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Ericsson

324 hedge funds and large institutions have $3.11B invested in Ericsson in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 112 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

20% more funds holding in top 10

Funds holding in top 10: 5 β†’ 6 (+1)

2% more funds holding

Funds holding: 318 β†’ 324 (+6)

7% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $11.9M

1% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 112

0.07% more ownership

Funds ownership: 12.9% β†’ 12.97% (+0.07%)

3% less capital invested

Capital invested by funds: $3.21B β†’ $3.11B (-$102M)

Holders
324
Holders Change
+6
Holders Change %
+1.89%
% of All Funds
4.34%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
46
Increased
113
Reduced
112
Closed
35
Calls
$12.7M
Puts
$11.9M
Net Calls
+$851K
Net Calls Change
+$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
301
Trust Company of Vermont
Vermont
$1.24K +$1.29K +160 New
ZBNA
302
Zions Bancorporation, National Association
Utah
$1.2K +$1.25K +155 New
SA
303
SRH Advisors
Kansas
$1.16K – – –
WTC
304
WhitTier Trust Company
Nevada
$1.04K – – –
AA
305
Addison Advisors
Vermont
$986 – – –
WBC
306
West Branch Capital
Massachusetts
$776 – – –
PWAM
307
Private Wealth Asset Management
Iowa
$745 +$775 +96 New
NC
308
NewSquare Capital
Pennsylvania
$698 +$727 +90 New
HWP
309
Highline Wealth Partners
California
$574 +$598 +74 New
LFG
310
Larson Financial Group
Missouri
$559 +$581 +72 New
S
311
SignatureFD
Georgia
$520 – – –
TWD
312
True Wealth Design
Ohio
$497 -$170 -21 -25%
KFI
313
Key Financial Inc
Pennsylvania
$466 – – –
NSIM
314
North Star Investment Management
Illinois
$442 – – –
RWML
315
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$427 – – –
IA
316
IFP Advisors
Florida
$287 -$2.91K -360 -91%
GWMI
317
Guardian Wealth Management (Illinois)
Illinois
$233 – – –
MCM
318
MAI Capital Management
Ohio
$156 – – –
CWP
319
Concord Wealth Partners
Virginia
$155 +$161 +20 New
SL
320
Salomon & Ludwin
Virginia
$109 +$113 +14 New
BWL
321
Bogart Wealth LLC
Virginia
$78 +$81 +10 New
GWSG
322
GPS Wealth Strategies Group
Colorado
$70 +$73 +9 New
HNB
323
Huntington National Bank
Ohio
$16 -$10.7K -1,331 -100%
RA
324
Rise Advisors
New York
$10 -$17.6K -2,178 -100%
Fidelity International
325
Fidelity International
Bermuda
– -$8.06M -1,000,000 Closed

ERIC Hedge Fund Activity: Q1 2025 in Review

324 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ericsson (ERIC) for Q1 2025, worth a combined $3.11B β€” down 3.2% from $3.21B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new ERIC positions and 35 closed out β€” a net gain of 11 holders β€” while 113 added to existing stakes and 112 trimmed.

The largest buyer was ABC Arbitrage, opening a new position worth an estimated $25.1M. The largest seller was Millennium Management, cutting an estimated $30.6M.

  • 324 institutional investors held Ericsson (ERIC) as of Q1 2025, up from 318 in Q4 2024.
  • Funds reported $3.11B of Ericsson stock for Q1 2025, down 3.2% quarter-over-quarter.
  • 46 funds opened new Ericsson positions in Q1 2025 and 35 closed out, a net change of +11 holders.
  • The largest Ericsson buyer in Q1 2025 was ABC Arbitrage, an estimated $25.1M added.
  • The largest Ericsson seller in Q1 2025 was Millennium Management, an estimated $30.6M sold.

Based on aggregated 13F filings for Q1 2025.