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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
Walleye Capital
376
Walleye Capital
New York
$6.71K +$6.42K +28 New
BCWM
377
Bartlett & Co Wealth Management
Ohio
$6.47K +$6.19K +27 New
TPCW
378
TD Private Client Wealth
New York
$5.99K +$5.27K +23 +1,150%
SS
379
SBI Securities
Japan
$5.51K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$4.32K -$229 -1 -5%
YDMI
381
Y.D. More Investments
Israel
$3.84K
PWPS
382
Pinnacle Wealth Planning Services
Ohio
$3.84K +$2.29K +10 +167%
QC
383
Quent Capital
New York
$3.45K -$2.75K -12 -46%
S
384
Sachetta
Massachusetts
$3.36K +$3.21K +14 New
IA
385
IFP Advisors
Florida
$3.36K -$2.98K -13 -48%
PGAM
386
Princeton Global Asset Management
New Jersey
$3.12K +$2.98K +13 New
SGFG
387
Silver Grove Financial Group
New York
$3.12K +$2.98K +13 New
TC
388
Truvestments Capital
Florida
$2.88K
SPIA
389
Steward Partners Investment Advisory
New York
$2.88K +$2.75K +12 New
TFA
390
Transamerica Financial Advisors
Florida
$2.88K +$2.75K +12 New
TWD
391
True Wealth Design
Ohio
$2.64K +$2.06K +9 +450%
BFS
392
Bare Financial Services
Pennsylvania
$2.64K +$2.52K +11 New
TFA
393
Toth Financial Advisory
Virginia
$2.4K
WTA
394
Washington Trust Advisors
Massachusetts
$2.4K +$2.29K +10 New
APFP
395
Action Point Financial Planning
Michigan
$2.16K +$2.06K +9 New
AAG
396
Armstrong Advisory Group
Massachusetts
$2.16K -$3.67K -16 -64%
WA
397
WPG Advisers
Maryland
$2.16K
SWM
398
SHP Wealth Management
Massachusetts
$2.16K +$1.38K +6 +200%
SWM
399
Spire Wealth Management
Virginia
$1.92K -$459 -2 -20%
MCM
400
MV Capital Management
Maryland
$1.92K +$1.6K +7 +700%

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.