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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
BWP
126
Baldwin Wealth Partners
Massachusetts
$418K +$275K +33,865 +188%
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$410K -$116K -14,224 -22%
AI
128
Atria Investments
North Carolina
$408K +$324K +39,889 +371%
RCM
129
RNC Capital Management
California
$403K -$7.36K -905 -2%
TRCT
130
Tower Research Capital (TRC)
New York
$398K +$299K +36,768 +291%
GRP
131
Global Retirement Partners
California
$394K +$291K +35,863 +275%
PAS
132
Park Avenue Securities
New York
$389K +$139K +17,098 +55%
Truist Financial
133
Truist Financial
North Carolina
$382K +$172K +21,192 +81%
YCM
134
Yousif Capital Management
Michigan
$381K
IB
135
Intrust Bank
Kansas
$380K +$52.5K +6,457 +16%
IRC
136
Investors Research Corp
Georgia
$360K -$365K -44,869 -50%
DWT
137
Dorsey & Whitney Trust
South Dakota
$353K +$24.8K +3,052 +7%
AIM
138
Aigen Investment Management
New York
$339K +$342K +42,025 New
AFG
139
Atomi Financial Group
New York
$324K +$52.4K +6,442 +19%
FAFN
140
First Affirmative Financial Network
Colorado
$324K +$14.6K +1,798 +5%
PA
141
Profund Advisors
Maryland
$309K -$132K -16,232 -30%
Osaic Holdings
142
Osaic Holdings
Arizona
$302K +$159K +19,532 +109%
CAM
143
Cresset Asset Management
Illinois
$294K -$557K -68,527 -65%
JF
144
Jump Financial
Illinois
$294K -$11.3M -1,388,376 -97%
DADC
145
D.A. Davidson & Co
Montana
$281K +$179 +22 +0.1%
Balyasny Asset Management
146
Balyasny Asset Management
Illinois
$273K +$275K +33,809 New
TI
147
Tidal Investments
Wisconsin
$263K +$20.2K +2,484 +8%
CA
148
Claro Advisors
Massachusetts
$259K +$261K +32,169 New
UCFA
149
United Capital Financial Advisors
Texas
$258K +$4.77K +587 +2%
AWM
150
Aprio Wealth Management
Georgia
$258K +$132K +16,196 +103%

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.