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Virtus Investment Advisers’s Federated Hermes FHI Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-6,064
Closed -$249K – 547
2024
Q4 		$249K Hold
6,064
– – 0.2% 168
2024
Q3 		$223K Hold
6,064
– – 0.18% 188
2024
Q2 		$199K Sell
6,064
-1,485
-20% -$49.8K 0.17% 181
2024
Q1 		$273K Hold
7,549
– – 0.19% 138
2023
Q4 		$256K Hold
7,549
– – 0.19% 151
2023
Q3 		$256K Hold
7,549
– – 0.17% 145
2023
Q2 		$271K Hold
7,549
– – 0.18% 153
2023
Q1 		$303K Buy
7,549
+1,207
+19% +$47.4K 0.21% 138
2022
Q4 		$230K Hold
6,342
– – 0.15% 176
2022
Q3 		$210K Buy
+6,342
New +$216K 0.1% 195

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Virtus Investment Advisers's FHI Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 6,064 shares — an estimated $249K sold.

Virtus Investment Advisers first reported a position in FHI in Q3 2022 and held it in 10 quarters. The position peaked at $303K in Q1 2023. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 6,064 Federated Hermes shares in Q1 2025, an estimated $249K.
  • Virtus Investment Advisers first reported a position in Federated Hermes in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Federated Hermes position peaked at $303K in Q1 2023.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.