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Lockheed Martin
LMT

Overview Fund Activity

2,536 hedge funds and large institutions have $77.5B invested in Lockheed Martin in 2025 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 1,028 increasing their positions, 1,027 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,536
Holders Change
-132
Holders Change %
-4.95%
% of All Funds
34.45%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
0.52%
New
143
Increased
1,028
Reduced
1,027
Closed
215
Calls
$1.91B
Puts
$1.58B
Net Calls
+$328M
Net Calls Change
+$523M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$250M
2
Marshall Wace
Marshall Wace
United Kingdom
+$206M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$157M
4
BlackRock
BlackRock
New York
+$137M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$135M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$542M
2
Capital World Investors
Capital World Investors
California
-$296M
3
Wells Fargo
Wells Fargo
California
-$232M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
5
State Street
State Street
Massachusetts
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
2051
Optas LLC
Texas
$271K +$26.4K +59 +11%
FWM
2052
FSA Wealth Management
Massachusetts
$271K +$12.5K +28 +5%
CCG
2053
Catalina Capital Group
California
$271K -$288K -645 -52%
SRA
2054
Secured Retirement Advisors
Minnesota
$271K +$271K +606 New
GWS
2055
Greykasell Wealth Strategies
California
$270K – – –
BEAM
2056
Baker Ellis Asset Management
Washington
$270K – – –
RFM
2057
Royal Fund Management
Florida
$269K -$2.71M -6,034 -91%
SA
2058
Sovran Advisors
California
$269K -$14.4K -31 -5%
WE
2059
Wealth Effects
Massachusetts
$268K -$2.68K -6 -1%
AWAU
2060
Alliance Wealth Advisors (Utah)
Utah
$268K +$893 +2 +0.3%
V
2061
VeraBank
Texas
$268K -$3.57K -8 -1%
CC
2062
Constitution Capital
Connecticut
$268K – – –
NAMP
2063
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$268K – – –
DAM
2064
Delta Asset Management
Tennessee
$267K – – –
QFA
2065
Quantum Financial Advisors
California
$267K -$5.36K -12 -2%
HPM
2066
Hudson Portfolio Management
New York
$266K +$31.3K +70 +13%
OP
2067
ORG Partners
Indiana
$266K -$1.09M -2,437 -80%
KIG
2068
Kennedy Investment Group
New Jersey
$266K +$1.79K +4 +0.7%
NWM
2069
Nova Wealth Management
Florida
$265K -$13K -29 -5%
WDC
2070
Woodward Diversified Capital
California
$264K -$4.91K -11 -2%
NAM
2071
NTV Asset Management
West Virginia
$264K -$67K -150 -20%
FOA
2072
Five Oceans Advisors
California
$263K +$893 +2 +0.3%
SCA
2073
Stonebridge Capital Advisors
Minnesota
$262K -$26.3K -59 -9%
GWA
2074
GGM Wealth Advisors
Maryland
$262K +$1.91K +4 +0.7%
CPW
2075
Crestmont Private Wealth
Texas
$261K +$46.9K +105 +22%
81 82
83
84 85