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Erie Indemnity

402 hedge funds and large institutions have $5.03B invested in Erie Indemnity in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 125 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $10.7M

38% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 125

1.81% less ownership

Funds ownership: 45.12%43.31% (-1.8%)

5% less funds holding

Funds holding: 423402 (-21)

16% less capital invested

Capital invested by funds: $5.97B → $5.03B (-$946M)

16% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 67

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
402
Holders Change
-21
Holders Change %
-4.96%
% of All Funds
4.95%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
56
Increased
172
Reduced
125
Closed
67
Calls
$49.1M
Puts
$10.7M
Net Calls
+$38.4M
Net Calls Change
-$5.86M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
351
Farmers & Merchants Investments Inc
Nebraska
$4.78K
ZBNA
352
Zions Bancorporation, National Association
Utah
$4.27K -$1.07K -4 -19%
YDMI
353
Y.D. More Investments
Israel
$4.02K -$537 -2 -11%
AWM
354
Activest Wealth Management
Florida
$4.02K +$2.15K +8 +100%
GKIM
355
GW&K Investment Management
Massachusetts
$4K +$537 +2 +15%
ASN
356
Advisory Services Network
Georgia
$3.77K +$4.03K +15 New
TC
357
Truvestments Capital
Florida
$3.02K +$3.22K +12 New
CFO
358
CVA Family Office
Colorado
$2.76K -$1.34K -5 -31%
TFA
359
Toth Financial Advisory
Virginia
$2.51K
QL
360
Quarry LP
New York
$2.51K +$268 +1 +11%
SWM
361
Spire Wealth Management
Virginia
$2.51K +$805 +3 +43%
RFP
362
Root Financial Partners
California
$2.26K -$5.1K -19 -68%
WA
363
WPG Advisers
Maryland
$2.26K -$2.15K -8 -47%
SIC
364
SJS Investment Consulting
Ohio
$2.26K +$1.34K +5 +125%
WA
365
Whipplewood Advisors
Colorado
$2.01K +$2.15K +8 New
EP
366
Essential Partners
California
$1.76K +$1.07K +4 +133%
PTC
367
Private Trust Company
Ohio
$1.76K +$1.07K +4 +133%
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$1.51K -$10.7K -40 -87%
PWPS
369
Pinnacle Wealth Planning Services
Ohio
$1.51K -$268 -1 -14%
AP
370
Aspect Partners
Virginia
$1.51K +$268 +1 +20%
KG
371
Kilter Group
New York
$1.51K +$1.34K +5 +500%
CA
372
Clearstead Advisors
Ohio
$1.26K -$17.4K -65 -93%
DPW
373
DiNuzzo Private Wealth
Pennsylvania
$1.26K -$537 -2 -29%
MCM
374
Manchester Capital Management
Vermont
$1.26K -$268 -1 -17%
BGAI
375
Bruce G. Allen Investments
Colorado
$1.26K +$805 +3 +150%