Ericsson

ERIC • NASDAQ

Ericsson is a publicly traded company on NASDAQ. As of Q3 2025, 305 institutional investors hold shares in this company, with total holdings valued at $2.0B. HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC is the largest holder with a position valued at $797.0M.

Employees100.0K

Websiteericsson.com

Overview

Overview of institutional ownership in ERIC as of Q3 2025

All Institutions

Institutions: 305
Value Held: $2.0B
Shares Held: 240.2M
Avg Position: $6.5M
Median Position: $219.1K

Hedge Funds

Hedge Funds: 26
Value Held: $301.0M
Shares Held: 36.4M
Avg Position: $11.6M
Median Position: $985.0K

Biggest Investors

Institutions with the largest positions in ERIC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$797.0M 2.47% of portfolio	0.00% 96.4M shares	Q4 2022 Held for 2y 11m	$32.2B
PRIMECAP MANAGEMENT CO/CA/ Long Only Manager	Theofanis A Kolokotrones Chairman	$205.9M 0.16% of portfolio	0.00% 24.9M shares	Q4 2022 Held for 2y 11m	$128.84B
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$108.7M 0.14% of portfolio	0.00% 13.1M shares	Q2 2024 Held for 1y 5m	$75.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$87.2M 0.01% of portfolio	0.00% 10.5M shares	Q4 2022 Held for 2y 11m	$1.65T
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	Anthony Ryan CEO	$85.8M 0.05% of portfolio	0.00% 10.4M shares	Q3 2024 Held for 1y 2m	$158.92B
UBS Group AG Institution	Sergio P. Ermotti CEO	$58.4M 0.01% of portfolio	0.00% 7.1M shares	Q3 2023 Held for 2y 2m	$511.54B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$48.6M 0.01% of portfolio	0.00% 5.9M shares	Q4 2022 Held for 2y 11m	$691.34B
S SEI INVESTMENTS CO Institution	-	$43.2M 0.05% of portfolio	0.00% 5.2M shares	Q4 2022 Held for 2y 11m	$93.0B
N NEW YORK STATE COMMON RETIREMENT FUND Institution	-	$34.0M 0.04% of portfolio	0.00% 4.1M shares	Q3 2025 Held for 2 months	$77.1B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$31.8M 0.03% of portfolio	0.00% 3.9M shares	Q4 2022 Held for 2y 11m	$122.08B

Net Capital Flow

Institutional buying and selling activity for ERIC in Q3 2025

Traded: −$435.5M
Buyers: 143
Sellers: 174
Total Bought: +$110.5M
Total Sold: −$546.0M
Avg Position: $5.4M

Biggest Buyers

Institution	Net Bought	Current Position
N NEW YORK STATE COMMON RETIREMENT FUND Institution	+$34.0M +-82.0K shares	$34.0M 4.1M shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	+$13.0M +334.1K shares	$13.0M 1.6M shares
M MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Institution	+$7.2M +866.3K shares	$18.0M 2.2M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$6.3M +760.6K shares	$31.8M 3.9M shares
Marshall Wace LLP Institution	+$6.2M +755.6K shares	$8.9M 1.1M shares
B BlackRock, Inc. Institution	+$4.0M +485.9K shares	$10.3M 1.2M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	+$3.4M +414.9K shares	$10.4M 1.3M shares
BANK OF MONTREAL /CAN/ Institution	+$3.3M +397.3K shares	$20.4M 2.5M shares
FIRST TRUST ADVISORS LP ETF Provider	+$3.3M +394.5K shares	$10.0M 1.2M shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	+$3.2M +392.3K shares	$3.2M 392.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$69.7M −8.4M shares	$108.7M 13.1M shares
O Optiver Holding B.V. Institution	−$50.6M −6.1M shares	$16.0M 1.9M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$46.3M −5.6M shares	$85.8M 10.4M shares
MORGAN STANLEY RIA/Wealth	−$44.7M −5.4M shares	$87.2M 10.5M shares
Colony Capital, Inc. Institution	−$33.0M −3.9M shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$28.7M −3.5M shares	$4.0M 480.6K shares
C Cubist Systematic Strategies, LLC Institution	−$28.5M −3.4M shares	Sold Off 0 shares
UBS Group AG Institution	−$21.4M −2.6M shares	$58.4M 7.1M shares
B BNP PARIBAS ARBITRAGE, SA Institution	−$19.2M −2.3M shares	$8.5M 1.0M shares
JPMORGAN CHASE & CO Institution	−$17.4M −2.1M shares	$11.7M 1.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ERIC in Q3 2025

New Positions: 36
New Value: $56.9M
Exited Positions: 63
Exited Value: $117.3M

New Positions

Institution	Position Value
N NEW YORK STATE COMMON RETIREMENT FUND Institution	$34.0M 4.1M shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$13.0M 1.6M shares
PANAGORA ASSET MANAGEMENT INC Hedge Fund•Quant	$3.2M 392.3K shares
BCS Private Wealth Management, Inc. RIA/Wealth	$2.6M 305.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$757.3K 91.6K shares
SHELTON CAPITAL MANAGEMENT Long Only Manager	$734.4K 88.8K shares
C Cardinal Point Capital Management, ULC Hedge Fund•Value	$535.5K 64.8K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$432.9K 52.3K shares
Net Worth Advisory Group RIA/Wealth	$320.7K 38.8K shares
C Catalyst Funds Management Pty Ltd Institution	$272.9K 33.0K shares

Exited Positions

Institution	Previous Position
Colony Capital, Inc. Institution	$33.0M 3.9M shares
C Cubist Systematic Strategies, LLC Institution	$28.5M 3.4M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$15.7M 1.9M shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$10.4M 1.2M shares
W WHITE BAY PT LLC Institution	$7.8M 924.8K shares
A Amundi Institution	$4.3M 498.9K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$3.5M 414.1K shares
B Bayesian Capital Management, LP Hedge Fund•Quant	$2.9M 343.4K shares
S STIFEL FINANCIAL CORP Long Only Manager	$1.5M 175.8K shares
A AdvisorShares Investments LLC Institution	$1.0M 122.2K shares

Options Activity

Institutions with the largest Call and Put options positions in ERIC as of Q3 2025

Call Positions: 7
Call Value: $10.9M
Put Positions: 7
Put Value: $2.9M

Call Positions

Institution	Position Value
H HSBC HOLDINGS PLC Institution	$3.5M 4.3K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.5M 4.2K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 3.0K contracts
P PEAK6 LLC Institution	$767.5K 928.0 contracts
J JANE STREET GROUP, LLC Institution	$530.9K 642.0 contracts
W WOLVERINE TRADING, LLC Institution	$81.9K 101.0 contracts
Walleye Trading LLC RIA/Wealth	$3.3K 4.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$985.0K 1.2K contracts
UBS Group AG Institution	$902.3K 1.1K contracts
P PEAK6 LLC Institution	$413.5K 500.0 contracts
Walleye Trading LLC RIA/Wealth	$170.4K 206.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$165.4K 200.0 contracts
J JANE STREET GROUP, LLC Institution	$147.2K 178.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$86.0K 104.0 contracts

Most Committed Institutions

Institutions with ERIC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Drum Hill Capital, LLC RIA/Wealth	David Cleaves Nightingale CIO	6.51% $5.9M	0.00% 713.6K shares	Q4 2024 Held for 11 months	$90.7M
A ABC ARBITRAGE SA Institution	-	2.61% $26.5M	0.00% 3.2M shares	Q1 2025 Held for 8 months	$1.0B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	2.47% $797.0M	0.00% 96.4M shares	Q4 2022 Held for 2y 11m	$32.2B
Turim 21 Investimentos Ltda. RIA/Wealth	Leonardo Martins Moraes CEO	2.02% $5.5M	0.00% 670.0K shares	Q1 2024 Held for 1y 8m	$273.8M
BCS Private Wealth Management, Inc. RIA/Wealth	Christopher Paul Bernard President	0.92% $2.6M	0.00% 305.7K shares	Q3 2025 Held for 2 months	$279.3M
Henry James International Management Inc. Long Only Manager	James Henry O'Leary CEO	0.89% $2.4M	0.00% 291.0K shares	Q4 2022 Held for 2y 11m	$271.0M
LEUTHOLD WEEDEN CAPITAL MANAGEMENT Long Only Manager	Jeffrey Chet Leadholm CEO	0.58% $5.3M	0.00% 642.6K shares	Q4 2024 Held for 11 months	$913.7M
Michels Family Financial, LLC RIA/Wealth	Nicholas Eugene Michels Managing Partner	0.49% $630.7K	0.00% 76.3K shares	Q4 2024 Held for 11 months	$128.4M
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.38% $3.4M	0.00% 405.5K shares	Q4 2024 Held for 11 months	$885.1M
O Optiver Holding B.V. Institution	-	0.26% $16.0M	0.00% 1.9M shares	Q1 2025 Held for 8 months	$6.1B

Hedge Fund Spotlight

Discover hedge funds investing in ERIC

ARROWSTREET CAPITAL LIMITED PARTNERSHIP

Hedge Fund • Quant

Portfolio ManagerAnthony Ryan

Portfolio Value: $158.92B
Positions: 1,827
Last Reported: Q3 2025

Sector Allocation

Position in Ericsson

Market Value: $85.8M
Shares Held: 10.4M
Portfolio Weight: 0.05%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$7.2B	4.51%
2 Microsoft MSFT	Software - Infrastructure Technology	$6.5B	4.11%
3 Nvidia NVDA	Semiconductors Technology	$4.8B	3.02%