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Lockheed Martin
LMT

Overview Fund Activity

2,567 hedge funds and large institutions have $80B invested in Lockheed Martin in 2025 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,082 increasing their positions, 945 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,567
Holders Change
+31
Holders Change %
+1.22%
% of All Funds
34.42%
Holding in Top 10
25
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-34.21%
% of All Funds
0.34%
New
173
Increased
1,082
Reduced
945
Closed
101
Calls
$2.22B
Puts
$1.62B
Net Calls
+$605M
Net Calls Change
+$276M

Top Buyers

1
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$167M
2
BlackRock
BlackRock
New York
+$163M
3
Morgan Stanley
Morgan Stanley
New York
+$153M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$99.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.4M

Top Sellers

1
DFG
Demars Financial Group
Washington
-$182M
2
First Trust Advisors
First Trust Advisors
Illinois
-$177M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$127M
4
Renaissance Technologies
Renaissance Technologies
New York
-$117M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
NDBT
2001
North Dallas Bank & Trust
Texas
$320K +$320K +692 New
AGWCA
2002
Annis Gardner Whiting Capital Advisors
Florida
$320K +$18.1K +39 +6%
FAG
2003
Fortitude Advisory Group
Washington
$319K -$3.24K -7 -1%
CASB
2004
Cape Ann Savings Bank
Massachusetts
$318K – – –
AWM
2005
Absher Wealth Management
North Carolina
$316K +$20.8K +45 +7%
RWI
2006
Red Wave Investments
Pennsylvania
$316K +$926 +2 +0.3%
CWP
2007
Core Wealth Partners
California
$314K +$65.3K +141 +26%
HWA
2008
HHM Wealth Advisors
Tennessee
$314K – – –
AWAU
2009
Alliance Wealth Advisors (Utah)
Utah
$314K +$35.2K +76 +13%
AIA
2010
AssuredPartners Investment Advisors
Florida
$313K -$36.6K -79 -10%
EWA
2011
Exencial Wealth Advisors
Oklahoma
$313K +$25.5K +55 +9%
TC
2012
TwinBeech Capital
New York
$313K -$9.33M -20,148 -97%
MWM
2013
McMill Wealth Management
Nebraska
$312K +$462 +1 +0.1%
4WM
2014
49 Wealth Management
Texas
$311K +$4.63K +10 +2%
CST
2015
Charles Schwab Trust
Nevada
$311K +$2.78K +6 +0.9%
GWM
2016
Gibbs Wealth Management
Georgia
$311K +$311K +671 New
YIA
2017
YHB Investment Advisors
Connecticut
$310K -$17.1K -37 -5%
GCM
2018
Goldstream Capital Management
Hong Kong
$310K – – –
SFP
2019
Sandbox Financial Partners
Maryland
$310K -$53.2K -115 -15%
KPWG
2020
KFA Private Wealth Group
Virginia
$309K -$6.02K -13 -2%
TWM
2021
Topsail Wealth Management
North Carolina
$309K -$44.5K -96 -13%
SIM
2022
Sentry Investment Management
Wisconsin
$308K – – –
RCM
2023
Raleigh Capital Management
North Carolina
$307K -$9.26K -20 -3%
CGH
2024
CMG Global Holdings
Texas
$307K -$11.8K -28 -4%
WPW
2025
Watershed Private Wealth
Illinois
$307K -$32.4K -70 -10%
79 80
81
82 83