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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 %
SFS
2076
Summit Financial Strategies
Ohio
$261K +$21K +47 +9%
TWA
2077
Talisman Wealth Advisors
New Jersey
$261K -$19.2K -43 -7%
MCP
2078
Mirador Capital Partners
California
$259K +$8.04K +18 +3%
SXL
2079
Summit X LLC
Missouri
$259K -$22.8K -51 -8%
TWM
2080
TCFG Wealth Management
California
$259K +$259K +579 New
MWS
2081
MFA Wealth Services
California
$259K +$4.92K +11 +2%
KTA
2082
Keeley-Teton Advisors
Illinois
$257K – – –
FDS
2083
First Dallas Securities
Texas
$257K -$223K -500 -47%
CPC
2084
Consolidated Planning Corp
Georgia
$257K -$17K -38 -6%
SIC
2085
Sage Investment Counsel
Tennessee
$257K – – –
WPW
2086
Waldron Private Wealth
Pennsylvania
$256K -$493K -1,104 -66%
TF
2087
Tompkins Financial
New York
$256K +$188K +420 +273%
RBC
2088
Romano Brothers & Co
Illinois
$256K -$10.3K -23 -4%
LPFG
2089
Landing Point Financial Group
Ohio
$255K +$893 +2 +0.4%
FPW
2090
Flywheel Private Wealth
California
$255K – – –
SFG
2091
Sunburst Financial Group
Alabama
$255K -$1.34K -3 -0.5%
SWG
2092
Summit Wealth Group
Vermont
$255K +$1.34K +3 +0.5%
KOC
2093
Koss-Olinger Consulting
Florida
$255K +$255K +571 New
CCFM
2094
Clear Creek Financial Management
Washington
$254K +$54.1K +121 +27%
RZH
2095
Relyea Zuckerberg Hanson
Connecticut
$254K -$24.1K -54 -9%
ACM
2096
AUA Capital Management
Pennsylvania
$253K – – –
LA
2097
LexAurum Advisors
Kansas
$253K +$447 +1 +0.2%
BPAMU
2098
BTG Pactual Asset Management US
New York
$252K +$29.9K +67 +13%
KWM
2099
Kiker Wealth Management
Georgia
$252K +$58.5K +131 +30%
TAM
2100
Titleist Asset Management
Texas
$251K -$18.7K -42 -7%
82 83
84
85 86