LMT icon

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 %
OC
1901
Opinicus Capital
Florida
$342K -$48.2K -108 -12%
SIC
1902
Sigma Investment Counselors
Michigan
$341K -$42K -94 -11%
TWM
1903
Topsail Wealth Management
North Carolina
$341K +$447 +1 +0.1%
FWP
1904
Firethorn Wealth Partners
Georgia
$340K +$25.9K +58 +8%
LF
1905
LifePlan Financial
Minnesota
$340K +$340K +760 New
ICP
1906
Interchange Capital Partners
Pennsylvania
$339K +$60.7K +136 +22%
FCG
1907
Fielder Capital Group
Tennessee
$339K +$17.4K +39 +5%
CCC
1908
Compass Capital Corp
Massachusetts
$337K – – –
AIA
1909
AssuredPartners Investment Advisors
Florida
$337K -$20.6K -46 -6%
FIM
1910
Freedom Investment Management
Connecticut
$337K -$87.1K -195 -21%
VCM
1911
Versant Capital Management
Arizona
$336K +$231K +517 +219%
PCTC
1912
Perkins Coie Trust Company
Washington
$336K -$5.81K -13 -2%
HG
1913
Harbor Group
New Hampshire
$336K +$1.34K +3 +0.4%
FPW
1914
Fairvoy Private Wealth
Alabama
$336K -$82.6K -185 -20%
CWM
1915
Compass Wealth Management
Connecticut
$335K – – –
AWM
1916
Aries Wealth Management
Maine
$335K -$24.1K -54 -7%
MIA
1917
MMBG Investment Advisors
Florida
$335K – – –
CWC
1918
Carolinas Wealth Consulting
North Carolina
$333K -$25K -56 -7%
FAG
1919
Fortitude Advisory Group
Washington
$332K -$13.8K -29 -4%
REMPR
1920
Roof Eidam Maycock Peralta (REMP)
California
$331K -$31.3K -70 -9%
HCM
1921
Highview Capital Management
Illinois
$331K – – –
CT
1922
Clearstead Trust
Maine
$331K -$7.6K -17 -2%
PFW
1923
Petros Family Wealth
Minnesota
$330K -$31.3K -70 -9%
BP
1924
BBR Partners
New York
$330K -$4.02K -9 -1%
LWM
1925
Lakeridge Wealth Management
Ohio
$330K +$13.4K +30 +4%
75 76
77
78 79