ERIE icon

Erie Indemnity

414 hedge funds and large institutions have $7.55B invested in Erie Indemnity in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 131 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.77% more ownership

Funds ownership: 50.64%51.41% (+0.77%)

7% less capital invested

Capital invested by funds: $8.11B → $7.55B (-$559M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25M
Puts
$3.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSS
276
Mitchell Sinkler & Starr
Pennsylvania
$311K
AC
277
Allstate Corporation
Illinois
$309K
RWM
278
Revisor Wealth Management
Ohio
$308K
CGH
279
Crossmark Global Holdings
Texas
$308K
HighTower Advisors
280
HighTower Advisors
Illinois
$306K
CG
281
Cynosure Group
Utah
$296K
CB
282
CNB Bank
Pennsylvania
$289K
OAC
283
OMERS Administration Corp
Ontario, Canada
$287K
MFG
284
Merit Financial Group
Georgia
$283K
Focus Partners Wealth
285
Focus Partners Wealth
Massachusetts
$275K
PA
286
Parallel Advisors
California
$272K
JWA
287
JFS Wealth Advisors
Pennsylvania
$272K
JWCA
288
J.W. Cole Advisors
Florida
$263K
NMIMC
289
Northwestern Mutual Investment Management Company
Wisconsin
$258K
Wealth Enhancement Advisory Services
290
Wealth Enhancement Advisory Services
Minnesota
$257K
SC
291
SummitTX Capital
Texas
$254K
SFI
292
Siemens Fonds Invest
Germany
$251K
WJWM
293
Williams Jones Wealth Management
New York
$245K
MMA
294
Mizuho Markets Americas
New York
$245K
SCM
295
Stevens Capital Management
Pennsylvania
$239K
US Bancorp
296
US Bancorp
Minnesota
$238K
Bessemer Group
297
Bessemer Group
New Jersey
$227K
CBA
298
Coastal Bridge Advisors
Connecticut
$226K
BBVA
299
Banco Bilbao Vizcaya Argentaria
Spain
$218K
MSA
300
MUFG Securities Americas
New York
$218K