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Erie Indemnity

417 hedge funds and large institutions have $5.97B invested in Erie Indemnity in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 132 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
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
$45.3M
Puts
$1.03M
Net Calls
Net Calls Change

Top Buyers

1 +$33M
2 +$22.7M
3 +$22.1M
4
Goldman Sachs
Goldman Sachs
New York
+$19.7M
5
Morgan Stanley
Morgan Stanley
New York
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$60K
HFS
327
Hantz Financial Services
Michigan
$59K
GRP
328
Global Retirement Partners
California
$51.1K
S
329
SignatureFD
Georgia
$46.2K
PCM
330
Penserra Capital Management
California
$38K
TE
331
Tema ETFs
New York
$30.7K
UB
332
UMB Bank
Missouri
$30.4K
FFA
333
Farther Finance Advisors
California
$24.7K
OL
334
OneFund LLC
Florida
$21.2K
CA
335
Clearstead Advisors
Ohio
$20.1K
SIM
336
Sentry Investment Management
Wisconsin
$20K
TIM
337
Thompson Investment Management
Wisconsin
$18.3K
EWA
338
EverSource Wealth Advisors
Alabama
$16.3K
WT
339
Whittier Trust
California
$14.3K
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$13.2K
EW
341
Elyxium Wealth
California
$13.2K
RBI
342
Raiffeisen Bank International
Austria
$12.7K
NA
343
NewEdge Advisors
Louisiana
$11.5K
LAS
344
Lloyd Advisory Services
Georgia
$11.2K
SSG
345
Summit Securities Group
New York
$10.9K
BBHC
346
Brown Brothers Harriman & Co
New York
$10.3K
DE
347
DV Equities
Illinois
$10K
DIP
348
DT Investment Partners
Pennsylvania
$9.46K
MA
349
MCF Advisors
Kentucky
$8.6K
CT
350
Clearstead Trust
Maine
$8.31K