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Lockheed Martin

2,315 hedge funds and large institutions have $97B invested in Lockheed Martin in 2022 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 828 increasing their positions, 865 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 92

73% more funds holding in top 10

Funds holding in top 10: 60104 (+44)

27% more capital invested

Capital invested by funds: $76.1B → $97B (+$20.9B)

21% more call options, than puts

Call options by funds: $2.95B | Put options by funds: $2.43B

9% more funds holding

Funds holding: 2,1292,315 (+186)

0.67% more ownership

Funds ownership: 74.51%75.18% (+0.67%)

4% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 865

Holders
2,315
Holders Change
+186
Holders Change %
+8.74%
% of All Funds
37.21%
Holding in Top 10
104
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+73.33%
% of All Funds
1.67%
New
326
Increased
828
Reduced
865
Closed
92
Calls
$2.95B
Puts
$2.43B
Net Calls
+$513M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
2001
White Lighthouse Investment Management
Massachusetts
$243K +$232K +500 New
WCM
2002
WealthBridge Capital Management
Ohio
$241K +$4.65K +10 +2%
LAM
2003
Lifestyle Asset Management
Texas
$241K +$230K +496 New
NC
2004
NBW Capital
Massachusetts
$241K +$230K +496 New
PIA
2005
Panoramic Investment Advisors
Colorado
$241K +$230K +496 New
CVM
2006
Cheviot Value Management
California
$240K +$230K +494 New
JLBC
2007
J.L. Bainbridge & Co
Florida
$239K +$229K +492 New
WP
2008
Westmount Partners
California
$239K +$229K +492 New
HCM
2009
Hilton Capital Management
New York
$239K
WFA
2010
WMG Financial Advisors
Tennessee
$238K -$55.3K -119 -20%
FW
2011
FirstPurpose Wealth
Utah
$238K +$227K +489 New
PWM
2012
Palumbo Wealth Management
New York
$236K +$225K +485 New
MAWCM
2013
Mine & Arao Wealth Creation & Management
California
$236K
GAM
2014
Gemmer Asset Management
California
$235K -$26K -56 -10%
MWM
2015
Mattern Wealth Management
Kansas
$235K +$224K +483 New
OSNBOA
2016
Old Second National Bank of Aurora
Illinois
$234K -$104K -224 -32%
AWAU
2017
Alliance Wealth Advisors (Utah)
Utah
$234K +$224K +482 New
MF
2018
Manchester Financial
California
$234K -$48.3K -104 -18%
RT
2019
Rockland Trust
Massachusetts
$234K -$142K -305 -39%
EA
2020
Echo45 Advisors
California
$233K +$223K +479 New
SW
2021
SkyOak Wealth
Michigan
$233K +$223K +479 New
GSIS
2022
Global Strategic Investment Solutions
Arizona
$233K +$222K +478 New
KFS
2023
Kaizen Financial Strategies
California
$233K +$240K +517 New
HIC
2024
Hartline Investment Corp
Illinois
$233K -$304K -654 -58%
FB
2025
First Bancorp
Maine
$233K +$222K +478 New

LMT Hedge Fund Activity: Q4 2022 in Review

2,315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2022, worth a combined $97B — up 27% from $76.1B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new LMT positions and 92 closed out — a net gain of 234 holders — while 828 added to existing stakes and 865 trimmed.

The largest buyer was Bank of America, adding an estimated $796M. The largest seller was Capital World Investors, cutting an estimated $698M.

  • 2,315 institutional investors held Lockheed Martin (LMT) as of Q4 2022, up from 2,129 in Q3 2022.
  • Funds reported $97B of Lockheed Martin stock for Q4 2022, up 27% quarter-over-quarter.
  • 326 funds opened new Lockheed Martin positions in Q4 2022 and 92 closed out, a net change of +234 holders.
  • The largest Lockheed Martin buyer in Q4 2022 was Bank of America, an estimated $796M added.
  • The largest Lockheed Martin seller in Q4 2022 was Capital World Investors, an estimated $698M sold.

Based on aggregated 13F filings for Q4 2022.