LMT icon

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 %
AIA
1926
AssuredPartners Investment Advisors
Florida
$389K +$389K +801 New
PDL
1927
Portfolio Design Labs
California
$389K +$389K +801 New
CWC
1928
Carolinas Wealth Consulting
North Carolina
$389K +$1.46K +3 +0.4%
DK
1929
DJE Kapital
Germany
$389K +$389K +800 New
CAM
1930
Covenant Asset Management
New Jersey
$388K -$4.86K -10 -1%
PAS
1931
PKS Advisory Services
New York
$388K +$388K +798 New
LCM
1932
LRT Capital Management
Texas
$388K +$81.6K +168 +27%
CPW
1933
Catalyst Private Wealth
California
$385K +$35K +72 +10%
GCM
1934
Gallacher Capital Management
Colorado
$384K -$25.7K -53 -6%
SFS
1935
Sharp Financial Services
Pennsylvania
$384K +$130K +267 +51%
CCC
1936
Chelsea Counsel Company
California
$383K -$130K -268 -25%
RC
1937
Rovin Capital
Arizona
$383K +$54.4K +112 +17%
GFPC
1938
Global Financial Private Client
Florida
$383K +$1.95K +4 +0.5%
ICP
1939
Impact Capital Partners
Colorado
$382K +$382K +787 New
PCA
1940
Purkiss Capital Advisors
Connecticut
$382K +$382K +786 New
FNC
1941
First National Corp
Massachusetts
$382K +$486 +1 +0.1%
HNWAG
1942
High Net Worth Advisory Group
Florida
$380K -$38.4K -79 -9%
SFP
1943
Sandbox Financial Partners
Maryland
$379K +$1.94K +4 +0.5%
CTI
1944
Community Trust & Investment
Kentucky
$378K -$48.6K -100 -11%
AI
1945
AXS Investments
New York
$378K +$18K +37 +5%
MA
1946
MJP Associates
Connecticut
$378K +$34.5K +71 +10%
OCBCO
1947
Oversea-Chinese Banking Corp (OCBC)
Singapore
$377K +$377K +771 New
Dodge & Cox
1948
Dodge & Cox
California
$377K – – –
SWM
1949
Sugarloaf Wealth Management
Georgia
$375K +$17.5K +36 +5%
CCC
1950
Compass Capital Corp
Massachusetts
$375K +$375K +750 New
76 77
78
79 80