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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
DE
351
DV Equities
Illinois
$10K +$10.4K +35 New
DIP
352
DT Investment Partners
Pennsylvania
$9.46K
MA
353
MCF Advisors
Kentucky
$8.6K +$8.96K +30 New
CT
354
Clearstead Trust
Maine
$8.31K +$6.87K +23 +383%
AAP
355
Arax Advisory Partners
Colorado
$8.03K -$348K -1,166 -98%
RFP
356
Root Financial Partners
California
$8.03K +$3.28K +11 +65%
KFG
357
Kingdom Financial Group
Arizona
$7.19K +$7.46K +25 New
VCM
358
Versant Capital Management
Arizona
$6.31K -$2.98K -10 -31%
ZBNA
359
Zions Bancorporation, National Association
Utah
$6.02K +$2.39K +8 +62%
EWP
360
Elevation Wealth Partners
California
$6.02K +$6.27K +21 New
AssetMark Inc
361
AssetMark Inc
California
$5.73K +$2.09K +7 +54%
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$5.45K
AAG
363
Armstrong Advisory Group
Massachusetts
$5.16K -$3.88K -13 -42%
YDMI
364
Y.D. More Investments
Israel
$5.16K -$597 -2 -10%
WA
365
WPG Advisers
Maryland
$4.87K
FAMI
366
Fideuram Asset Management (Ireland)
$4.65K +$3.58K +12 New
PFBT
367
Parkside Financial Bank & Trust
Missouri
$4.59K +$895 +3 +23%
CFO
368
CVA Family Office
Colorado
$4.59K -$1.79K -6 -27%
RIL
369
Rothschild Investment LLC
Illinois
$4.59K +$3.28K +11 +220%
JSAM
370
J. Safra Asset Management
New York
$4.59K +$4.78K +16 New
IA
371
IFP Advisors
Florida
$4.01K +$895 +3 +27%
GKIM
372
GW&K Investment Management
Massachusetts
$4K +$3.58K +12 +1,200%
HFS
373
Horizon Financial Services
North Carolina
$3.15K -$3.58K -12 -52%
TFA
374
Toth Financial Advisory
Virginia
$2.87K
AFC
375
Ares Financial Consulting
California
$2.87K +$2.98K +10 New