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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
DIP
351
DT Investment Partners
Pennsylvania
$10.5K
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$10.2K
VCM
353
Versant Capital Management
Arizona
$10.2K
SL
354
Salomon & Ludwin
Virginia
$9.89K
AAG
355
Armstrong Advisory Group
Massachusetts
$9.86K
IUHSA
356
Itau Unibanco Holding S.A.
Brazil
$7.64K
BBHC
357
Brown Brothers Harriman & Co
New York
$7.32K
HFS
358
Horizon Financial Services
North Carolina
$7.32K
CFO
359
CVA Family Office
Colorado
$7K
RA
360
Rise Advisors
New York
$6.67K
CA
361
Clearstead Advisors
Ohio
$6.36K
YDMI
362
Y.D. More Investments
Israel
$6.36K
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$6.04K
WANY
364
Wealthspire Advisors (New York)
New York
$6.04K
PS
365
Principal Securities
Iowa
$5.53K
WA
366
WPG Advisers
Maryland
$5.41K
RFP
367
Root Financial Partners
California
$5.41K
Simplex Trading
368
Simplex Trading
Illinois
$5K
PWMG
369
Private Wealth Management Group
New Jersey
$4.46K
PFBT
370
Parkside Financial Bank & Trust
Missouri
$4.14K
ZBNA
371
Zions Bancorporation, National Association
Utah
$4.14K
AssetMark Inc
372
AssetMark Inc
California
$4.14K
IA
373
IFP Advisors
Florida
$3.5K
TFA
374
Toth Financial Advisory
Virginia
$3.18K
Q1WB
375
Quest 10 Wealth Builders
Virginia
$2.86K