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Erie Indemnity
ERIE

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: 423 → 402 (-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: 4 → 2 (-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

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$157M
2
Invesco
Invesco
Georgia
+$47.6M
3
Bank of America
Bank of America
North Carolina
+$31M
4
Millennium Management
Millennium Management
New York
+$30.7M
5
ProShare Advisors
ProShare Advisors
Maryland
+$26.7M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$464M
2
Franklin Resources
Franklin Resources
California
-$89.1M
3
Goldman Sachs
Goldman Sachs
New York
-$27.9M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$17.1M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAMI
451
Fideuram Asset Management (Ireland)
– -$4.65K -12 Closed
AFC
452
Ares Financial Consulting
California
– -$2.87K -10 Closed
Q1WB
453
Quest 10 Wealth Builders
Virginia
– -$2.58K -9 Closed
HHMI
454
Howard Hughes Medical Institute
Maryland
– -$1.43K -5 Closed
NA
455
Networth Advisors
Pennsylvania
– -$1.43K -5 Closed
S
456
Sachetta
Massachusetts
– -$1.43K -5 Closed
BWL
457
Bogart Wealth LLC
Virginia
– -$1.15K -4 Closed
BIM
458
Breakwater Investment Management
Washington
– -$574 -2 Closed
TBFA
459
Three Bearings Fiduciary Advisors
New Hampshire
– -$567 -2 Closed
WWA
460
Wealth Watch Advisors
Colorado
– -$573 -2 Closed
ACA
461
American Capital Advisory
Idaho
– -$287 -1 Closed
APW
462
Aventura Private Wealth
Florida
– -$287 -1 Closed
BCWM
463
Bartlett & Co Wealth Management
Ohio
– -$287 -1 Closed
DF
464
Dunhill Financial
United Kingdom
– -$193 -1 Closed
HIA
465
HFM Investment Advisors
New Jersey
– -$287 -1 Closed
NL
466
NVWM LLC
Pennsylvania
– -$287 -1 Closed
RWM
467
Rialto Wealth Management
New York
– -$287 -1 Closed
TFA
468
Transamerica Financial Advisors
Florida
– -$287 -1 Closed
15 16 17 18
19

ERIE Hedge Fund Activity: Q1 2026 in Review

402 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2026, worth a combined $5.03B — down 16% from $5.97B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of ERIE and 56 opened new positions — a net loss of 11 holders — while 125 trimmed existing stakes and 172 added.

The largest buyer was Charles Schwab, adding an estimated $157M. The largest seller was Cresset Asset Management, cutting an estimated $464M.

  • 402 institutional investors held Erie Indemnity (ERIE) as of Q1 2026, down from 423 in Q4 2025.
  • Funds reported $5.03B of Erie Indemnity stock for Q1 2026, down 16% quarter-over-quarter.
  • 56 funds opened new Erie Indemnity positions in Q1 2026 and 67 closed out, a net change of -11 holders.
  • The largest Erie Indemnity buyer in Q1 2026 was Charles Schwab, an estimated $157M added.
  • The largest Erie Indemnity seller in Q1 2026 was Cresset Asset Management, an estimated $464M sold.

Based on aggregated 13F filings for Q1 2026.