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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 %
GCA
1776
Genesee Capital Advisors
New York
$416K +$3.13K +7 +0.8%
GIP
1777
Granite Investment Partners
California
$415K – – –
FA
1778
Fermata Advisors
California
$415K +$415K +929 New
MF
1779
Meridian Financial
Massachusetts
$415K – – –
RS
1780
Rakuten Securities
Japan
$414K +$303K +679 +274%
AF
1781
Apexium Financial
Texas
$414K +$4.02K +9 +1%
FGAM
1782
Financial Gravity Asset Management
Texas
$413K +$413K +924 New
FFA
1783
Florida Financial Advisors
Florida
$412K -$102K -228 -20%
SCP
1784
Sivia Capital Partners
California
$412K +$149K +333 +56%
AC
1785
Avestar Capital
New York
$412K -$212K -475 -34%
PFGIA
1786
Patriot Financial Group Insurance Agency
Massachusetts
$411K -$197K -442 -32%
CNBOF
1787
City National Bank of Florida
Florida
$411K +$72.4K +162 +21%
MWA
1788
Monograph Wealth Advisors
California
$410K +$3.13K +7 +0.8%
MHR
1789
Matthew Hamilton Rosenberg
$410K +$16.1K +36 +4%
CIG
1790
Cullen Investment Group
Louisiana
$410K -$6.25K -14 -2%
PAS
1791
PKS Advisory Services
New York
$409K +$52.7K +118 +15%
I2I
1792
Insight 2811 Inc
Illinois
$409K -$4.47K -10 -1%
RWMG
1793
Redwood Wealth Management Group
New Jersey
$409K – – –
O3W
1794
Omni 360 Wealth
New Jersey
$408K +$9.82K +22 +2%
PIP
1795
Peachtree Investment Partners
Florida
$407K +$36.2K +81 +10%
BA
1796
Ballast Advisors
Minnesota
$407K -$3.57K -8 -0.9%
SAMT
1797
Select Asset Management & Trust
Pennsylvania
$405K – – –
EFG
1798
Ethos Financial Group
Pennsylvania
$404K – – –
FHC
1799
First Heartland Consultants
Missouri
$403K -$5.81K -13 -1%
PBK
1800
Peoples Bank (Kansas)
Kansas
$403K +$6.7K +15 +2%
70 71
72
73 74