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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 %
SI
1976
Saxon Interests
Texas
$304K -$10.7K -24 -3%
RWI
1977
Red Wave Investments
Pennsylvania
$304K -$7.15K -16 -2%
KPWG
1978
KFA Private Wealth Group
Virginia
$304K +$4.92K +11 +2%
MFS
1979
Madrona Financial Services
Washington
$304K -$1.34K -3 -0.4%
BPC
1980
Banque Pictet & Cie
Switzerland
$303K +$303K +679 New
HWA
1981
HHM Wealth Advisors
Tennessee
$303K -$2.68K -6 -0.9%
JC
1982
JB Capital
Connecticut
$303K +$1.34K +3 +0.4%
PWM
1983
Palumbo Wealth Management
New York
$302K +$1.34K +3 +0.4%
AL
1984
Aspiriant LLC
California
$302K -$4.02K -9 -1%
MWM
1985
McMill Wealth Management
Nebraska
$302K +$1.34K +3 +0.4%
FRM
1986
Fox Run Management
Connecticut
$302K +$302K +675 New
FNB
1987
Farmers National Bank
Kentucky
$300K +$447 +1 +0.1%
QFW
1988
QTR Family Wealth
Florida
$300K +$300K +672 New
KFA
1989
Krane Funds Advisors
New York
$300K -$21.4K -48 -7%
GCM
1990
Goldstream Capital Management
Hong Kong
$299K – – –
AIA
1991
Affinity Investment Advisors
California
$298K +$46.5K +104 +19%
CST
1992
Charles Schwab Trust
Nevada
$297K +$63.9K +143 +27%
HNWAG
1993
High Net Worth Advisory Group
Florida
$296K -$53.2K -119 -15%
4WM
1994
49 Wealth Management
Texas
$295K +$9.82K +22 +3%
ISFAN
1995
Investor's Fiduciary Advisor Network
Washington
$295K -$29.5K -66 -9%
CCAL
1996
City Center Advisors LLC
Michigan
$294K – – –
KWM
1997
Kaydan Wealth Management
Michigan
$294K -$10.3K -23 -3%
SWA
1998
Strategies Wealth Advisors
Michigan
$294K +$294K +659 New
BFWA
1999
Benchmark Financial Wealth Advisors
Florida
$294K +$70.6K +158 +32%
TNAM
2000
Terra Nova Asset Management
New York
$293K – – –
78 79
80
81 82