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 %
TA
1951
TrueWealth Advisors
Alabama
$375K -$8.27K -17 -2%
PCTC
1952
Perkins Coie Trust Company
Washington
$372K – – –
PTC
1953
Petrus Trust Company
Texas
$372K +$372K +765 New
DI
1954
Disciplined Investors
Texas
$372K +$372K +769 New
OPA
1955
Old Port Advisors
Maine
$371K +$8.75K +18 +2%
LFG
1956
Larson Financial Group
Missouri
$371K +$64.6K +133 +21%
TWM
1957
Topsail Wealth Management
North Carolina
$370K +$370K +762 New
CNBOF
1958
City National Bank of Florida
Florida
$368K +$368K +758 New
CT
1959
Clearstead Trust
Maine
$368K +$353K +727 +2,423%
CWM
1960
Compass Wealth Management
Connecticut
$365K – – –
CCA
1961
Childress Capital Advisors
Texas
$365K -$35K -72 -9%
SOAMC
1962
Spirit of America Management Corp
New York
$364K – – –
MIA
1963
MMBG Investment Advisors
Florida
$364K – – –
PCM
1964
Princeton Capital Management
New Jersey
$364K +$41.8K +86 +13%
HG
1965
Harbor Group
New Hampshire
$364K +$972 +2 +0.3%
MPM
1966
Meritage Portfolio Management
Kansas
$364K +$19K +39 +5%
MAM
1967
Marotta Asset Management
Virginia
$363K -$5.79K -12 -2%
BP
1968
BBR Partners
New York
$363K +$5.35K +11 +1%
DWM
1969
Darwin Wealth Management
Florida
$363K -$147K -303 -29%
GBT
1970
Grove Bank & Trust
Florida
$362K +$17K +35 +5%
EA
1971
Everpar Advisors
Oklahoma
$361K -$14.1K -29 -4%
FDS
1972
Freedom Day Solutions
Texas
$361K -$43.7K -90 -11%
GF
1973
Gries Financial
Ohio
$361K +$24.3K +50 +7%
SEP
1974
Southland Equity Partners
Missouri
$361K -$1.46K -3 -0.4%
HFS
1975
Howard Financial Services
Texas
$361K +$5.35K +11 +2%
77 78
79
80 81