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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
AAS
201
Avantax Advisory Services
Texas
$116K -$15.2K -1,867 -12%
CFO
202
Callan Family Office
Pennsylvania
$115K +$116K +14,316 New
P
203
&Partners
Tennessee
$114K +$112K +13,724 New
GT
204
Glenmede Trust
Pennsylvania
$114K -$6.69K -823 -5%
GI
205
GAMMA Investing
California
$114K +$28.8K +3,548 +34%
RS
206
Retirement Solution
Washington
$113K +$114K +14,057 New
IC
207
IEQ Capital
California
$112K +$8.3K +1,021 +8%
MGWM
208
Marks Group Wealth Management
Minnesota
$111K +$112K +13,732 New
HI
209
Harbour Investments
Wisconsin
$109K -$34.2K -4,206 -24%
VF
210
Vest Financial
Virginia
$109K +$26.4K +3,248 +32%
IPWA
211
International Private Wealth Advisors
California
$108K +$109K +13,364 New
MFG
212
Merit Financial Group
Georgia
$107K +$108K +13,287 New
MOS
213
MGO One Seven
Ohio
$107K +$108K +13,236 New
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$105K +$106K +13,014 New
Jones Financial Companies
215
Jones Financial Companies
Missouri
$104K +$19.8K +2,436 +23%
KAS
216
Kestra Advisory Services
Texas
$103K +$104K +12,769 New
FB
217
Fulton Bank
Pennsylvania
$102K +$103K +12,657 New
IC
218
Iconiq Capital
California
$99K +$13.6K +1,673 +16%
LSA
219
Leonteq Securities AG
Switzerland
$97K -$47K -5,788 -32%
LCM
220
LCM Capital Management
Illinois
$95.6K +$423 +52 +0.4%
SRC
221
Sage Rhino Capital
California
$95.2K +$96K +11,811 New
AWAU
222
Alliance Wealth Advisors (Utah)
Utah
$94K +$94.8K +11,661 New
RMCM
223
Reynders McVeigh Capital Management
Massachusetts
$93K
6F
224
626 Financial
Michigan
$92.4K
Barclays
225
Barclays
United Kingdom
$91.3K +$9.75K +1,200 +12%

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.