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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
35.53%
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
$3.63B
2
VanEck Associates
VanEck Associates
New York
$266M
3
Capital Research Global Investors
Capital Research Global Investors
California
$230M
4
Squarepoint
Squarepoint
New York
$257M
5
Invesco
Invesco
Georgia
$1.04B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$1.69M
2
BlackRock
BlackRock
New York
$8.07B
3
Wells Fargo
Wells Fargo
California
$950M
4
Barclays
Barclays
United Kingdom
$280M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
2151
Householder Group Estate & Retirement Specialist
Arizona
$273K -$749K -1,545 -73%
OL
2152
OneFund LLC
Florida
$273K +$1.94K +4 +0.7%
ECM
2153
Elgethun Capital Management
South Dakota
$272K +$1.46K +3 +0.5%
MFS
2154
Miller Financial Services
Michigan
$272K +$272K +559 New
FFA
2155
Fairfield Financial Advisors
Massachusetts
$272K +$971 +2 +0.4%
VBFP
2156
Valtinson Bruner Financial Planning
Minnesota
$271K – – –
AL
2157
ACAS LLC
California
$269K -$4.5K -10 -2%
RBFC
2158
Roman Butler Fullerton & Co
Missouri
$269K +$269K +534 New
AG
2159
Advocate Group
Minnesota
$269K +$14.1K +29 +6%
IWP
2160
Innova Wealth Partners
Pennsylvania
$269K +$269K +553 New
HIM
2161
Hanlon Investment Management
New Jersey
$268K -$232K -478 -46%
GFA
2162
Gallagher Fiduciary Advisors
Illinois
$268K +$268K +552 New
CIG
2163
Cascade Investment Group
Colorado
$268K +$28.7K +59 +12%
TTWM
2164
TCV Trust & Wealth Management
Virginia
$267K -$194K -400 -42%
BHB
2165
Bank Hapoalim BM
Israel
$267K -$11.2K -23 -4%
JC
2166
Jacobs & Co
California
$267K – – –
SWM
2167
Silverlake Wealth Management
Vermont
$267K +$46.7K +96 +21%
OL
2168
Optas LLC
Texas
$266K +$7.78K +16 +3%
BW
2169
BIP Wealth
Georgia
$266K +$69K +142 +35%
OCG
2170
Opus Capital Group
Ohio
$265K -$60.2K -124 -19%
GWA
2171
GGM Wealth Advisors
Maryland
$265K +$1.46K +3 +0.6%
BC
2172
Barrett & Company
Rhode Island
$265K +$1.94K +4 +0.7%
WIA
2173
Wealthedge Investment Advisors
New York
$265K +$265K +545 New
IFPG
2174
Intrepid Financial Planning Group
Indiana
$263K – – –
RPA
2175
Rock Point Advisors
Vermont
$262K -$24.3K -50 -8%
85 86
87
88 89