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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 %
AWM
2201
Aprio Wealth Management
Georgia
$256K +$52K +107 +25%
CWM
2202
Connecticut Wealth Management
Connecticut
$256K -$72.4K -149 -22%
MAA
2203
Matrix Asset Advisors
New York
$256K +$256K +526 New
HPM
2204
Hudson Portfolio Management
New York
$256K +$256K +526 New
HCM
2205
Hilton Capital Management
New York
$255K -$9.72K -20 -4%
MFF
2206
Michels Family Financial
Texas
$255K +$255K +524 New
PCM
2207
Prelude Capital Management
New York
$254K -$402K -828 -61%
CFO
2208
Collective Family Office
Pennsylvania
$254K -$4.37K -9 -2%
DWS
2209
Dynamic Wealth Strategies
California
$254K +$23.3K +48 +10%
FA
2210
Fountainhead AM
New Jersey
$254K +$3.4K +7 +1%
OSNBOA
2211
Old Second National Bank of Aurora
Illinois
$254K – – –
CST
2212
Charles Schwab Trust
Nevada
$254K +$254K +522 New
EFM
2213
E Fund Management
China
$254K +$254K +522 New
GWSA
2214
Global Wealth Strategies & Associates
Colorado
$253K +$7.78K +16 +3%
BWS
2215
Broadway Wealth Solutions
Texas
$253K +$253K +520 New
WC
2216
Weil Company
California
$253K +$6.8K +14 +3%
LPFG
2217
Landing Point Financial Group
Ohio
$252K +$252K +570 New
AHC
2218
Adell Harriman & Carpenter
Texas
$251K +$487 +1 +0.2%
RFP
2219
Root Financial Partners
California
$251K +$251K +516 New
TWD
2220
True Wealth Design
Ohio
$250K -$2.43K -5 -1%
IIA
2221
Integral Investment Advisors
California
$250K +$2.92K +6 +1%
SW
2222
SMART Wealth
Nebraska
$250K -$93.2K -192 -27%
EB
2223
Exchange Bank
California
$250K – – –
BIP
2224
Blueprint Investment Partners
North Carolina
$249K -$188K -386 -43%
GIP
2225
Greatmark Investment Partners
Georgia
$248K -$3.89K -8 -2%
87 88
89
90 91