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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 %
CAM
2351
Costello Asset Management
Pennsylvania
$81.3K +$27.7K +62 +52%
EAM
2352
Erste Asset Management
Austria
$80.4K +$17.9K +40 +29%
UBP
2353
Union Bancaire Privee
Switzerland
$80.4K – – –
IWM
2354
IMG Wealth Management
Florida
$78.2K +$2.23K +5 +3%
LI
2355
Louisbourg Investments
New Brunswick, Canada
$78.2K +$18.3K +41 +31%
MFA
2356
McClarren Financial Advisors
Pennsylvania
$77K +$77K +516 New
BTC
2357
Bank & Trust Company
Illinois
$76.8K – – –
OWP
2358
ORG Wealth Partners
Texas
$76.3K +$42K +93 +122%
FRA
2359
Front Row Advisors
California
$75.9K – – –
PWMG
2360
Private Wealth Management Group
New Jersey
$75.7K – – –
CIAS
2361
CBIZ Investment Advisory Services
Ohio
$75.7K +$4.92K +11 +7%
Kayne Anderson Rudnick Investment Management
2362
Kayne Anderson Rudnick Investment Management
California
$75.2K -$4.93K -11 -6%
MTIC
2363
Missouri Trust & Investment Company
Missouri
$73.7K -$20.1K -45 -21%
CFS
2364
CGC Financial Services
Oregon
$72.4K – – –
JFA
2365
JNBA Financial Advisors
Minnesota
$72.4K +$20.1K +45 +38%
MFT
2366
Moisand Fitzgerald Tamayo
Florida
$71.9K – – –
RA
2367
Rise Advisors
New York
$71.9K +$2.68K +6 +4%
WTFG
2368
Wood Tarver Financial Group
Idaho
$71.5K – – –
SC
2369
Solstein Capital
California
$71K – – –
SHF
2370
Safe Harbor Fiduciary
Florida
$70.6K – – –
BFPW
2371
BOK Financial Private Wealth
Colorado
$68.8K +$28.2K +63 +69%
BAM
2372
Bellevue Asset Management
Washington
$67.6K +$447 +1 +0.7%
BCM
2373
Blume Capital Management
California
$67K – – –
FWA
2374
FSC Wealth Advisors
New York
$66.6K – – –
LWA
2375
Lowe Wealth Advisors
Maryland
$64.3K -$10.3K -23 -14%
93 94
95
96 97