We are live on ! Find out more
LMT icon

Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
2026
Avion Wealth
Texas
$108K
FPS
2027
Fieldpoint Private Securities
Connecticut
$107K -$93.6K -231 -49%
BFC
2028
Bedel Financial Consulting
Indiana
$104K -$10.9K -27 -10%
TFGT
2029
TS Financial Group (TSFG)
Illinois
$103K -$405 -1 -0.4%
HFS
2030
HBC Financial Services
Washington
$103K
ED
2031
Exane Derivatives
France
$101K -$167K -411 -64%
NSB
2032
Norway Savings Bank
Maine
$101K
TF
2033
TimeScale Financial
Massachusetts
$98K
LWA
2034
Lenox Wealth Advisors
New York
$97K -$22.7K -56 -21%
BAM
2035
Bellevue Asset Management
Washington
$95K +$405 +1 +0.5%
AFS
2036
Annapolis Financial Services
Maryland
$94K
POIA
2037
Pin Oak Investment Advisors
Texas
$93K +$2.03K +5 +2%
TCM
2038
Tradewinds Capital Management
Washington
$91K
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$90K -$60.8K -150 -42%
EWM
2040
Endurance Wealth Management
Rhode Island
$90K
SC
2041
Steph & Co
Wisconsin
$88K
WAM
2042
Worth Asset Management
Texas
$86K +$79.9K +197 New
PWC
2043
PYA Waltman Capital
Tennessee
$82K +$75.4K +186 New
LWANC
2044
Laurel Wealth Advisors (North Carolina)
North Carolina
$79K
HFM
2045
Hartford Financial Management
Connecticut
$78K
WB
2046
Webster Bank
Connecticut
$78K
MCM
2047
Manchester Capital Management
Vermont
$77K -$19.5K -48 -22%
PMFA
2048
Plante Moran Financial Advisors
Michigan
$75K -$20.7K -51 -23%
MFA
2049
McClarren Financial Advisors
Pennsylvania
$73K -$405 -1 -0.6%
AIP
2050
Ahrens Investment Partners
Louisiana
$72K

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.