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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 %
BC
2301
Belmont Capital
California
$154K – – –
HFS
2302
Hughes Financial Services
Virginia
$150K +$150K +335 New
JWA
2303
JFS Wealth Advisors
Pennsylvania
$148K -$4.47K -10 -3%
YDMI
2304
Y.D. More Investments
Israel
$144K +$128K +286 +794%
BAM
2305
Byrne Asset Management
New Jersey
$142K – – –
CM
2306
Capula Management
Cayman Islands
$142K +$142K +317 New
MIHAS
2307
Maj Invest Holding A/S
Denmark
$141K +$141K +315 New
ZBNA
2308
Zions Bancorporation, National Association
Utah
$139K +$139K +311 New
CIR
2309
Clear Investment Research
Georgia
$137K +$1.34K +3 +1%
SFG
2310
Stonebridge Financial Group
Pennsylvania
$132K -$3.13K -7 -2%
AW
2311
Avion Wealth
Texas
$131K – – –
CVM
2312
Cheviot Value Management
California
$131K +$131K +277 New
CAM
2313
Creekmur Asset Management
Illinois
$129K -$3.13K -7 -2%
SWIM
2314
Smallwood Wealth Investment Management
New Jersey
$129K +$129K +288 New
AWM
2315
Accredited Wealth Management
Kentucky
$129K -$2.23K -5 -2%
SFA
2316
Semmax Financial Advisors
North Carolina
$126K +$44.1K +93 +53%
SCM
2317
Silvant Capital Management
Georgia
$124K – – –
HWM
2318
Hemington Wealth Management
Virginia
$122K +$6.66K +15 +6%
HCP
2319
Hexagon Capital Partners
Arkansas
$122K -$18.3K -41 -13%
SVWA
2320
Sarver Vrooman Wealth Advisors
Missouri
$117K +$117K +261 New
CF
2321
Collier Financial
Colorado
$115K +$447 +1 +0.4%
EPIM
2322
Evelyn Partners Investment Management
$113K +$113K +254 New
GC
2323
Globeflex Capital
California
$113K – – –
WCM
2324
WealthTrak Capital Management
Virginia
$111K -$447 -1 -0.4%
CMP
2325
Coston McIsaac & Partners
Maine
$111K -$7.58K -17 -6%
91 92
93
94 95