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Atom Investors’s Federated Hermes FHI Stock Holding History

Atom Investors’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,715
Closed -$920K – 657
2025
Q3 		$920K Buy
+17,715
New +$898K 0.07% 263
2024
Q2 		– Sell
-12,571
Closed -$454K – 540
2024
Q1 		$454K Sell
12,571
-3,974
-24% -$140K 0.06% 347
2023
Q4 		$560K Buy
+16,545
New +$539K 0.1% 259
2019
Q2 		– Sell
-15,073
Closed -$442K – 476
2019
Q1 		$442K Sell
15,073
-38,755
-72% -$1.08M 0.04% 359
2018
Q4 		$1.43M Buy
+53,828
New +$1.34M 0.14% 211

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atom Investors's FHI Position: Q4 2025 in Review

Atom Investors sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 17,715 shares — an estimated $920K sold.

Atom Investors first reported a position in FHI in Q4 2018 and held it in 5 quarters. The position peaked at $1.43M in Q4 2018. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

  • Atom Investors reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
  • Atom Investors sold 17,715 Federated Hermes shares in Q4 2025, an estimated $920K.
  • Atom Investors first reported a position in Federated Hermes in Q4 2018 and held it in 5 quarters.
  • Atom Investors's Federated Hermes position peaked at $1.43M in Q4 2018.
  • 382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.