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Lockheed Martin

2,254 hedge funds and large institutions have $74.9B invested in Lockheed Martin in 2023 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 933 increasing their positions, 862 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
-39
Holders Change %
-1.7%
% of All Funds
35.94%
Holding in Top 10
56
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.08%
% of All Funds
0.89%
New
136
Increased
933
Reduced
862
Closed
144
Calls
$1.72B
Puts
$1.59B
Net Calls
+$138M
Net Calls Change
+$73.4M
Name Holding Trade Value Shares
Change
Shares
Change %
TCWM
2001
Total Clarity Wealth Management
Illinois
$214K -$35.2K -86 -14%
GWA
2002
GGM Wealth Advisors
Maryland
$214K +$1.64K +4 +0.8%
PGF
2003
Plan Group Financial
Oklahoma
$214K +$214K +524 New
SIA
2004
Schear Investment Advisers
Ohio
$214K
DBT
2005
Dubuque Bank & Trust
Iowa
$213K +$30.7K +75 +17%
NC
2006
NBW Capital
Massachusetts
$213K +$213K +522 New
V
2007
ViaWealth
Kansas
$213K +$213K +522 New
CRG
2008
Cornerstone Retirement Group
Nevada
$213K
GAM
2009
Gould Asset Management
California
$213K
GWP
2010
Gateway Wealth Partners
Wisconsin
$213K +$11.9K +29 +6%
EW
2011
Evoke Wealth
California
$213K -$145K -355 -41%
EWM
2012
Evermay Wealth Management
Virginia
$212K +$30.7K +75 +17%
FA
2013
Fountainhead AM
New Jersey
$212K +$13.1K +32 +7%
PA
2014
PSI Advisors
Florida
$212K +$1.23K +3 +0.6%
CVM
2015
Cheviot Value Management
California
$211K
FNC
2016
First National Corp
Massachusetts
$211K +$409 +1 +0.2%
PAA
2017
Peregrine Asset Advisers
Oregon
$211K +$211K +516 New
PP
2018
Paloma Partners
Connecticut
$211K +$211K +516 New
SW
2019
StrongBox Wealth
Missouri
$211K -$4.91K -12 -2%
SFG
2020
Sunburst Financial Group
Alabama
$209K +$13.1K +32 +7%
OWM
2021
OneAscent Wealth Management
Alabama
$209K +$209K +512 New
CFA
2022
Capstone Financial Advisors
Illinois
$209K -$818 -2 -0.4%
BSSFA
2023
Baron Silver Stevens Financial Advisors
Florida
$208K +$208K +510 New
CWM
2024
Campbell Wealth Management
Virginia
$207K
MAWCM
2025
Mine & Arao Wealth Creation & Management
California
$207K