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Erie Indemnity
ERIE

Overview Fund Activity

407 hedge funds and large institutions have $8.1B invested in Erie Indemnity in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 166 increasing their positions, 131 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
-3
Holders Change %
-0.73%
% of All Funds
5.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
60
Increased
166
Reduced
131
Closed
57
Calls
$25.9M
Puts
$8.2M
Net Calls
+$17.7M
Net Calls Change
-$26.4M

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$1.08B
2
Invesco
Invesco
Georgia
+$58.3M
3
Morgan Stanley
Morgan Stanley
New York
+$38M
4
Bank of America
Bank of America
North Carolina
+$35.2M
5
Goldman Sachs
Goldman Sachs
New York
+$22.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.9M
2
State Street
State Street
Massachusetts
-$18M
3
ProShare Advisors
ProShare Advisors
Maryland
-$17.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$15.7M
5
AUB
Atlantic Union Bankshares
Virginia
-$8.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
376
Bell Investment Advisors
California
$2.43K +$694 +2 +40%
PFBT
377
Parkside Financial Bank & Trust
Missouri
$2.43K +$1.73K +5 +250%
SS
378
SBI Securities
Japan
$2.08K – – –
GC
379
GFG Capital
Florida
$2.08K +$2.08K +6 New
FFO
380
Fortitude Family Office
Arizona
$2.08K +$2.08K +6 New
AG
381
AmeriFlex Group
Nevada
$2.04K – – –
GKIM
382
GW&K Investment Management
Massachusetts
$2K +$1.6K +4 +400%
HHMI
383
Howard Hughes Medical Institute
Maryland
$1.73K +$1.73K +5 New
CT
384
Clearstead Trust
Maine
$1.73K +$1.73K +5 New
PWMG
385
Prestige Wealth Management Group
New Jersey
$1.39K – – –
MCM
386
Manchester Capital Management
Vermont
$1.04K – – –
PWA
387
Physician Wealth Advisors
Utah
$1.04K +$1.04K +3 New
PTC
388
Private Trust Company
Ohio
$1.04K +$1.04K +3 New
HFS
389
Hantz Financial Services
Michigan
$1K +$1K +3 New
TPWA
390
Twin Peaks Wealth Advisors
California
$725 +$725 +2 New
SIC
391
SJS Investment Consulting
Ohio
$694 -$694 -2 -50%
BGAI
392
Bruce G. Allen Investments
Colorado
$694 – – –
RS
393
Rakuten Securities
Japan
$694 – – –
PWM
394
Parkworth Wealth Management
California
$694 +$347 +1 +100%
TFM
395
TFC Financial Management
Massachusetts
$694 +$694 +2 New
RWM
396
Rialto Wealth Management
New York
$694 +$694 +2 New
MCM
397
MV Capital Management
Maryland
$694 +$694 +2 New
SWM
398
Spire Wealth Management
Virginia
$694 +$694 +2 New
BHWM
399
Bay Harbor Wealth Management
Maryland
$693 +$347 +1 +100%
IA
400
IFP Advisors
Florida
$347 -$5.55K -16 -94%
14 15
16
17 18