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Ericsson

317 hedge funds and large institutions have $3.21B invested in Ericsson in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 123 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 27

105% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 60

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more capital invested

Capital invested by funds: $2.14B → $3.21B (+$1.07B)

19% more funds holding

Funds holding: 266317 (+51)

2.79% more ownership

Funds ownership: 10.11%12.9% (+2.8%)

10% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $15M

Holders
317
Holders Change
+51
Holders Change %
+19.17%
% of All Funds
4.18%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
81
Increased
123
Reduced
60
Closed
27
Calls
$13.5M
Puts
$15M
Net Calls
-$1.55M
Net Calls Change
+$615K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Endowment Wealth Management
Wisconsin
$90.9K +$91.6K +11,276 New
M&T Bank
227
M&T Bank
New York
$90.3K
TWC
228
TD Waterhouse Canada
Ontario, Canada
$88.3K -$88.9K -10,940 -50%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$88.1K -$113K -13,941 -56%
BMCM
230
Burns Matteson Capital Management
New York
$85.7K +$86.4K +10,628 New
DC
231
Diametric Capital
Massachusetts
$84.7K +$85.4K +10,513 New
VFA
232
Valeo Financial Advisors
Indiana
$80.7K +$81.4K +10,012 New
FDCP
233
Foster Dykema Cabot & Partners
Massachusetts
$78.9K -$6.62K -815 -8%
SS
234
SBI Securities
Japan
$76.7K +$77.3K +9,514 New
GBT
235
Grove Bank & Trust
Florida
$72.3K +$2.93K +360 +4%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$70K +$2.25K +277 +3%
HCP
237
Hexagon Capital Partners
Arkansas
$62.2K +$16.7K +2,057 +36%
CH
238
Cromwell Holdings
Wyoming
$47.9K
SAM
239
Smartleaf Asset Management
Massachusetts
$40.3K +$23.1K +2,840 +132%
FP
240
Financial Perspectives
Minnesota
$37.1K
GM
241
GeoWealth Management
Illinois
$35.6K +$35.9K +4,422 New
MDA
242
Minot DeBlois Advisors
Massachusetts
$35.1K +$35.4K +4,350 New
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34.6K +$862 +106 +3%
PTC
244
Private Trust Company
Ohio
$34.3K +$23.3K +2,866 +206%
AAG
245
Armstrong Advisory Group
Massachusetts
$34.1K
AF
246
Allworth Financial
California
$29K +$2.89K +356 +12%
MSFP
247
Mark Sheptoff Financial Planning
Connecticut
$28.2K
RIL
248
Rothschild Investment LLC
Illinois
$24.7K -$2.46K -302 -9%
Credit Agricole
249
Credit Agricole
France
$24.2K
GWM
250
Geneos Wealth Management
Colorado
$24.2K

ERIC Hedge Fund Activity: Q4 2024 in Review

317 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q4 2024, worth a combined $3.21B — up 50% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ERIC positions and 27 closed out — a net gain of 54 holders — while 123 added to existing stakes and 60 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $365M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $51M.

  • 317 institutional investors held Ericsson (ERIC) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $3.21B of Ericsson stock for Q4 2024, up 50% quarter-over-quarter.
  • 81 funds opened new Ericsson positions in Q4 2024 and 27 closed out, a net change of +54 holders.
  • The largest Ericsson buyer in Q4 2024 was Acadian Asset Management, an estimated $365M added.
  • The largest Ericsson seller in Q4 2024 was Hotchkis & Wiley Capital Management, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2024.