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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
35.52%
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 %
HP
2176
Holistic Planning
Texas
$262K +$24.8K +51 +10%
GD
2177
Grandfield & Dodd
New York
$261K – – –
SFS
2178
Summit Financial Strategies
Ohio
$261K +$2.43K +5 +0.9%
JLBC
2179
J.L. Bainbridge & Co
Florida
$261K +$10.2K +21 +4%
MCA
2180
MSH Capital Advisors
Arizona
$261K -$371K -763 -59%
SHWM
2181
Smith & Howard Wealth Management
Georgia
$261K – – –
LWM
2182
LongView Wealth Management
Georgia
$260K -$21.4K -44 -8%
MW
2183
MBL Wealth
North Carolina
$260K -$2.92K -6 -1%
FW
2184
Fidato Wealth
Ohio
$260K +$260K +536 New
SW
2185
StrongBox Wealth
Missouri
$260K -$126K -260 -33%
PCS
2186
Personal CFO Solutions
New Jersey
$260K +$1.94K +4 +0.8%
PA
2187
PSI Advisors
Florida
$260K +$16K +33 +7%
KLCM
2188
KG&L Capital Management
Louisiana
$259K -$134K -275 -34%
ACP
2189
Aveo Capital Partners
Colorado
$259K -$42.7K -88 -14%
EIP
2190
Ellis Investment Partners
Pennsylvania
$259K +$1.94K +4 +0.8%
LF
2191
Lee Financial
Texas
$259K -$25.3K -52 -9%
TW
2192
Transform Wealth
Colorado
$258K -$13.6K -28 -5%
MAWA
2193
Moss Adams Wealth Advisors
Washington
$258K +$25.3K +52 +11%
FEM
2194
Fulcrum Equity Management
Texas
$258K -$179K -369 -41%
CFA
2195
Capstone Financial Advisors
Illinois
$258K -$22.3K -46 -8%
FFA
2196
Fragasso Financial Advisors
Pennsylvania
$257K +$4.37K +9 +2%
VPF
2197
Vantage Point Financial
Illinois
$257K +$257K +530 New
FWA
2198
Flagship Wealth Advisors
Massachusetts
$257K +$257K +529 New
DF
2199
Dunhill Financial
United Kingdom
$257K +$105K +371 +69%
YIA
2200
YHB Investment Advisors
Connecticut
$257K -$76.3K -157 -23%
86 87
88
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