Erie Indty Co (ERIE) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Erie Indty Co (ERIE) following the 2026 Q2 hedge fund 13F filings?

As of today, ERIE has moved -4.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), ERIE gained +2.4% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Erie Indty Co (ERIE)

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

Smart Money Signals — ERIE

Based on 439 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

439 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 — +8% more funds vs a year ago

fund count last 6Q

+32 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 63% buying

275 buying163 selling

Last quarter: 275 funds were net buyers (86 opened a brand new position + 189 added to an existing one). Only 163 were sellers (114 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter

Funds opening a new ERIE position: 61 → 59 → 59 → 86. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 21% new

253 out of 439 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.

💎

Buying through price weakness — shares +55%, value +0%

Value

+0%

+55%

Last quarter: funds added +55% more shares while total portfolio value only changed +0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

63 → 61 → 59 → 59 → 86 new funds/Q

New funds entering each quarter: 61 → 59 → 59 → 86. A growing number of institutions are discovering ERIE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 25% newcomers

■ 63% veterans ■ 13% 1-2yr ■ 25% new

Entry-cohort mix of 446 holders: 279 (63%) are 2+ year veterans, 57 entered 1–2 years ago, and 110 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds

58 of 438 holders are among the 100 largest funds by AUM, controlling 71% 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	433	402	7.71%
13F Shares	21M	20M	3.89%
Total Value	$4.97B	$5.01B	-0.81%
New Positions	84	59	+25
Increased Positions	186	173	+13
Closed Positions	52	72	-20
Reduced Positions	112	122	-10
Total Calls	4	3	33.33%
Total Puts	4	4	-
PUT/CALL Ratio	1.0	1.33	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

433

402

7.71%

13F Shares

21M

20M

3.89%

Total Value

$4.97B

$5.01B

-0.81%

New Positions

+25

Increased Positions

186

173

+13

Closed Positions

-20

Reduced Positions

112

122

-10

Total Calls

33.33%

Total Puts

PUT/CALL Ratio

1.0

1.33

Neutral

Institutional Holders (2026 Q2)

433 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ERIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wedgewood Investors Inc /Pa/	3.56%	14,448	$3.5M
2	Columbia Asset Management	3.03%	72,592	$17.4M
3	Allegheny Financial Group	1.67%	65,647	$15.7M
4	Paragon Capital Management Inc	0.71%	4,015	$963K
5	CWA Asset Management Group, LLC	0.67%	91,110	$21.8M
6	PDT Partners, LLC	0.62%	48,895	$11.7M
7	PNC Financial Services Group, INC.	0.57%	4,826,778	$1.16B
8	Rodgers Brothers Inc.	0.55%	23,766	$5.7M
9	Vest Financial, LLC	0.48%	191,289	$45.9M
10	IRON Financial LLC	0.34%	3,415	$819K
11	Blackhawk Capital Partners, LLC	0.32%	4,105	$984K
12	Sovereign's Capital Management, LLC	0.31%	1,946	$467K
13	Seneschal Advisors, LLC	0.29%	1,759	$422K
14	Summit Trail Advisors, LLC	0.28%	92,804	$22.2M
15	Significant Wealth Partners LLC	0.28%	1,066	$256K
16	Laraway Financial Advisors Inc	0.27%	1,860	$446K
17	Bishop & Co Investment Management, LLC	0.26%	3,577	$858K
18	Voleon Capital Management LP	0.25%	58,260	$14.0M
19	Legacy Financial Strategies, LLC	0.24%	6,560	$1.6M
20	ProShare Advisors LLC	0.22%	641,437	$153.8M
21	Rehmann Capital Advisory Group	0.22%	19,886	$4.8M
22	First United Bank & Trust	0.21%	3,000	$719K
23	Erste Asset Management GmbH	0.19%	105,000	$24.9M
24	Headlands Technologies LLC	0.18%	7,224	$1.7M
25	Ade, LLC	0.15%	1,488	$357K

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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More buyers than sellers — 63% buying: Last quarter: 275 funds were net buyers (86 opened a brand new position + 189 added to an existing one). Only 163 were sellers (114 trimmed + 49 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ERIE holders?

Elite ownership — 71% AUM from top-100 funds: 58 of 438 holders are among the 100 largest funds by AUM, controlling 71% 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?

58% of holders stayed for 2+ years: 253 out of 439 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.

Is it too late to buy Erie Indty Co (ERIE) following the 2026 Q2 hedge fund 13F filings?

As of today, ERIE has moved -4.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), ERIE has gained +2.4% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Erie Indty Co (ERIE)

Smart Money Signals — ERIE

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +8% more funds vs a year ago

More buyers than sellers — 63% buying

More new buyers each quarter (+27 vs last Q)

58% of holders stayed for 2+ years

Buying through price weakness — shares +55%, value +0%

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 25% newcomers

Elite ownership — 71% AUM from top-100 funds

Institutional Sentiment Summary — ERIE

Hedge Fund Ownership: ERIE

Market Analysis: ERIE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ERIE

Is It Too Late to Buy Erie Indty Co (ERIE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ERIE

Statistics: ERIE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Erie Indty Co (ERIE)

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