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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
KG
401
Kilter Group
New York
$1.68K +$229 +1 +17%
PWA
402
Physician Wealth Advisors
Utah
$1.68K +$917 +4 +133%
CFM
403
Cornerstone Financial Management
Massachusetts
$1.68K +$459 +2 +40%
NSIM
404
North Star Investment Management
Illinois
$1.68K +$1.6K +7 New
AWM
405
Activest Wealth Management
Florida
$1.44K -$2.29K -10 -63%
CTC
406
Central Trust Company
Missouri
$1.44K +$1.38K +6 New
PS
407
Planning Strategies
Pennsylvania
$1.44K +$1.38K +6 New
SSG
408
Summit Securities Group
New York
$1.44K +$459 +2 +50%
DPW
409
DiNuzzo Private Wealth
Pennsylvania
$1.2K
WWM
410
Wolff Wiese Magana
California
$1.2K
BIA
411
Bell Investment Advisors
California
$1.2K +$459 +2 +67%
KFAS
412
Keating Financial Advisory Services
Kansas
$1.2K +$1.15K +5 New
TFM
413
TFC Financial Management
Massachusetts
$1.2K +$1.15K +5 New
AW
414
Avion Wealth
Texas
$1K +$1.83K +8 New
PWMG
415
Prestige Wealth Management Group
New Jersey
$959
BF
416
BOK Financial
Oklahoma
$959 +$917 +4 New
RWM
417
Rialto Wealth Management
New York
$959 +$917 +4 New
QWM
418
Quaker Wealth Management
New Jersey
$720 +$229 +1 +50%
VNA
419
Valley National Advisers
Pennsylvania
$720 +$688 +3 New
CFO
420
CVA Family Office
Colorado
$719 -$1.83K -8 -73%
1CP
421
1015 Capital Partners
Pennsylvania
$719 +$688 +3 New
BWL
422
Bogart Wealth LLC
Virginia
$719 +$688 +3 New
RS
423
Rakuten Securities
Japan
$480
CT
424
Colonial Trust
South Carolina
$480 +$229 +1 +100%
AF
425
Advisornet Financial
Minnesota
$480 +$459 +2 New

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.