Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ERIE INDTY CO (ERIE)

397 + Investors. Track Smart Money conviction in ERIE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — ERIE

Based on 391 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ERIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
391 hedge funds hold ERIE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

216 buying178 selling
Last quarter: 216 funds bought or added vs 178 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~55 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 65 → 58 → 57 → 55. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
243 out of 391 hedge funds have held ERIE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~55 new funds/quarter

77 → 65 → 58 → 57 → 55 new funds/Q
New funds entering each quarter: 65 → 58 → 57 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 8% 1-2yr ■ 25% new
Of 396 current holders: 266 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
42 of 391 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in ERIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ERIE

In 2025 Q4, 216 hedge funds were net buyers of ERIE (55 opened a new position, 161 added to an existing one), while 178 reduced or exited (128 trimmed, 50 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 69% of total institutional value in ERIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 391.

Hedge Fund Ownership: ERIE

How many hedge funds hold ERIE — quarterly history vs. share price
Quarterly hedge fund ownership of ERIE vs. share price

Market Analysis: ERIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ERIE

Financial Services Insurance Brokers

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: ERIE
2026 Q1 Stats Unlock in 7 days 397 + Investors

Track Smart Money conviction in ERIE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 397 397 -
13F Shares 21M 24M -11.74%
Total Value $5.95B $7.48B -20.44%
New Positions 55 58 -3
Increased Positions 171 168 +3
Closed Positions 53 55 -2
Reduced Positions 136 136 -
Total Calls 4 6 -33.33%
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.5 0.83 Bullish

Statistics: ERIE

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Institutional Holders (2026 Q1)

397 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ERIE. Verified SEC 13F-HR filings.

Top 25 institutional holders of ERIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WEDGEWOOD INVESTORS INC /PA/ 4.96% 17,223 $4.3M
2 Columbia Asset Management 3.47% 72,569 $18.2M
3 Allegheny Financial Group 2.22% 65,647 $16.5M
4 SOL Capital Management CO 2.17% 12,724 $4.5M
5 PNC FINANCIAL SERVICES GROUP, INC. 0.71% 4,909,034 $1.23B
6 Vest Financial, LLC 0.56% 185,010 $46.5M
7 Hendershot Investments Inc. 0.36% 10,732 $2.7M
8 Bishop & Co Investment Management, LLC 0.35% 4,048 $1.0M
9 IRON Financial LLC 0.34% 3,123 $785K
10 Summit Trail Advisors, LLC 0.33% 92,363 $23.2M
11 Seneschal Advisors, LLC 0.33% 1,760 $442K
12 Significant Wealth Partners LLC 0.32% 1,048 $263K
13 FIRST UNITED BANK & TRUST 0.24% 3,000 $754K
14 ProShare Advisors LLC 0.22% 597,974 $150.3M
15 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 0.18% 2,550 $641K
16 GSA CAPITAL PARTNERS LLP 0.18% 11,472 $3K
17 MFA WEALTH ADVISORS, LLC 0.18% 3,555 $893K
18 Econ Financial Services Corp 0.15% 1,279 $321K
19 Erste Asset Management GmbH 0.14% 63,000 $15.6M
20 MITCHELL SINKLER & STARR/PA 0.12% 997 $251K
21 Northwest Bancshares, Inc. 0.11% 2,263 $569K
22 Drucker Wealth 3.0, LLC 0.11% 2,576 $648K
23 Empirical Asset Management, LLC 0.10% 1,506 $378K
24 CNB Bank 0.10% 907 $228K
25 NOMURA ASSET MANAGEMENT CO LTD 0.09% 145,427 $36.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ERIE INDTY CO (ERIE)

What does the Smart Money Trend signal show for ERIE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ERIE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ERIE?

Slight buying edge — 55% buying: Last quarter: 216 funds bought or added vs 178 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ERIE holders?

Elite ownership — 69% AUM from top-100 funds: 42 of 391 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in ERIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ERIE?

62% of holders stayed for 2+ years: 243 out of 391 hedge funds have held ERIE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.