We are live on ! Find out more
ERIE icon

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
PWMG
401
Private Wealth Management Group
New Jersey
$574 -$3.58K -12 -86%
BIM
402
Breakwater Investment Management
Washington
$574 +$597 +2 New
BGAI
403
Bruce G. Allen Investments
Colorado
$573
RS
404
Rakuten Securities
Japan
$573
WWA
405
Wealth Watch Advisors
Colorado
$573
TBFA
406
Three Bearings Fiduciary Advisors
New Hampshire
$567 +$597 +2 New
TFA
407
Transamerica Financial Advisors
Florida
$287 -$298 -1 -50%
ACA
408
American Capital Advisory
Idaho
$287
BCWM
409
Bartlett & Co Wealth Management
Ohio
$287
QWM
410
Quaker Wealth Management
New Jersey
$287
APW
411
Aventura Private Wealth
Florida
$287 +$298 +1 New
HIA
412
HFM Investment Advisors
New Jersey
$287 +$298 +1 New
KG
413
Kilter Group
New York
$287 +$298 +1 New
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$287 +$298 +1 New
NL
415
NVWM LLC
Pennsylvania
$287 +$298 +1 New
RWM
416
Rialto Wealth Management
New York
$287 +$298 +1 New
SAG
417
SageView Advisory Group
California
$287 +$298 +1 New
SWM
418
SHP Wealth Management
Massachusetts
$287 +$298 +1 New
WA
419
WestEnd Advisors
North Carolina
$287 +$298 +1 New
Simplex Trading
420
Simplex Trading
Illinois
$286 -$5.07K -17 -94%
BHWM
421
Bay Harbor Wealth Management
Maryland
$286
DF
422
Dunhill Financial
United Kingdom
$193 +$298 +1 New
Kovitz Investment Group Partners
423
Kovitz Investment Group Partners
Illinois
-$26.8M -84,154 Closed
AUB
424
Atlantic Union Bankshares
Virginia
-$23.7M -74,377 Closed
LCM
425
Landscape Capital Management
New Jersey
-$3.79M -11,919 Closed