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Federated Hermes

376 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.08% less ownership

Funds ownership: 88.05%87.97% (-0.08%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

75% less call options, than puts

Call options by funds: $396K | Put options by funds: $1.59M

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$396K
Puts
$1.59M
Net Calls
Net Calls Change

Top Sellers

1 -$21M
2 -$18M
3 -$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
5
Invesco
Invesco
Georgia
-$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$356K
GCM
227
Graham Capital Management
Connecticut
$355K
CIM
228
CIM Investment Management
Pennsylvania
$351K
MNA
229
Manning & Napier Advisors
New York
$351K
ET
230
Entropy Technologies
New York
$348K
SOW
231
State of Wyoming
Wyoming
$347K
GC
232
Guggenheim Capital
Illinois
$344K
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$342K
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$340K
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$339K
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$335K
Verition Fund Management
237
Verition Fund Management
Connecticut
$333K
EWA
238
EP Wealth Advisors
California
$328K
SFC
239
SYM Financial Corp
Indiana
$323K
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$314K
Federated Hermes
241
Federated Hermes
Pennsylvania
$309K
OWA
242
Outlook Wealth Advisors
Texas
$305K
NI
243
NDVR Inc
Massachusetts
$304K
RIG
244
RiverFront Investment Group
Virginia
$299K
SVWAG
245
Sound View Wealth Advisors Group
Georgia
$295K
Ensign Peak Advisors
246
Ensign Peak Advisors
Utah
$288K
MP
247
Mangrove Partners
Connecticut
$287K
GHAM
248
Gilman Hill Asset Management
Connecticut
$286K
BPAMU
249
BTG Pactual Asset Management US
New York
$286K
SAM
250
Securian Asset Management
Minnesota
$278K