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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 %
RIG
2126
RiverFront Investment Group
Virginia
$286K +$286K +588 New
FOA
2127
Five Oceans Advisors
California
$285K +$2.92K +6 +1%
CF
2128
Clarity Financial
Texas
$285K -$35.9K -74 -11%
WEG
2129
World Equity Group
Illinois
$283K +$283K +582 New
FWM
2130
FSA Wealth Management
Massachusetts
$281K – – –
BMCM
2131
Burns Matteson Capital Management
New York
$281K +$281K +578 New
MAP
2132
Moody Aldrich Partners
Massachusetts
$280K +$97.2K +200 +53%
KTA
2133
Keeley-Teton Advisors
Illinois
$280K -$26.7K -55 -9%
SIC
2134
Sage Investment Counsel
Tennessee
$279K +$279K +575 New
SFG
2135
Sunburst Financial Group
Alabama
$279K +$3.89K +8 +1%
OR
2136
Olympiad Research
Connecticut
$279K -$57.8K -119 -17%
FPW
2137
Flywheel Private Wealth
California
$278K +$278K +572 New
CWM
2138
Campbell Wealth Management
Virginia
$277K +$1.46K +3 +0.5%
CWP
2139
Core Wealth Partners
California
$277K +$4.37K +9 +2%
SWG
2140
Summit Wealth Group
Vermont
$276K – – –
MWS
2141
MFA Wealth Services
California
$276K +$276K +568 New
ACM
2142
AUA Capital Management
Pennsylvania
$276K – – –
CPBTD
2143
Central Pacific Bank - Trust Division
Hawaii
$276K +$37.4K +77 +16%
TFIPS
2144
Towarzystwo Funduszy Inwestycyjnych PZU SA
$275K – – –
LA
2145
LexAurum Advisors
Kansas
$275K +$64.6K +133 +31%
SIA
2146
Summit Investment Advisors
Maryland
$274K +$274K +631 New
MPCG
2147
Matrix Private Capital Group
New York
$274K – – –
MCP
2148
Mirador Capital Partners
California
$273K +$2.92K +6 +1%
SC
2149
Searle & Co
Connecticut
$273K +$5.83K +12 +2%
AIA
2150
Affinity Investment Advisors
California
$273K +$273K +562 New
84 85
86
87 88