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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
2001
Bellwether Advisors
Nebraska
$152K
CJL
2002
Cyrus J. Lawrence
New York
$151K +$139K +342 New
PFA
2003
Professional Financial Advisors
Nebraska
$150K +$811 +2 +0.6%
EL
2004
EMFO LLC
Florida
$148K
FBT
2005
First Bank & Trust
South Dakota
$147K -$500K -1,234 -79%
FFA
2006
Fairfield Financial Advisors
Massachusetts
$146K +$134K +331 New
TWM
2007
Tradition Wealth Management
Minnesota
$144K +$405 +1 +0.3%
SOW
2008
State of Wyoming
Wyoming
$143K +$33.2K +82 +34%
SIS
2009
Sound Income Strategies
Florida
$141K +$14.2K +35 +12%
LWCFA
2010
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K
JWA
2011
JFS Wealth Advisors
Pennsylvania
$138K +$20.3K +50 +19%
SWM
2012
Selective Wealth Management
Virginia
$137K -$40.5K -100 -24%
PPWM
2013
PFG Private Wealth Management
Florida
$136K +$111K +273 +803%
NFSG
2014
Newbridge Financial Services Group
Florida
$135K -$56.8K -140 -31%
CC
2015
Corsicana & Co
Texas
$135K
TFA
2016
Toth Financial Advisory
Virginia
$134K +$811 +2 +0.7%
TWP
2017
TFO Wealth Partners
Ohio
$132K +$121K +299 New
OAJ
2018
Ogorek Anthony Joseph
New York
$130K +$405 +1 +0.3%
PCG
2019
Private Capital Group
Connecticut
$122K -$405 -1 -0.4%
SCM
2020
Silvant Capital Management
Georgia
$122K
GIA
2021
GHP Investment Advisors
Colorado
$119K +$109K +270 New
GC
2022
Globeflex Capital
California
$112K
DHGWA
2023
Dixon Hughes Goodman Wealth Advisors
North Carolina
$112K +$2.43K +6 +2%
HCM
2024
Highlander Capital Management
New Jersey
$110K
FWM
2025
Focused Wealth Management
New York
$110K +$811 +2 +0.8%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.