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Erie Indemnity

420 hedge funds and large institutions have $6.56B invested in Erie Indemnity in 2025 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 133 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

634% more call options, than puts

Call options by funds: $25M | Put options by funds: $3.4M

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

24% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 133

2% more funds holding

Funds holding: 411420 (+9)

0.78% more ownership

Funds ownership: 43.88%44.66% (+0.78%)

7% less capital invested

Capital invested by funds: $7.03B → $6.56B (-$468M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
420
Holders Change
+9
Holders Change %
+2.19%
% of All Funds
5.51%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
61
Increased
165
Reduced
133
Closed
48
Calls
$25M
Puts
$3.4M
Net Calls
+$21.6M
Net Calls Change
+$3.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$1.56B -$34.2K -99 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$937M -$2.48M -7,194 -0.2%
CAM
3
Cresset Asset Management
Illinois
$557M +$1.38K +4 +0%
BlackRock
4
BlackRock
New York
$505M -$38.5M -111,347 -7%
State Street
5
State Street
Massachusetts
$437M -$1.05M -3,038 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$254M +$16.8M +48,610 +6%
Invesco
7
Invesco
Georgia
$225M +$15.4M +44,732 +7%
Franklin Resources
8
Franklin Resources
California
$219M -$2.56M -7,399 -1%
ProShare Advisors
9
ProShare Advisors
Maryland
$147M +$23.6M +68,230 +17%
Morgan Stanley
10
Morgan Stanley
New York
$107M +$9.54M +27,633 +9%
Bank of America
11
Bank of America
North Carolina
$91.7M +$22.2M +64,233 +29%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$72.7M +$3.92M +11,351 +5%
Goldman Sachs
13
Goldman Sachs
New York
$63.6M +$26.9M +77,799 +64%
Charles Schwab
14
Charles Schwab
California
$55.6M +$2.19M +6,347 +4%
Northern Trust
15
Northern Trust
Illinois
$55.3M -$435K -1,261 -0.7%
VF
16
Vest Financial
Virginia
$47.5M +$6.8M +19,679 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$47.3M +$5.51M +15,965 +12%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$44.8M +$430K +1,244 +0.9%
JP Morgan Chase
19
JP Morgan Chase
New York
$42.7M +$4.44M +12,853 +11%
UBS AM
20
UBS AM
Illinois
$39.3M -$16.4M -47,478 -28%
UBS Group
21
UBS Group
Switzerland
$37.7M -$7.34M -21,269 -15%
Nomura Asset Management
22
Nomura Asset Management
Japan
$36M +$5.84M +16,917 +18%
Deutsche Bank
23
Deutsche Bank
Germany
$32.1M -$102K -294 -0.3%
Legal & General Group
24
Legal & General Group
United Kingdom
$28.1M +$1.79M +5,196 +6%
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$26.8M +$10.8M +31,358 +59%

ERIE Hedge Fund Activity: Q3 2025 in Review

420 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Erie Indemnity (ERIE) for Q3 2025, worth a combined $6.56B — down 6.7% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ERIE positions and 48 closed out — a net gain of 13 holders — while 165 added to existing stakes and 133 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $26.9M. The largest seller was BlackRock, cutting an estimated $38.5M.

  • 420 institutional investors held Erie Indemnity (ERIE) as of Q3 2025, up from 411 in Q2 2025.
  • Funds reported $6.56B of Erie Indemnity stock for Q3 2025, down 6.7% quarter-over-quarter.
  • 61 funds opened new Erie Indemnity positions in Q3 2025 and 48 closed out, a net change of +13 holders.
  • The largest Erie Indemnity buyer in Q3 2025 was Goldman Sachs, an estimated $26.9M added.
  • The largest Erie Indemnity seller in Q3 2025 was BlackRock, an estimated $38.5M sold.

Based on aggregated 13F filings for Q3 2025.