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ECHO

EchoStar
ECHO

284 hedge funds and large institutions have $3.07B invested in EchoStar in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

17% more funds holding in top 10

Funds holding in top 10: 12 → 14 (+2)

15.31% more ownership

Funds ownership: 79.96% → 95.27% (+15%)

10% more capital invested

Capital invested by funds: $2.79B → $3.07B (+$280M)

3% more funds holding

Funds holding: 275 → 284 (+9)

0% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 88

25% less call options, than puts

Call options by funds: $116M | Put options by funds: $154M

Holders
284
Holders Change
+9
Holders Change %
+3.27%
% of All Funds
3.74%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
45
Increased
88
Reduced
88
Closed
34
Calls
$116M
Puts
$154M
Net Calls
-$38M
Net Calls Change
+$10.7M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
2
DCP
Diameter Capital Partners
New York
+$102M
3
DCP
Darsana Capital Partners
New York
+$96.9M
4
UBS Group
UBS Group
Switzerland
+$36.6M
5
BlackRock
BlackRock
New York
+$29.4M

Top Sellers

Rank Fund Capital Flow
1
SFM
Soros Fund Management
New York
-$54.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$21.6M
3
1SP
140 Summer Partners
New York
-$17.1M
4
Charles Schwab
Charles Schwab
California
-$14.7M
5
SPC
Silver Point Capital
Connecticut
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
251
Private Wealth Management Group
New Jersey
$2.04K – – –
BCMLT
252
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.6K – – –
AF
253
Advisornet Financial
Minnesota
$1.51K – – –
PB
254
Pinnacle Bancorp
Nebraska
$1.51K – – –
AWM
255
Avior Wealth Management
Nebraska
$1.4K +$1.48K +61 New
FMII
256
Farmers & Merchants Investments Inc
Nebraska
$1.37K – – –
VHAM
257
Van Hulzen Asset Management
California
$985 +$1.04K +43 New
CAM
258
Chesapeake Asset Management
New York
$984 – – –
SS
259
SBI Securities
Japan
$847 +$896 +37 New
BCWM
260
Bartlett & Co Wealth Management
Ohio
$802 – – –
JWA
261
JFS Wealth Advisors
Pennsylvania
$756 – – –
BBHC
262
Brown Brothers Harriman & Co
New York
$595 – – –
SVCP
263
Silicon Valley Capital Partners
California
$474 – – –
WTC
264
WhitTier Trust Company
Nevada
$434 – – –
CA
265
Clearstead Advisors
Ohio
$390 – – –
DF
266
Dunhill Financial
United Kingdom
$389 +$145 +6 +55%
TCOV
267
Trust Company of Vermont
Vermont
$321 – – –
PFBT
268
Parkside Financial Bank & Trust
Missouri
$298 -$121 -5 -28%
FFA
269
Farther Finance Advisors
California
$275 -$242 -10 -45%
KBFS
270
Kohmann Bosshard Financial Services
Ohio
$275 +$291 +12 New
SIC
271
SJS Investment Consulting
Ohio
$252 – – –
AWM
272
Abound Wealth Management
Tennessee
$229 – – –
MCM
273
MAI Capital Management
Ohio
$184 +$194 +8 New
CSWM
274
Cassady Schiller Wealth Management
Ohio
$160 +$170 +7 New
DPW
275
DiNuzzo Private Wealth
Pennsylvania
$138 – – –
9 10
11
12 13

ECHO Hedge Fund Activity: Q4 2024 in Review

284 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in EchoStar (ECHO) for Q4 2024, worth a combined $3.07B — up 10% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new ECHO positions and 34 closed out — a net gain of 11 holders — while 88 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $130M. The largest seller was Soros Fund Management, exiting entirely with an estimated $54.4M sold.

  • 284 institutional investors held EchoStar (ECHO) as of Q4 2024, up from 275 in Q3 2024.
  • Funds reported $3.07B of EchoStar stock for Q4 2024, up 10% quarter-over-quarter.
  • 45 funds opened new EchoStar positions in Q4 2024 and 34 closed out, a net change of +11 holders.
  • The largest EchoStar buyer in Q4 2024 was Fidelity Investments, an estimated $130M added.
  • The largest EchoStar seller in Q4 2024 was Soros Fund Management, an estimated $54.4M sold.

Based on aggregated 13F filings for Q4 2024.