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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 %
CF
2201
Clarity Financial
Texas
$220K -$42K -94 -16%
FFA
2202
Fragasso Financial Advisors
Pennsylvania
$220K -$17K -38 -7%
BAM
2203
BTS Asset Management
Massachusetts
$220K -$4.47K -10 -2%
VPF
2204
Vantage Point Financial
Illinois
$220K -$17K -38 -7%
TW
2205
Transform Wealth
Colorado
$220K -$17.9K -40 -8%
MCM
2206
Marathon Capital Management
Maryland
$219K – – –
BA
2207
Bellwether Advisors
Nebraska
$219K -$3.57K -8 -2%
BWS
2208
Broadway Wealth Solutions
Texas
$219K -$13.9K -31 -6%
GIBU
2209
Gulf International Bank (UK)
United Kingdom
$218K +$16K +36 +8%
EPW
2210
Endeavor Private Wealth
Kansas
$218K +$159K +355 +267%
FB
2211
First Bancorp
Maine
$218K +$1.79K +4 +0.8%
WA
2212
Wealth Architects
California
$218K +$4.02K +9 +2%
CM
2213
Cercano Management
Washington
$217K – – –
CI
2214
Cherokee Insurance
Michigan
$216K – – –
WCM
2215
Winthrop Capital Management
Indiana
$216K +$4.92K +11 +2%
DCA
2216
DSG Capital Advisors
Minnesota
$216K – – –
OPCM
2217
Osborne Partners Capital Management
California
$216K +$2.68K +6 +1%
AF
2218
Apollon Financial
South Carolina
$215K +$8.49K +19 +4%
FIBT
2219
First International Bank & Trust
North Dakota
$215K – – –
FPWM
2220
FSB Premier Wealth Management
Iowa
$215K -$224K -501 -51%
GAM
2221
Gemmer Asset Management
California
$215K -$1.34K -3 -0.6%
MWM
2222
Maripau Wealth Management
Indiana
$215K -$81.8K -183 -28%
PMG
2223
Private Management Group
California
$214K +$8.49K +19 +4%
PFG
2224
Prosperity Financial Group
California
$214K +$14.8K +33 +7%
RWRC
2225
R.W. Roge & Company
New York
$214K -$1.34K -3 -0.6%
87 88
89
90 91