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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
WWM
251
Wolff Wiese Magana
California
$21K
AWM
252
Avior Wealth Management
Nebraska
$20K
AG
253
AmeriFlex Group
Nevada
$19.9K +$21.5K +2,651 New
SIS
254
Sound Income Strategies
Florida
$18.1K
RA
255
Rise Advisors
New York
$17.6K +$203 +25 +1%
AP
256
Advisors Preferred
Maryland
$17K +$17.1K +2,105 New
CFGS
257
Concourse Financial Group Securities
Alabama
$16.7K -$3.44K -423 -18%
UB
258
UMB Bank
Missouri
$16.1K
CTC
259
Central Trust Company
Missouri
$15.3K -$788 -97 -5%
JWA
260
JFS Wealth Advisors
Pennsylvania
$14.7K +$4.01K +493 +37%
CAM
261
Chesapeake Asset Management
New York
$14.5K
WWP
262
WR Wealth Planners
Missouri
$14.5K
BWAM
263
Boyd Watterson Asset Management
Ohio
$14.2K
VWM
264
Vermillion Wealth Management
Minnesota
$13.9K +$14K +1,720 New
FHA
265
First Horizon Advisors
Tennessee
$12.8K +$11.2K +1,374 +633%
CIAM
266
Caitong International Asset Management
Hong Kong
$12.7K +$12.8K +1,572 New
VCM
267
Versant Capital Management
Arizona
$12.5K +$12.6K +1,556 New
FFA
268
Farther Finance Advisors
California
$12.2K +$6.23K +766 +103%
MWA
269
Moser Wealth Advisors
Washington
$12.1K
HNB
270
Huntington National Bank
Ohio
$10.7K +$252 +31 +2%
BOJHT
271
Bank of Jackson Hole Trust
Wyoming
$8.06K +$8.13K +1,000 New
SPIA
272
Steward Partners Investment Advisory
New York
$7.83K -$2.83K -348 -26%
SC
273
SouthState Corp
Florida
$7.33K
WSFS
274
Wilmington Savings Fund Society
Delaware
$7.2K
KIM
275
Kestra Investment Management
Texas
$6.52K +$6.58K +809 New

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.