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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 %
DA
1926
Detalus Advisors
Missouri
$329K -$447 -1 -0.1%
PIA
1927
Powell Investment Advisors
Florida
$329K – – –
CWM
1928
Chemistry Wealth Management
New York
$329K +$329K +737 New
PTC
1929
Petrus Trust Company
Texas
$329K -$13K -29 -4%
SIM
1930
Studio Investment Management
Illinois
$329K +$17.9K +40 +6%
DI
1931
Disciplined Investors
Texas
$328K -$15.2K -34 -4%
WPW
1932
Watershed Private Wealth
Illinois
$327K +$327K +733 New
MWA
1933
Mills Wealth Advisors
Texas
$327K +$327K +732 New
CCC
1934
Chelsea Counsel Company
California
$326K -$26.4K -59 -7%
MWA
1935
Midland Wealth Advisors
Illinois
$326K -$35.3K -79 -10%
OCM
1936
Orion Capital Management
California
$325K +$243K +544 +296%
SRSA
1937
S.R. Schill & Associates
Washington
$325K +$8.93K +20 +3%
EGA
1938
Eagle Global Advisors
Texas
$324K -$112K -250 -26%
MCWA
1939
Meadow Creek Wealth Advisors
Georgia
$324K -$72.8K -163 -18%
MCM
1940
Mainstay Capital Management
Michigan
$324K – – –
SAW
1941
Signal Advisors Wealth
Michigan
$323K -$129K -288 -28%
ST
1942
Spinnaker Trust
Maine
$322K +$22.3K +50 +7%
LB
1943
Legacy Bridge
Iowa
$322K -$8.05K -18 -2%
CA
1944
Capital Advantage
California
$322K – – –
SWMG
1945
Signature Wealth Management Group
Georgia
$321K +$21K +47 +7%
KRW
1946
Kaufman Rossin Wealth
Florida
$321K +$321K +718 New
GAG
1947
GM Advisory Group
New York
$321K +$113K +253 +54%
CH
1948
Cromwell Holdings
Wyoming
$320K – – –
PS
1949
Portfolio Strategies
New York
$319K -$7.59K -17 -2%
RFN
1950
RDA Financial Network
Iowa
$319K -$1.3M -2,916 -80%
76 77
78
79 80