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Erie Indemnity

414 hedge funds and large institutions have $8.32B invested in Erie Indemnity in 2025 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 134 increasing their positions, 147 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

804% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $5.48M

36% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 50

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $7.12B → $8.32B (+$1.2B)

5.58% more ownership

Funds ownership: 37.41%42.99% (+5.6%)

4% more funds holding

Funds holding: 398414 (+16)

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 147

Holders
414
Holders Change
+16
Holders Change %
+4.02%
% of All Funds
5.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
68
Increased
134
Reduced
147
Closed
50
Calls
$49.5M
Puts
$5.48M
Net Calls
+$44M
Net Calls Change
-$4.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$2.06B -$149K -366 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.23B -$3.53M -8,662 -0.3%
CAM
3
Cresset Asset Management
Illinois
$733M +$713M +1,748,404 New
BlackRock
4
BlackRock
New York
$689M +$8.66M +21,211 +1%
State Street
5
State Street
Massachusetts
$599M +$41.3M +101,139 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$319M +$5.83M +14,289 +2%
Franklin Resources
7
Franklin Resources
California
$299M -$1.34M -3,277 -0.5%
Invesco
8
Invesco
Georgia
$208M -$9.35M -22,920 -4%
ProShare Advisors
9
ProShare Advisors
Maryland
$186M +$178M +435,287 +5,000%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$107M +$89.6M +219,632 +596%
Morgan Stanley
11
Morgan Stanley
New York
$83.3M +$6.74M +16,523 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$76.1M -$668K -1,638 -0.9%
Northern Trust
13
Northern Trust
Illinois
$73.3M -$3.78M -9,262 -5%
Charles Schwab
14
Charles Schwab
California
$71M +$4.95M +12,125 +8%
UBS AM
15
UBS AM
Illinois
$65.2M +$1.57M +3,848 +3%
VF
16
Vest Financial
Virginia
$59.4M +$57.8M +141,669 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$58.6M -$533K -1,306 -0.9%
Bank of America
18
Bank of America
North Carolina
$51.4M +$38.4M +94,156 +330%
UBS Group
19
UBS Group
Switzerland
$48.9M +$6.19M +15,167 +15%
Nomura Asset Management
20
Nomura Asset Management
Japan
$43.8M +$39.6M +97,036 +1,302%
JP Morgan Chase
21
JP Morgan Chase
New York
$42.3M +$10M +24,500 +32%
Deutsche Bank
22
Deutsche Bank
Germany
$42.2M -$2.65M -6,505 -6%
AUB
23
Atlantic Union Bankshares
Virginia
$41.6M -$4.9M -12,000 -11%
Barclays
24
Barclays
United Kingdom
$35.3M +$4.78M +11,725 +16%
Legal & General Group
25
Legal & General Group
United Kingdom
$34.5M -$2.9M -7,095 -8%

ERIE Hedge Fund Activity: Q1 2025 in Review

414 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q1 2025, worth a combined $8.32B — up 17% from $7.12B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new ERIE positions and 50 closed out — a net gain of 18 holders — while 134 added to existing stakes and 147 trimmed.

The largest buyer was Cresset Asset Management, opening a new position worth an estimated $713M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $32.1M.

  • 414 institutional investors held Erie Indemnity (ERIE) as of Q1 2025, up from 398 in Q4 2024.
  • Funds reported $8.32B of Erie Indemnity stock for Q1 2025, up 17% quarter-over-quarter.
  • 68 funds opened new Erie Indemnity positions in Q1 2025 and 50 closed out, a net change of +18 holders.
  • The largest Erie Indemnity buyer in Q1 2025 was Cresset Asset Management, an estimated $713M added.
  • The largest Erie Indemnity seller in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $32.1M sold.

Based on aggregated 13F filings for Q1 2025.