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Lockheed Martin

2,430 hedge funds and large institutions have $83.2B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 313 funds opening new positions, 918 increasing their positions, 897 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,430
Holders Change
+176
Holders Change %
+7.81%
% of All Funds
35.63%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.75%
New
313
Increased
918
Reduced
897
Closed
108
Calls
$2.11B
Puts
$2.15B
Net Calls
-$41.4M
Net Calls Change
-$179M
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
2001
Mayfair Advisory Group
Alabama
$278K -$456 -1 -0.2%
JCM
2002
Janney Capital Management
Pennsylvania
$277K -$8.15K -18 -3%
BCMO
2003
Buckingham Capital Management (Ohio)
Ohio
$277K +$8.16K +18 +3%
V
2004
VeraBank
Texas
$277K +$9.97K +22 +4%
HC
2005
Hamilton Capital
Ohio
$277K +$15.4K +34 +6%
GIS
2006
Grayhawk Investment Strategies
Alberta, Canada
$277K +$277K +611 New
HT
2007
Headlands Technologies
Illinois
$276K -$238K -526 -46%
BSSFA
2008
Baron Silver Stevens Financial Advisors
Florida
$276K +$45.3K +100 +20%
SWP
2009
Summit Wealth Partners
Florida
$276K -$24.5K -54 -8%
CWM
2010
Cahaba Wealth Management
Georgia
$276K +$907 +2 +0.3%
SC
2011
Sepio Capital
Utah
$276K +$30.8K +68 +13%
CCM
2012
Carlson Capital Management
Minnesota
$275K -$6.34K -14 -2%
NG
2013
Norden Group
Utah
$274K +$13.1K +29 +5%
DFG
2014
Delta Financial Group
New Jersey
$274K +$6.35K +14 +2%
MHWM
2015
Montz Harcus Wealth Management
Louisiana
$274K -$1.36K -3 -0.5%
TNBTD
2016
Trustmark National Bank Trust Department
Mississippi
$274K -$5.44K -12 -2%
RFG
2017
RFP Financial Group
Georgia
$274K +$10.4K +23 +4%
SFG
2018
SNS Financial Group
Minnesota
$273K +$13.6K +30 +5%
DCBT
2019
Dakota Community Bank & Trust
North Dakota
$272K +$18.1K +40 +7%
SIM
2020
Studio Investment Management
Illinois
$272K -$54.8K -121 -17%
VFIC
2021
Valley Forge Investment Consultants
Pennsylvania
$272K
RPA
2022
Rock Point Advisors
Vermont
$272K +$22.7K +50 +9%
MFS
2023
Madrona Financial Services
Washington
$271K
PIA
2024
Panoramic Investment Advisors
Colorado
$270K +$22.7K +50 +9%
HCM
2025
Hilton Capital Management
New York
$269K -$14.5K -32 -5%