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Erie Indemnity

410 hedge funds and large institutions have $8.3B invested in Erie Indemnity in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 132 increasing their positions, 144 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

5.56% more ownership

Funds ownership: 37.33%42.9% (+5.6%)

4% more funds holding

Funds holding: 395410 (+15)

8% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 144

Holders
410
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$49.5M
Puts
$5.48M
Net Calls
Net Calls Change

Top Buyers

1 +$733M
2 +$182M
3 +$92M
4
VF
Vest Financial
Virginia
+$59.4M
5
State Street
State Street
Massachusetts
+$42.4M

Top Sellers

1 -$33M
2 -$29.3M
3 -$14.7M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$14M
5
Invesco
Invesco
Georgia
-$9.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
276
Revisor Wealth Management
Ohio
$368K
YMRC
277
Yorktown Management & Research Company
Virginia
$367K
PA
278
Parallel Advisors
California
$361K
CGH
279
Crossmark Global Holdings
Texas
$360K
JWA
280
JFS Wealth Advisors
Pennsylvania
$358K
MSS
281
Mitchell Sinkler & Starr
Pennsylvania
$356K
GWM
282
Geneos Wealth Management
Colorado
$347K
Wealth Enhancement Advisory Services
283
Wealth Enhancement Advisory Services
Minnesota
$339K
JWCA
284
J.W. Cole Advisors
Florida
$337K
NMIMC
285
Northwestern Mutual Investment Management Company
Wisconsin
$332K
GM
286
GeoWealth Management
Illinois
$329K
HT
287
Headlands Technologies
Illinois
$328K
Nomura Holdings
288
Nomura Holdings
Japan
$326K
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$325K
MPM
290
MBB Public Markets
Illinois
$324K
WJWM
291
Williams Jones Wealth Management
New York
$323K
CG
292
Cynosure Group
Utah
$322K
II
293
Inspire Investing
Idaho
$318K
BNP Paribas Asset Management
294
BNP Paribas Asset Management
France
$315K
CC
295
Corton Capital
Ontario, Canada
$312K
SFI
296
Siemens Fonds Invest
Germany
$300K
Axa
297
Axa
France
$298K
IMCOOI
298
Investment Management Corp of Ontario (IMCO)
Canada
$298K
JIC
299
Johnson Investment Counsel
Ohio
$293K
CBA
300
Coastal Bridge Advisors
Connecticut
$289K