIC
1668
Means Investment Company
Maine
$489K -$87.1K -195 -15%
WH
1669
Willner & Heller
California
$489K -$24.6K -55 -5%
RCM
1670
Riverpark Capital Management
New York
$487K – – –
QCM
1671
Qsemble Capital Management
New York
$486K -$5.68M -12,721 -92%
TWP
1672
Tempus Wealth Planning
California
$486K +$19.2K +43 +4%
NFA
1673
Northern Financial Advisors
Michigan
$486K -$29.5K -66 -6%
AG
1674
AmeriFlex Group
Nevada
$485K +$250K +559 +106%
TF
1675
Tudor Financial
Ohio
$485K +$447 +1 +0.1%
65 66
67
68 69