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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 %
KAM
2151
Knightsbridge Asset Management
California
$236K +$236K +529 New
FWA
2152
Flagship Wealth Advisors
Massachusetts
$236K – – –
FEG
2153
Financial Enhancement Group
Indiana
$236K +$32.8K +71 +16%
ICP
2154
Impact Capital Partners
Colorado
$235K -$116K -260 -33%
DF
2155
Dunhill Financial
United Kingdom
$235K -$172K -385 -42%
TWD
2156
True Wealth Design
Ohio
$235K +$4.92K +11 +2%
MW
2157
MBL Wealth
North Carolina
$235K -$4.47K -10 -2%
HP
2158
Holistic Planning
Texas
$234K -$6.7K -15 -3%
NA
2159
Nautilus Advisors
California
$234K -$47.8K -107 -17%
OSNBOA
2160
Old Second National Bank of Aurora
Illinois
$233K – – –
CSPIA
2161
Cary Street Partners Investment Advisory
Virginia
$233K +$32.2K +72 +16%
RCA
2162
Resonant Capital Advisors
Wisconsin
$233K +$42.4K +95 +22%
WFAG
2163
Worth Financial Advisory Group
North Carolina
$232K +$12.5K +28 +6%
FW
2164
Fidato Wealth
Ohio
$231K -$8.04K -18 -3%
AHC
2165
Adell Harriman & Carpenter
Texas
$230K -$447 -1 -0.2%
SW
2166
StrongBox Wealth
Missouri
$229K -$10.3K -23 -4%
MFS
2167
Miller Financial Services
Michigan
$228K -$21.9K -49 -9%
SW
2168
SMART Wealth
Nebraska
$228K -$2.23K -5 -1%
EW
2169
Element Wealth
Mississippi
$227K +$447 +1 +0.2%
RWM
2170
Revisor Wealth Management
Ohio
$227K +$227K +509 New
CHC
2171
City Holding Co
West Virginia
$227K – – –
PPC
2172
Park Place Capital
Alabama
$226K -$403K -903 -64%
PA
2173
Perennial Advisors
New York
$226K +$226K +507 New
Fidelity International
2174
Fidelity International
Bermuda
$226K -$37.1K -83 -14%
CWA
2175
Core Wealth Advisors
Florida
$226K +$2.68K +6 +1%
85 86
87
88 89