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Erie Indemnity

418 hedge funds and large institutions have $6.56B invested in Erie Indemnity in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 165 increasing their positions, 132 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0.78% more ownership

Funds ownership: 43.87%44.65% (+0.78%)

7% less capital invested

Capital invested by funds: $7.03B → $6.56B (-$468M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
418
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
TFA
376
Toth Financial Advisory
Virginia
$3.18K
Q1WB
377
Quest 10 Wealth Builders
Virginia
$2.86K
QC
378
Quent Capital
New York
$2.64K
ASN
379
Advisory Services Network
Georgia
$2.54K
MCM
380
Manchester Capital Management
Vermont
$2.23K
SS
381
SBI Securities
Japan
$2.23K
FFO
382
Fortitude Family Office
Arizona
$2.23K
HFS
383
Hughes Financial Services
Virginia
$2.22K
DPW
384
DiNuzzo Private Wealth
Pennsylvania
$2.13K
HWM
385
Hemington Wealth Management
Virginia
$2K
CT
386
Clearstead Trust
Maine
$1.91K
PA
387
Pineridge Advisors
Missouri
$1.91K
HHMI
388
Howard Hughes Medical Institute
Maryland
$1.59K
RIL
389
Rothschild Investment LLC
Illinois
$1.59K
AP
390
Aspect Partners
Virginia
$1.59K
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$1.27K
BIA
392
Bell Investment Advisors
California
$1.27K
PWMG
393
Prestige Wealth Management Group
New Jersey
$1.27K
AWM
394
Activest Wealth Management
Florida
$1.27K
CAL
395
Capital Advisors Ltd
Ohio
$1K
PTC
396
Private Trust Company
Ohio
$954
SC
397
SouthState Corp
Florida
$637
MCM
398
MV Capital Management
Maryland
$637
SIC
399
SJS Investment Consulting
Ohio
$637
GWM
400
Geneos Wealth Management
Colorado
$636