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Federated Hermes

364 hedge funds and large institutions have $3.54B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

5.3% more ownership

Funds ownership: 82.66%87.96% (+5.3%)

1% more funds holding

Funds holding: 360364 (+4)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
364
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
$4.97M
Puts
$607K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$399K
Mercer Global Advisors
227
Mercer Global Advisors
Colorado
$395K
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$389K
BTI
229
Blue Trust Inc
Georgia
$387K
State of Wisconsin Investment Board
230
State of Wisconsin Investment Board
Wisconsin
$376K
Federated Hermes
231
Federated Hermes
Pennsylvania
$365K
APP
232
Avantax Planning Partners
Iowa
$364K
AGWCA
233
Annis Gardner Whiting Capital Advisors
Florida
$364K
N
234
Natixis
France
$364K
CIM
235
CIM Investment Management
Pennsylvania
$350K
DAS
236
Diversify Advisory Services
Utah
$349K
SFC
237
SYM Financial Corp
Indiana
$348K
MNA
238
Manning & Napier Advisors
New York
$344K
Bank of Montreal
239
Bank of Montreal
Ontario, Canada
$343K
NI
240
NDVR Inc
Massachusetts
$335K
ProShare Advisors
241
ProShare Advisors
Maryland
$327K
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$320K
SVWAG
243
Sound View Wealth Advisors Group
Georgia
$306K
OWA
244
Outlook Wealth Advisors
Texas
$303K
SAM
245
Securian Asset Management
Minnesota
$287K
GHAM
246
Gilman Hill Asset Management
Connecticut
$285K
RIG
247
RiverFront Investment Group
Virginia
$285K
AI
248
Atria Investments
North Carolina
$268K
TSW
249
Three Seasons Wealth
Utah
$267K
ST
250
Sageworth Trust
Pennsylvania
$263K