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Lockheed Martin

2,692 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 355 funds opening new positions, 1,064 increasing their positions, 930 reducing their positions, and 214 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 355 | Existing positions closed: 214

14% more repeat investments, than reductions

Existing positions increased: 1,064 | Existing positions reduced: 930

4% more funds holding

Funds holding: 2,5992,692 (+93)

0.09% more ownership

Funds ownership: 73.7%73.8% (+0.09%)

10% less call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.99B

14% less capital invested

Capital invested by funds: $102B → $87B (-$14.7B)

43% less funds holding in top 10

Funds holding in top 10: 7543 (-32)

Holders
2,692
Holders Change
+93
Holders Change %
+3.58%
% of All Funds
35.45%
Holding in Top 10
43
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-42.67%
% of All Funds
0.57%
New
355
Increased
1,064
Reduced
930
Closed
214
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$42.5M -$931K -1,707 -2%
WIC
152
Willis Investment Counsel
Georgia
$42.3M +$2.17M +3,979 +5%
RFC
153
Regions Financial Corp
Alabama
$41.9M +$3M +5,503 +7%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$41.7M +$11.7M +21,437 +33%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$41.5M -$2.95M -5,416 -6%
Comerica Bank
156
Comerica Bank
Texas
$40.5M +$500K +918 +1%
MML Investors Services
157
MML Investors Services
Massachusetts
$40.1M -$9.54M -17,495 -17%
CPSAC
158
Chas P. Smith & Associates (CPS)
Florida
$40.1M +$505K +926 +1%
SIC
159
Schwartz Investment Counsel
Michigan
$39.8M
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
$38.3M -$476K -874 -1%
TI
161
Tidal Investments
Wisconsin
$38.3M +$28.9M +52,955 +205%
ACM
162
Advisors Capital Management
New Jersey
$37.9M +$1.02M +1,862 +2%
Nomura Asset Management
163
Nomura Asset Management
Japan
$37.5M -$799K -1,465 -2%
State of Tennessee, Department of Treasury
164
State of Tennessee, Department of Treasury
Tennessee
$37.1M -$7.41M -13,589 -15%
TAM
165
Tocqueville Asset Management
New York
$36.7M -$219K -402 -0.5%
SFA
166
Spectrum Financial Alliance
Kentucky
$36.2M +$915K +1,679 +2%
BFM
167
Boston Financial Management
Massachusetts
$36M +$237K +435 +0.6%
PNC
168
Park National Corp
Ohio
$35.4M +$263K +482 +0.7%
CI
169
Conning Inc
Connecticut
$35.2M +$3.4M +6,246 +9%
AC
170
Avenir Corporation
Virginia
$34.9M -$1.79M -3,281 -4%
KAS
171
Kestra Advisory Services
Texas
$34.8M -$7.06M -12,959 -15%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$34.5M -$2.55M -4,684 -6%
SEI Investments
173
SEI Investments
Pennsylvania
$34.4M -$16.6M -30,480 -30%
FHA
174
First Horizon Advisors
Tennessee
$33.7M +$1.17M +2,151 +3%
RAM
175
Resona Asset Management
Japan
$33.7M -$2.08M -3,814 -5%

LMT Hedge Fund Activity: Q4 2024 in Review

2,692 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2024, worth a combined $87B — down 14% from $102B a quarter earlier.

Buyers outnumbered sellers: 355 funds opened new LMT positions and 214 closed out — a net gain of 141 holders — while 1,064 added to existing stakes and 930 trimmed.

The largest buyer was Charles Schwab, adding an estimated $617M. The largest seller was International Assets Investment Management, cutting an estimated $848M.

  • 2,692 institutional investors held Lockheed Martin (LMT) as of Q4 2024, up from 2,599 in Q3 2024.
  • Funds reported $87B of Lockheed Martin stock for Q4 2024, down 14% quarter-over-quarter.
  • 355 funds opened new Lockheed Martin positions in Q4 2024 and 214 closed out, a net change of +141 holders.
  • The largest Lockheed Martin buyer in Q4 2024 was Charles Schwab, an estimated $617M added.
  • The largest Lockheed Martin seller in Q4 2024 was International Assets Investment Management, an estimated $848M sold.

Based on aggregated 13F filings for Q4 2024.