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Lockheed Martin

2,130 hedge funds and large institutions have $76.1B invested in Lockheed Martin in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 969 increasing their positions, 732 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $1.77B

32% more repeat investments, than reductions

Existing positions increased: 969 | Existing positions reduced: 732

0.41% less ownership

Funds ownership: 74.92%74.51% (-0.41%)

2% less funds holding

Funds holding: 2,1802,130 (-50)

11% less capital invested

Capital invested by funds: $85.3B → $76.1B (-$9.2B)

14% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 126

25% less funds holding in top 10

Funds holding in top 10: 8060 (-20)

Holders
2,130
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
36.69%
Holding in Top 10
60
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25%
% of All Funds
1.03%
New
108
Increased
969
Reduced
732
Closed
126
Calls
$2.45B
Puts
$1.77B
Net Calls
+$685M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
2001
Eagle Bay Advisors
New York
$85K +$418 +1 +0.5%
EWM
2002
Endurance Wealth Management
Rhode Island
$79K
POIA
2003
Pin Oak Investment Advisors
Texas
$77K
LWANC
2004
Laurel Wealth Advisors (North Carolina)
North Carolina
$70K
AWM
2005
Ameliora Wealth Management
Switzerland
$69K +$72.7K +174 New
BFPW
2006
BOK Financial Private Wealth
Colorado
$68K
HFM
2007
Hartford Financial Management
Connecticut
$68K
WB
2008
Webster Bank
Connecticut
$68K
OCM
2009
Orion Capital Management
California
$68K +$48K +115 +185%
SWM
2010
Selective Wealth Management
Virginia
$66K +$5.01K +12 +8%
MFA
2011
McClarren Financial Advisors
Pennsylvania
$66K +$71.4K +171 New
HFS
2012
HBC Financial Services
Washington
$65K
WAM
2013
Worth Asset Management
Texas
$65K
BIA
2014
Bell Investment Advisors
California
$65K +$7.1K +17 +11%
JFA
2015
JNBA Financial Advisors
Minnesota
$63K
NSIM
2016
North Star Investment Management
Illinois
$63K +$2.5K +6 +4%
PAI
2017
Pittenger & Anderson Inc
Nebraska
$62K +$16.3K +39 +32%
SC
2018
Solstein Capital
California
$61K
SC
2019
Seldon Capital
California
$60K
TAIM
2020
TD Ameritrade Investment Management
Nebraska
$60K +$13.8K +33 +27%
HDIM
2021
Hanson & Doremus Investment Management
Vermont
$59K -$7.1K -17 -10%
TF
2022
TimeScale Financial
Massachusetts
$59K
BCM
2023
Blume Capital Management
California
$58K
CWAF
2024
Core Wealth Advisors (Florida)
Florida
$58K
FWA
2025
FSC Wealth Advisors
New York
$58K

LMT Hedge Fund Activity: Q3 2022 in Review

2,130 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2022, worth a combined $76.1B — down 11% from $85.3B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of LMT and 108 opened new positions — a net loss of 18 holders — while 732 trimmed existing stakes and 969 added.

The largest buyer was Fidelity Investments, adding an estimated $323M. The largest seller was Capital World Investors, cutting an estimated $509M.

  • 2,130 institutional investors held Lockheed Martin (LMT) as of Q3 2022, down from 2,180 in Q2 2022.
  • Funds reported $76.1B of Lockheed Martin stock for Q3 2022, down 11% quarter-over-quarter.
  • 108 funds opened new Lockheed Martin positions in Q3 2022 and 126 closed out, a net change of -18 holders.
  • The largest Lockheed Martin buyer in Q3 2022 was Fidelity Investments, an estimated $323M added.
  • The largest Lockheed Martin seller in Q3 2022 was Capital World Investors, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2022.