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Lockheed Martin
LMT

Overview Fund Activity

2,668 hedge funds and large institutions have $87B invested in Lockheed Martin in 2024 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 1,059 increasing their positions, 927 reducing their positions, and 212 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,668
Holders Change
+84
Holders Change %
+3.25%
% of All Funds
35.51%
Holding in Top 10
43
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-41.89%
% of All Funds
0.57%
New
344
Increased
1,059
Reduced
927
Closed
212
Calls
$1.8B
Puts
$1.99B
Net Calls
-$195M
Net Calls Change
-$755M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$550M
2
VanEck Associates
VanEck Associates
New York
+$247M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$230M
4
Squarepoint
Squarepoint
New York
+$212M
5
Invesco
Invesco
Georgia
+$155M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$750M
2
BlackRock
BlackRock
New York
-$536M
3
Wells Fargo
Wells Fargo
California
-$268M
4
Barclays
Barclays
United Kingdom
-$236M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASC
2001
Atalanta Sosnoff Capital
New York
$346K +$31.1K +64 +10%
NCM
2002
Northside Capital Management
Oregon
$345K – – –
MC
2003
Mathes Company
New York
$345K – – –
HC
2004
Hamilton Capital
Ohio
$345K +$61.7K +127 +22%
SC
2005
Sepio Capital
Utah
$345K +$116K +238 +51%
LWM
2006
Lakeridge Wealth Management
Ohio
$344K +$1.94K +4 +0.6%
SRSA
2007
S.R. Schill & Associates
Washington
$344K – – –
AA
2008
Acorns Advisers
California
$343K +$88.5K +182 +35%
SI
2009
Saxon Interests
Texas
$343K -$486 -1 -0.1%
JSC
2010
J. Stern & Co
United Kingdom
$343K – – –
PJWM
2011
Philip James Wealth Mangement
Georgia
$342K -$6.81K -14 -2%
IC
2012
Iconiq Capital
California
$342K +$126K +260 +59%
FWP
2013
Firethorn Wealth Partners
Georgia
$341K +$486 +1 +0.1%
IAP
2014
Indie Asset Partners
Indiana
$341K -$29.2K -60 -8%
SWP
2015
Summit Wealth Partners
Florida
$340K +$38.9K +80 +13%
WIS
2016
Wright Investors Service
Connecticut
$340K -$721K -1,484 -68%
RWI
2017
Red Wave Investments
Pennsylvania
$339K -$5.35K -11 -2%
SIM
2018
Studio Investment Management
Illinois
$338K -$5.35K -11 -2%
WI
2019
Wintrust Investments
Illinois
$338K -$102K -211 -23%
GIM
2020
Groesbeck Investment Management
New Jersey
$338K – – –
SRIM
2021
Saratoga Research & Investment Management
California
$338K -$58.3K -120 -15%
AC
2022
Addison Capital
Pennsylvania
$336K +$1.46K +3 +0.4%
PIA
2023
Panoramic Investment Advisors
Colorado
$336K +$50.5K +104 +18%
CCIA
2024
Cherry Creek Investment Advisors
Colorado
$335K -$84.5K -174 -20%
FWP
2025
Falcon Wealth Planning
California
$334K -$972 -2 -0.3%
79 80
81
82 83