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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 %
BWG
1726
Berry Wealth Group
Texas
$528K – – –
RWA
1727
Rooted Wealth Advisors
Illinois
$528K +$188K +406 +55%
RCM
1728
Raleigh Capital Management
North Carolina
$528K +$39.9K +82 +8%
TF
1729
Tudor Financial
Ohio
$527K +$63.7K +131 +14%
HWA
1730
HMV Wealth Advisors
Louisiana
$527K +$527K +1,084 New
LCGC
1731
Legacy Capital Group California
California
$525K +$9.23K +19 +2%
MWM
1732
Modern Wealth Management
Kansas
$524K +$147K +303 +39%
SQA
1733
Simon Quick Advisors
New Jersey
$524K +$64.6K +133 +14%
TCM
1734
Thoma Capital Management
Maryland
$524K +$524K +1,078 New
FDS
1735
First Dallas Securities
Texas
$522K – – –
MM
1736
Meridian Management
Arkansas
$520K +$2.43K +5 +0.5%
MWAM
1737
Manhattan West Asset Management
California
$519K -$68.6K -141 -12%
OBWG
1738
Onyx Bridge Wealth Group
New York
$519K -$1.46K -3 -0.3%
KA
1739
KLCM Advisors
Wisconsin
$518K +$6.32K +13 +1%
CPA
1740
Cardiff Park Advisors
California
$518K -$43.3K -89 -8%
RMDI
1741
R.M. Davis Inc
Maine
$518K +$12.6K +26 +3%
WF
1742
Wayfinding Financial
Washington
$516K +$516K +1,062 New
FWM
1743
Fingerlakes Wealth Management
New York
$515K -$45.7K -94 -8%
SFFS
1744
Stonehage Fleming Financial Services
Jersey
$515K – – –
JSW
1745
Journey Strategic Wealth
New Jersey
$513K -$37.9K -78 -7%
HPIA
1746
Hamilton Point Investment Advisors
North Carolina
$510K +$11.2K +23 +2%
MCM
1747
Manchester Capital Management
Vermont
$509K -$1.94K -4 -0.4%
ECAM
1748
East Coast Asset Management
Massachusetts
$509K – – –
NCFG
1749
New Century Financial Group
New Jersey
$509K -$183K -381 -27%
SWA
1750
Stratos Wealth Advisors
Ohio
$508K -$50.1K -103 -9%
68 69
70
71 72