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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
SC
101
Syon Capital
California
$737K -$812K -99,938 -52%
TC
102
TownSquare Capital
Utah
$728K +$600K +73,835 +449%
NAM
103
NorthCrest Asset Manangement
Minnesota
$689K -$85.9K -10,565 -11%
Corient Private Wealth
104
Corient Private Wealth
Florida
$677K +$140K +17,177 +26%
MFF
105
Michels Family Financial
Texas
$663K +$668K +82,217 New
KA
106
Kovack Advisors
Florida
$659K -$30.5K -3,747 -4%
MIC
107
Maxi Investments CY
Cyprus
$627K +$633K +77,830 New
OCBCO
108
Oversea-Chinese Banking Corp (OCBC)
Singapore
$627K +$525K +64,616 +491%
MML Investors Services
109
MML Investors Services
Massachusetts
$622K +$165K +20,295 +36%
Cerity Partners
110
Cerity Partners
New York
$612K -$105K -12,939 -14%
SFA
111
Sequoia Financial Advisors
Ohio
$611K +$22.5K +2,763 +4%
AI
112
AdvisorShares Investments
Maryland
$578K +$583K +71,670 New
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$570K +$62.2K +7,649 +12%
Invesco
114
Invesco
Georgia
$561K -$59.7K -7,342 -10%
SSG
115
Summit Securities Group
New York
$556K +$560K +68,929 New
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$530K -$9.19K -1,131 -2%
VT
117
Vise Technologies
New York
$485K +$202K +24,883 +71%
IFWM
118
Institute for Wealth Management
Colorado
$476K -$17.5K -2,155 -4%
Envestnet Portfolio Solutions
119
Envestnet Portfolio Solutions
Illinois
$476K +$286K +35,234 +148%
CC
120
Callan Capital
California
$457K +$31.1K +3,821 +7%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$455K +$69.6K +8,568 +18%
BCI
122
Brinker Capital Investments
Pennsylvania
$439K +$44.8K +5,518 +11%
OPS
123
Orion Portfolio Solutions
Nebraska
$439K +$44.8K +5,518 +11%
MYIA
124
Mount Yale Investment Advisors
Colorado
$427K +$431K +53,018 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$419K +$30.3K +3,726 +8%

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.