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Erie Indemnity

417 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: $7.02B → $6.56B (-$468M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
417
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
SWM
401
Spire Wealth Management
Virginia
$636
BGAI
402
Bruce G. Allen Investments
Colorado
$636
PWA
403
Principia Wealth Advisory
Texas
$636
WWA
404
Wealth Watch Advisors
Colorado
$636
TFA
405
Transamerica Financial Advisors
Florida
$636
QWM
406
Quaker Wealth Management
New Jersey
$319
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$319
JWM
408
JPL Wealth Management
Colorado
$319
CTC
409
Central Trust Company
Missouri
$319
ACA
410
American Capital Advisory
Idaho
$319
BHWM
411
Bay Harbor Wealth Management
Maryland
$318
LFG
412
Larson Financial Group
Missouri
$318
CT
413
Colonial Trust
South Carolina
$318
BCWM
414
Bartlett & Co Wealth Management
Ohio
$318
WP
415
Woodline Partners
California
AAF
416
Andra AP-fonden
Sweden
RA
417
Royce & Associates
New York
Adage Capital Partners
418
Adage Capital Partners
Massachusetts
Norges Bank
419
Norges Bank
Norway
Connor, Clark & Lunn Investment Management (CC&L)
420
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
JF
421
Jump Financial
Illinois
OTPPB
422
Ontario Teachers' Pension Plan Board
Ontario, Canada
CPC
423
Consolidated Planning Corp
Georgia
I
424
InceptionR
California
IMRF
425
Illinois Municipal Retirement Fund
Illinois