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Erie Indemnity

423 hedge funds and large institutions have $5.97B invested in Erie Indemnity in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 174 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,289% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $1.03M

31% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 133

23% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 48

1% more funds holding

Funds holding: 420423 (+3)

0.46% more ownership

Funds ownership: 44.66%45.12% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less capital invested

Capital invested by funds: $6.56B → $5.97B (-$586M)

Holders
423
Holders Change
+3
Holders Change %
+0.71%
% of All Funds
5.15%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
59
Increased
174
Reduced
133
Closed
48
Calls
$45.3M
Puts
$1.03M
Net Calls
+$44.3M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Q1WB
376
Quest 10 Wealth Builders
Virginia
$2.58K
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$2.58K +$1.49K +5 +125%
QL
378
Quarry LP
New York
$2.58K +$2.69K +9 New
LFG
379
Larson Financial Group
Missouri
$2.33K +$2.09K +7 +700%
SS
380
SBI Securities
Japan
$2.29K +$298 +1 +14%
AWM
381
Activest Wealth Management
Florida
$2.29K +$1.19K +4 +100%
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$2.01K +$298 +1 +17%
SWM
383
Spire Wealth Management
Virginia
$2.01K +$1.49K +5 +250%
PWPS
384
Pinnacle Wealth Planning Services
Ohio
$2.01K +$2.09K +7 New
MCM
385
Manchester Capital Management
Vermont
$1.72K -$298 -1 -14%
QC
386
Quent Capital
New York
$1.53K -$895 -3 -38%
S
387
Sachetta
Massachusetts
$1.43K +$1.49K +5 New
AP
388
Aspect Partners
Virginia
$1.43K
HHMI
389
Howard Hughes Medical Institute
Maryland
$1.43K
NA
390
Networth Advisors
Pennsylvania
$1.43K +$1.49K +5 New
SIC
391
SJS Investment Consulting
Ohio
$1.15K +$597 +2 +100%
PWMG
392
Prestige Wealth Management Group
New Jersey
$1.15K
MCM
393
MV Capital Management
Maryland
$1.15K +$597 +2 +100%
BWL
394
Bogart Wealth LLC
Virginia
$1.15K +$1.19K +4 New
CAL
395
Capital Advisors Ltd
Ohio
$1K
FFO
396
Fortitude Family Office
Arizona
$860 -$1.19K -4 -57%
BIA
397
Bell Investment Advisors
California
$860 -$298 -1 -25%
PTC
398
Private Trust Company
Ohio
$860
PWA
399
Principia Wealth Advisory
Texas
$860 +$298 +1 +50%
EP
400
Essential Partners
California
$860 +$597 +2 +200%