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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 %
MA
1676
MCF Advisors
Kentucky
$484K -$11.6K -26 -2%
HWA
1677
HMV Wealth Advisors
Louisiana
$484K – – –
IA
1678
Intellus Advisors
Florida
$482K -$594K -1,330 -55%
SIC
1679
Salem Investment Counselors
North Carolina
$480K +$42.9K +96 +10%
WCM
1680
Whitener Capital Management
North Carolina
$480K -$269K -602 -36%
NAS
1681
Nicolet Advisory Services
Wisconsin
$479K -$2.32K -5 -0.5%
CWA
1682
Clearview Wealth Advisors
Oregon
$478K -$16.5K -37 -3%
PWW
1683
Pettyjohn Wood & White
Virginia
$478K -$189K -422 -28%
KA
1684
KLCM Advisors
Wisconsin
$476K – – –
CPSC
1685
Carl P. Sherr & Co
Massachusetts
$476K -$97.8K -219 -17%
SFFS
1686
Stonehage Fleming Financial Services
Jersey
$474K – – –
HAG
1687
HF Advisory Group
Maryland
$472K -$239K -535 -34%
CPA
1688
Cardiff Park Advisors
California
$471K -$4.91K -11 -1%
JSW
1689
Journey Strategic Wealth
New Jersey
$470K -$893 -2 -0.2%
FCA
1690
FLC Capital Advisors
California
$468K +$24.1K +54 +5%
MM
1691
Meridian Management
Arkansas
$468K -$10.7K -24 -2%
EE
1692
EWG Elevate
California
$467K +$467K +1,045 New
GWMR
1693
GC Wealth Management RIA
Massachusetts
$466K +$15.2K +34 +3%
SR
1694
Syntax Research
Florida
$466K +$447 +1 +0.1%
SIG
1695
Sargent Investment Group
Maryland
$464K -$4.02K -9 -0.9%
SWM
1696
SFG Wealth Management
Maryland
$463K +$5.81K +13 +1%
GPW
1697
Gentry Private Wealth
Kansas
$461K +$461K +1,033 New
AWA
1698
Alta Wealth Advisors
Massachusetts
$461K -$54.9K -123 -11%
ONSWM
1699
Old North State Wealth Management
North Carolina
$461K +$71.5K +159 +18%
HC
1700
Hamilton Capital
Ohio
$460K +$143K +321 +45%
66 67
68
69 70