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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 %
ABLA
1801
Alan B. Lancz & Associates
Ohio
$474K – – –
DP
1802
Divergent Planning
Maryland
$472K +$181K +387 +62%
I
1803
InceptionR
California
$472K -$795K -1,635 -63%
MJRIC
1804
Mogy Joel R Investment Counsel
California
$471K – – –
FFO
1805
Fortitude Family Office
Arizona
$471K +$486 +1 +0.1%
JIC
1806
Joel Isaacson & Co
New York
$471K +$7.78K +16 +2%
RWM
1807
Riverbend Wealth Management
South Carolina
$471K +$471K +962 New
SIC
1808
Sterling Investment Counsel
New York
$469K – – –
CPC
1809
Congress Park Capital
New York
$467K +$24.3K +50 +5%
CCC
1810
Chesapeake Capital Corp
Florida
$466K -$597K -1,228 -56%
BFO
1811
Biltmore Family Office
North Carolina
$464K – – –
IAG
1812
Ipsen Advisor Group
Arkansas
$464K +$464K +954 New
FWM
1813
Forefront Wealth Management
Pennsylvania
$463K +$463K +953 New
AIM
1814
Advyzon Investment Management
Illinois
$463K +$463K +953 New
MAG
1815
MRA Advisory Group
New Jersey
$462K +$6.8K +14 +1%
MIFH
1816
Migdal Insurance & Financial Holdings
Israel
$462K -$650K -1,345 -58%
GWCM
1817
Godshalk Welsh Capital Management
Pennsylvania
$462K – – –
CAG
1818
Curtis Advisory Group
California
$462K – – –
FIM
1819
Freedom Investment Management
Connecticut
$461K +$94.8K +195 +26%
SFG
1820
Sterling Financial Group
California
$459K -$81.2K -167 -15%
FPW
1821
Fairvoy Private Wealth
Alabama
$455K +$455K +937 New
TL
1822
Tradewinds LLC
North Carolina
$454K -$112K -249 -20%
TCM
1823
Tandem Capital Management
New Jersey
$454K +$4.86K +10 +1%
CFP
1824
Catalyst Financial Partners
Massachusetts
$453K +$7.78K +16 +2%
CIG
1825
Cullen Investment Group
Louisiana
$452K +$3.4K +7 +0.8%
71 72
73
74 75