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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$8.99M +$3.43M +14,964 +66%
AQR Capital Management
52
AQR Capital Management
Connecticut
$8.21M +$3.17M +13,810 +67%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$7.93M +$1.16M +5,071 +18%
Renaissance Technologies
54
Renaissance Technologies
New York
$7.67M +$3.18M +13,860 +76%
FAMI
55
Fideuram Asset Management (Ireland)
$7.25M +$6.89M +30,045 New
MCM
56
MAI Capital Management
Ohio
$7.06M +$34.6K +151 +0.5%
Principal Financial Group
57
Principal Financial Group
Iowa
$7.05M -$124K -542 -2%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$6.87M -$1.46M -6,382 -18%
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$6.78M +$4.07M +17,731 +168%
GAM
60
Gotham Asset Management
New York
$6.63M -$217K -945 -3%
QCM
61
Quantinno Capital Management
New York
$6.62M +$4.94M +21,535 +355%
Holocene Advisors
62
Holocene Advisors
New York
$6.52M +$1.69M +7,369 +37%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$6.37M -$19.3K -84 -0.3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$6.17M +$2.16M +9,414 +62%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$6.15M -$20.4M -88,800 -78%
RB
66
Rodgers Brothers
Pennsylvania
$5.7M -$444K -1,935 -8%
CAM
67
Cresset Asset Management
Illinois
$5.37M +$347K +1,512 +7%
YCM
68
Yousif Capital Management
Michigan
$5.34M -$6.19K -27 -0.1%
VA
69
Vident Advisory
Georgia
$5.14M +$1.57M +6,844 +47%
GC
70
Guggenheim Capital
Illinois
$5.11M +$1.37M +5,957 +39%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$4.79M +$125K +544 +3%
RCAG
72
Rehmann Capital Advisory Group
Michigan
$4.77M -$917 -4 -0%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$4.65M +$69.2K +302 +2%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$4.62M -$157K -683 -3%
SSA
75
Schonfeld Strategic Advisors
New York
$4.6M +$1.37M +5,992 +45%

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.