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Erie Indemnity

436 hedge funds and large institutions have $5B invested in Erie Indemnity in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 188 increasing their positions, 114 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

743% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $2.71M

91% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 43

65% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 114

8% more funds holding

Funds holding: 402436 (+34)

1.83% more ownership

Funds ownership: 43.31%45.14% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $5.03B → $5B (-$29M)

Holders
436
Holders Change
+34
Holders Change %
+8.46%
% of All Funds
5.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
82
Increased
188
Reduced
114
Closed
43
Calls
$22.8M
Puts
$2.71M
Net Calls
+$20.1M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
Allworth Financial
California
$96.4K +$28.4K +124 +45%
Jones Financial Companies
327
Jones Financial Companies
Missouri
$86.8K +$5.73K +25 +7%
SFI
328
Siemens Fonds Invest
Germany
$86.5K +$4.58K +20 +6%
TRCT
329
Tower Research Capital (TRC)
New York
$84.6K -$103K -449 -56%
S
330
SignatureFD
Georgia
$80.6K +$33.5K +146 +77%
IWC
331
Integrated Wealth Concepts
Massachusetts
$77.7K +$74.3K +324 New
FC
332
Financial Consulate
Maryland
$56.6K
AIP
333
Ameritas Investment Partners
Nebraska
$56.3K
BBHC
334
Brown Brothers Harriman & Co
New York
$50.8K -$27.5K -120 -36%
UB
335
UMB Bank
Missouri
$49.1K -$21.6K -94 -31%
EWA
336
EverSource Wealth Advisors
Alabama
$47K -$6.42K -28 -13%
HFS
337
Horizon Financial Services
North Carolina
$43.4K +$23.8K +104 +135%
EP
338
Essential Partners
California
$40.3K +$36.9K +161 +2,300%
FFA
339
Farther Finance Advisors
California
$35.5K +$17K +74 +100%
PCM
340
Penserra Capital Management
California
$34K +$1.6K +7 +5%
AssetMark Inc
341
AssetMark Inc
California
$33.8K +$17K +74 +110%
VCM
342
Versant Capital Management
Arizona
$33.6K +$22.5K +98 +233%
O
343
Ossiam
France
$33.3K +$31.9K +139 New
LFG
344
Larson Financial Group
Missouri
$31.2K +$29.3K +128 +6,400%
Los Angeles Capital Management
345
Los Angeles Capital Management
California
$29.7K
BC
346
Bayforest Capital
United Kingdom
$29.5K +$28.2K +123 New
ZBNA
347
Zions Bancorporation, National Association
Utah
$28.5K +$23.4K +102 +600%
GRP
348
Global Retirement Partners
California
$28.5K +$27.3K +119 New
SL
349
Salomon & Ludwin
Virginia
$26.9K +$24.8K +108 New
Federated Hermes
350
Federated Hermes
Pennsylvania
$25.4K -$229 -1 -0.9%

ERIE Hedge Fund Activity: Q2 2026 in Review

436 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q2 2026, worth a combined $5B — down 0.58% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ERIE positions and 43 closed out — a net gain of 39 holders — while 188 added to existing stakes and 114 trimmed.

The largest buyer was Invesco, adding an estimated $21.7M. The largest seller was Franklin Resources, cutting an estimated $36.4M.

  • 436 institutional investors held Erie Indemnity (ERIE) as of Q2 2026, up from 402 in Q1 2026.
  • Funds reported $5B of Erie Indemnity stock for Q2 2026, down 0.58% quarter-over-quarter.
  • 82 funds opened new Erie Indemnity positions in Q2 2026 and 43 closed out, a net change of +39 holders.
  • The largest Erie Indemnity buyer in Q2 2026 was Invesco, an estimated $21.7M added.
  • The largest Erie Indemnity seller in Q2 2026 was Franklin Resources, an estimated $36.4M sold.

Based on aggregated 13F filings for Q2 2026.