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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
BH
376
Burk Holdings
Oklahoma
$1.26K +$1.34K +5 New
CFM
377
Cornerstone Financial Management
Massachusetts
$1.26K +$1.34K +5 New
WWM
378
Wolff Wiese Magana
California
$1.26K +$1.34K +5 New
PWMG
379
Prestige Wealth Management Group
New Jersey
$1.01K
SSG
380
Summit Securities Group
New York
$1K -$9.13K -34 -89%
CAL
381
Capital Advisors Ltd
Ohio
$1K
BIA
382
Bell Investment Advisors
California
$754
SWM
383
SHP Wealth Management
Massachusetts
$754 +$537 +2 +200%
AWM
384
Abound Wealth Management
Tennessee
$754 +$805 +3 New
PWA
385
Physician Wealth Advisors
Utah
$754 +$805 +3 New
LFG
386
Larson Financial Group
Missouri
$533 -$1.61K -6 -75%
FFO
387
Fortitude Family Office
Arizona
$503 -$268 -1 -33%
RS
388
Rakuten Securities
Japan
$503
QWM
389
Quaker Wealth Management
New Jersey
$503 +$268 +1 +100%
CA
390
CoreCap Advisors
Michigan
$503 +$537 +2 New
TPCW
391
TD Private Client Wealth
New York
$503 +$537 +2 New
TWD
392
True Wealth Design
Ohio
$503 +$537 +2 New
MCM
393
MV Capital Management
Maryland
$252 -$805 -3 -75%
JWM
394
JPL Wealth Management
Colorado
$252 +$268 +1 New
BHWM
395
Bay Harbor Wealth Management
Maryland
$251
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$251
WA
397
WestEnd Advisors
North Carolina
$251
CT
398
Colonial Trust
South Carolina
$251 +$268 +1 New
SIM
399
Synergy Investment Management
Florida
$251 +$268 +1 New
T
400
Tidemark
California
$251 +$268 +1 New