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Erie Indemnity

423 hedge funds and large institutions have $5.97B invested in Erie Indemnity in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,289% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $1.03M

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

1% more funds holding

Funds holding: 420423 (+3)

0.46% more ownership

Funds ownership: 44.66%45.12% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $6.56B → $5.97B (-$586M)

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
59
Increased
174
Reduced
133
Closed
48
Calls
$45.3M
Puts
$1.03M
Net Calls
+$44.3M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
326
Financial Consulate
Maryland
$67.7K -$1.49K -5 -2%
AIP
327
Ameritas Investment Partners
Nebraska
$67.4K
AF
328
Allworth Financial
California
$65.6K +$12.2K +41 +22%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$60K +$37.3K +125 +149%
HFS
330
Hantz Financial Services
Michigan
$59K +$51.3K +172 +491%
GRP
331
Global Retirement Partners
California
$51.1K -$24.2K -81 -31%
S
332
SignatureFD
Georgia
$46.2K -$2.69K -9 -5%
BWA
333
Basecamp Wealth Advisors
Washington
$42.7K +$44.5K +149 New
PCM
334
Penserra Capital Management
California
$38K -$298 -1 -0.7%
TE
335
Tema ETFs
New York
$30.7K +$31.9K +107 New
UB
336
UMB Bank
Missouri
$30.4K +$13.4K +45 +74%
FFA
337
Farther Finance Advisors
California
$24.7K +$4.18K +14 +19%
OL
338
OneFund LLC
Florida
$21.2K +$1.49K +5 +7%
CA
339
Clearstead Advisors
Ohio
$20.1K +$14.9K +50 +250%
SIM
340
Sentry Investment Management
Wisconsin
$20K
TIM
341
Thompson Investment Management
Wisconsin
$18.3K
EWA
342
EverSource Wealth Advisors
Alabama
$16.3K -$10.4K -35 -38%
WT
343
Whittier Trust
California
$14.3K
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$13.2K +$4.18K +14 +44%
EW
345
Elyxium Wealth
California
$13.2K +$13.7K +46 New
RBI
346
Raiffeisen Bank International
Austria
$12.7K
NA
347
NewEdge Advisors
Louisiana
$11.5K
LAS
348
Lloyd Advisory Services
Georgia
$11.2K +$11.6K +39 New
SSG
349
Summit Securities Group
New York
$10.9K -$1.79K -6 -14%
BBHC
350
Brown Brothers Harriman & Co
New York
$10.3K +$3.88K +13 +57%