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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 %
RIA
1876
Realta Investment Advisors
Delaware
$426K -$175K -364 -29%
HFA
1877
High Falls Advisors
New York
$426K -$6.81K -14 -2%
AWA
1878
Acorn Wealth Advisors
Michigan
$425K +$1.94K +4 +0.5%
BDA
1879
Borer Denton & Associates
Pennsylvania
$424K – – –
LJCM
1880
Lee Johnson Capital Management
Texas
$424K – – –
BWM
1881
Birchcreek Wealth Management
Ohio
$424K +$3.89K +8 +0.9%
OC
1882
Opinicus Capital
Florida
$424K +$14.6K +30 +4%
LA
1883
Legacy Advisors
Pennsylvania
$423K -$22.8K -47 -5%
ONSWM
1884
Old North State Wealth Management
North Carolina
$423K +$69.4K +142 +20%
PSCM
1885
Per Stirling Capital Management
Texas
$420K -$95.8K -197 -19%
CWM
1886
Centurion Wealth Management
Virginia
$417K +$4.37K +9 +1%
TI
1887
tru Independence
Oregon
$417K +$2.91K +6 +0.7%
SIC
1888
Sigma Investment Counselors
Michigan
$417K – – –
V
1889
ViaWealth
Kansas
$416K +$2.43K +5 +0.6%
AAMU
1890
AEGON Asset Management (UK)
United Kingdom
$416K – – –
WWG
1891
West Wealth Group
California
$416K +$2.43K +5 +0.6%
MAA
1892
Mraz Amerine & Associates
California
$415K – – –
PIA
1893
Perennial Investment Advisors
California
$415K +$71.8K +148 +21%
PWPS
1894
Pinnacle Wealth Planning Services
Ohio
$415K -$249K -512 -37%
SSWM
1895
Sheets Smith Wealth Management
North Carolina
$415K +$9.72K +20 +2%
HCM
1896
Hodges Capital Management
Texas
$412K -$9.72K -20 -2%
FMLI
1897
Fukoku Mutual Life Insurance
Japan
$410K – – –
BONH
1898
Bank of New Hampshire
New Hampshire
$410K – – –
IA
1899
Integrity Alliance
Iowa
$408K +$408K +840 New
BOS
1900
Bank of Stockton
California
$407K +$98.2K +202 +32%
74 75
76
77 78