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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 %
FMWA
1751
Forvis Mazars Wealth Advisors
Missouri
$508K -$12.1K -25 -2%
TWP
1752
Tempus Wealth Planning
California
$508K +$45.2K +93 +10%
SR
1753
Syntax Research
Florida
$506K +$486 +1 +0.1%
SIG
1754
Sargent Investment Group
Maryland
$506K +$13K +27 +3%
CWM
1755
Crowley Wealth Management
Delaware
$505K +$505K +1,040 New
JCM
1756
J2 Capital Management
Michigan
$503K +$503K +1,035 New
OW
1757
Olistico Wealth
Oklahoma
$500K – – –
GWM
1758
Greenhouse Wealth Management
Connecticut
$498K – – –
PWM
1759
Prentice Wealth Management
New York
$498K +$486 +1 +0.1%
SWM
1760
SFG Wealth Management
Maryland
$497K +$486 +1 +0.1%
DWM
1761
DecisionMap Wealth Management
Virginia
$496K +$496K +1,021 New
TWM
1762
Tradition Wealth Management
Minnesota
$496K -$115K -236 -19%
PCMC
1763
Private Capital Management (Colorado)
Colorado
$496K -$9.72K -20 -2%
AGP
1764
Autumn Glory Partners
Texas
$496K -$854K -1,757 -63%
WCA
1765
Westover Capital Advisors
Delaware
$495K +$21.9K +45 +5%
LA
1766
Latitude Advisors
Florida
$493K -$130K -267 -21%
OHWP
1767
Oak Harbor Wealth Partners
North Carolina
$493K -$15.1K -31 -3%
BSB
1768
Bangor Savings Bank
Maine
$492K -$14.6K -30 -3%
IA
1769
Inspire Advisors
Idaho
$492K +$5.35K +11 +1%
SAW
1770
Signal Advisors Wealth
Michigan
$491K +$43.7K +90 +10%
CWP
1771
CFM Wealth Partners
Texas
$491K +$14.6K +30 +3%
HFS
1772
HBC Financial Services
Washington
$491K – – –
GWMR
1773
GC Wealth Management RIA
Massachusetts
$491K +$5.83K +12 +1%
FPCP
1774
Fort Point Capital Partners
California
$490K +$1.94K +4 +0.4%
AFM
1775
Aspetuck Financial Management
Connecticut
$488K +$488K +1,005 New
69 70
71
72 73