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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
SA
176
Sanctuary Advisors
Indiana
$167K -$16.4K -2,019 -9%
WI
177
WrapManager Inc
California
$167K +$168K +20,706 New
DAS
178
Diversify Advisory Services
Utah
$166K +$166K +20,367 New
NP
179
Nilsine Partners
Colorado
$162K
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$158K +$159K +19,585 New
Creative Planning
181
Creative Planning
Kansas
$156K +$37.5K +4,610 +31%
RWM
182
Ruedi Wealth Management
Illinois
$154K
RA
183
RFG Advisory
Alabama
$152K +$2.17K +267 +1%
P
184
Pitcairn
Pennsylvania
$149K +$5.28K +650 +4%
Empower Advisory Group
185
Empower Advisory Group
Colorado
$148K -$12.7K -1,563 -8%
HAM
186
Hedges Asset Management
Nevada
$145K
OMC
187
Old Mission Capital
Illinois
$145K +$146K +17,940 New
PS
188
Principal Securities
Iowa
$142K +$99K +12,180 +225%
SC
189
Savant Capital
Illinois
$142K +$49.5K +6,090 +53%
BTI
190
Blue Trust Inc
Georgia
$140K -$240K -29,504 -63%
SIA
191
Schechter Investment Advisors
Michigan
$136K +$610 +75 +0.4%
WC
192
Waterloo Capital
Texas
$135K -$75.1K -9,239 -35%
Financial Engines Advisors
193
Financial Engines Advisors
California
$131K +$132K +16,284 New
EC
194
EntryPoint Capital
New York
$127K +$128K +15,729 New
CG
195
CFO4Life Group
Texas
$127K +$128K +15,714 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$125K +$22.6K +2,783 +22%
BWM
197
Baron Wealth Management
Michigan
$122K +$123K +15,162 New
CCA
198
Checchi Capital Advisers
California
$121K +$11.9K +1,464 +11%
FIM
199
Freedom Investment Management
Connecticut
$120K -$31.7K -3,906 -21%
EI
200
Ellevest Inc
New York
$117K -$6.07K -747 -5%

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.