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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
GKIM
351
GW&K Investment Management
Massachusetts
$23K +$18.3K +80 +533%
CIAM
352
Caitong International Asset Management
Hong Kong
$22.1K +$4.13K +18 +24%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$21.8K +$19.5K +85 +1,417%
BWA
354
Basecamp Wealth Advisors
Washington
$18.9K -$16K -70 -47%
CA
355
CoreCap Advisors
Michigan
$18K +$16.7K +73 +3,650%
TIM
356
Thompson Investment Management
Wisconsin
$15.3K
QL
357
Quarry LP
New York
$14.4K +$11.5K +50 +500%
JSAM
358
J. Safra Asset Management
New York
$13.9K +$13.3K +58 New
BGAI
359
Bruce G. Allen Investments
Colorado
$13.4K +$11.7K +51 +1,020%
WT
360
Whittier Trust
California
$12.9K
CAL
361
Capital Advisors Ltd
Ohio
$12K +$11.2K +49 +2,450%
SHIM
362
Stone House Investment Management
Pennsylvania
$11.3K +$10.8K +47 New
SIC
363
SJS Investment Consulting
Ohio
$10.8K +$8.25K +36 +400%
RBI
364
Raiffeisen Bank International
Austria
$10.4K
EFMH
365
E Fund Management (HK)
Hong Kong
$9.59K
NA
366
NewEdge Advisors
Louisiana
$9.59K
PWMG
367
Private Wealth Management Group
New Jersey
$9.59K +$459 +2 +5%
OWP
368
ORG Wealth Partners
Texas
$9.35K -$91.9K -401 -91%
AP
369
Aspect Partners
Virginia
$8.63K +$6.88K +30 +500%
EWP
370
Elevation Wealth Partners
California
$8.63K +$8.25K +36 New
CA
371
Clearstead Advisors
Ohio
$8.15K +$6.65K +29 +580%
DIP
372
DT Investment Partners
Pennsylvania
$7.91K
CPCPP
373
Canada Post Corporation Pension Plan
Canada
$7.19K
RIL
374
Rothschild Investment LLC
Illinois
$6.71K -$6.19K -27 -49%
MCM
375
Manchester Capital Management
Vermont
$6.71K +$5.27K +23 +460%

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.