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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
OWP
326
ORG Wealth Partners
Texas
$71.6K
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70K
Nisa Investment Advisors
328
Nisa Investment Advisors
Missouri
$63.3K
AF
329
Allworth Financial
California
$59.9K
S
330
SignatureFD
Georgia
$54.1K
PPA
331
Pilgrim Partners Asia
Singapore
$50.9K
PCM
332
Penserra Capital Management
California
$43K
MG
333
Mather Group
Illinois
$40.4K
AV
334
ASR Vermogensbeheer
Netherlands
$36.6K
Jones Financial Companies
335
Jones Financial Companies
Missouri
$34.9K
SAM
336
Shell Asset Management
Netherlands
$33K
EWA
337
EverSource Wealth Advisors
Alabama
$29.3K
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$27K
SIM
339
Sentry Investment Management
Wisconsin
$23K
FFA
340
Farther Finance Advisors
California
$22.9K
OL
341
OneFund LLC
Florida
$22K
TIM
342
Thompson Investment Management
Wisconsin
$20.4K
UB
343
UMB Bank
Missouri
$19.4K
WT
344
Whittier Trust
California
$16K
SSG
345
Summit Securities Group
New York
$14K
RBI
346
Raiffeisen Bank International
Austria
$13.8K
NA
347
NewEdge Advisors
Louisiana
$12.7K
FDCP
348
Foster Dykema Cabot & Partners
Massachusetts
$12.1K
HFS
349
Hantz Financial Services
Michigan
$11K
CIAM
350
Caitong International Asset Management
Hong Kong
$10.8K