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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 %
EFM
2126
E Fund Management
China
$242K +$8.93K +20 +4%
MPCG
2127
Matrix Private Capital Group
New York
$242K -$10.3K -23 -4%
RFP
2128
Root Financial Partners
California
$242K +$11.2K +25 +5%
BCM
2129
Bridgeway Capital Management
Texas
$241K -$1.63M -3,660 -87%
RPA
2130
Rock Point Advisors
Vermont
$241K – – –
DWS
2131
Dynamic Wealth Strategies
California
$241K +$7.59K +17 +3%
CWP
2132
Curated Wealth Partners
California
$241K +$241K +540 New
PSB
2133
Piscataqua Savings Bank
New Hampshire
$241K +$201K +450 +500%
ACP
2134
Aveo Capital Partners
Colorado
$241K -$10.8K -23 -4%
CFA
2135
Capstone Financial Advisors
Illinois
$241K +$3.57K +8 +2%
CWP
2136
Core Wealth Partners
California
$241K -$14.3K -32 -6%
GD
2137
Grandfield & Dodd
New York
$240K – – –
JLBC
2138
J.L. Bainbridge & Co
Florida
$240K – – –
MCA
2139
MSH Capital Advisors
Arizona
$240K +$447 +1 +0.2%
WLIM
2140
White Lighthouse Investment Management
Massachusetts
$240K +$16.5K +37 +7%
GIM
2141
Groesbeck Investment Management
New Jersey
$240K -$71.1K -159 -23%
SFC
2142
Strategic Financial Concepts
Texas
$240K +$25.9K +58 +12%
SHWM
2143
Smith & Howard Wealth Management
Georgia
$240K – – –
LWM
2144
LongView Wealth Management
Georgia
$240K +$447 +1 +0.2%
UCB
2145
United Community Bank
South Carolina
$239K +$41.5K +93 +21%
HCM
2146
Hodges Capital Management
Texas
$239K -$140K -313 -37%
EB
2147
Exchange Bank
California
$239K +$8.93K +20 +4%
RWM
2148
Reston Wealth Management
Virginia
$238K +$10.3K +23 +5%
CIG
2149
Cascade Investment Group
Colorado
$238K -$8.48K -19 -3%
OFS
2150
Orrstown Financial Services
Pennsylvania
$238K -$63.9K -143 -21%
84 85
86
87 88