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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 %
HWM
2026
Hemington Wealth Management
Virginia
$269K +$269K +593 New
FL
2027
Fort LP
Maryland
$267K -$7.71K -17 -3%
CWM
2028
Campbell Wealth Management
Virginia
$267K +$37.2K +82 +16%
SCP
2029
Sivia Capital Partners
California
$267K +$267K +588 New
BAM
2030
Byrne Asset Management
New Jersey
$266K -$240K -588 Closed
DWM
2031
Dogwood Wealth Management
Kansas
$265K +$265K +585 New
OL
2032
OneFund LLC
Florida
$264K +$264K +583 New
MBT
2033
Montecito Bank & Trust
California
$264K -$58.9K -130 -18%
FOA
2034
Five Oceans Advisors
California
$264K
GGS
2035
Galvin Gaustad & Stein
Arizona
$264K
JHP
2036
James Hambro & Partners
United Kingdom
$263K -$90.7K -200 -26%
AWP
2037
Abacus Wealth Partners
California
$263K
SIAG
2038
Safeguard Investment Advisory Group
California
$263K +$15K +33 +6%
LA
2039
Legacy Advisors
Pennsylvania
$262K +$262K +579 New
RPGK
2040
Retirement Planning Group (Kansas)
Kansas
$261K +$906 +2 +0.3%
FDS
2041
First Dallas Securities
Texas
$261K +$261K +575 New
NAG
2042
Northstar Advisory Group
New Jersey
$261K +$261K +575 New
SFG
2043
Seamount Financial Group
Colorado
$260K +$260K +574 New
SW
2044
SMART Wealth
Nebraska
$259K +$35.4K +78 +16%
OSNBOA
2045
Old Second National Bank of Aurora
Illinois
$259K +$40.8K +90 +19%
NRG
2046
Nemes Rush Group
Michigan
$259K -$6.35K -14 -2%
EIP
2047
Ellis Investment Partners
Pennsylvania
$258K +$4.98K +11 +2%
HFS
2048
Howard Financial Services
Texas
$258K +$258K +569 New
ICM
2049
Intrepid Capital Management
Florida
$257K +$116K +255 +81%
ACM
2050
AUA Capital Management
Pennsylvania
$257K