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Federated Hermes
FHI

Overview Fund Activity

359 hedge funds and large institutions have $2.89B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
76
Increased
124
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$125M
2
LSV Asset Management
LSV Asset Management
Illinois
$87.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
$132M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.9M
5
Millennium Management
Millennium Management
New York
$41.9M

Top Sellers

1
BlackRock
BlackRock
New York
$253M
2
Citadel Advisors
Citadel Advisors
Florida
$20.3M
3
EF
Empowered Funds
Pennsylvania
$2.36M
4
Goldman Sachs
Goldman Sachs
New York
$27.4M
5
AG
Algert Global
California
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
226
State of Alaska Department of Revenue
Alaska
$375K -$29K -655 -7%
JG
227
Jain Global
New York
$371K +$371K +8,382 New
DTL
228
Dynamic Technology Lab
Singapore
$370K +$370K +8,359 New
AP
229
Advisors Preferred
Maryland
$370K +$370K +8,259 New
SSA
230
Schonfeld Strategic Advisors
New York
$356K -$453K -10,221 -56%
APP
231
Avantax Planning Partners
Iowa
$356K +$45.5K +1,026 +15%
JIR
232
James Investment Research
Ohio
$350K – – –
FAIM
233
Financial Advocates Investment Management
Washington
$344K +$344K +7,754 New
QCM
234
Quantinno Capital Management
New York
$342K +$342K +7,723 New
PTC
235
Petrus Trust Company
Texas
$342K +$17K +383 +5%
IIM
236
INTECH Investment Management
Florida
$337K +$337K +7,611 New
Federated Hermes
237
Federated Hermes
Pennsylvania
$336K – – –
SOW
238
State of Wyoming
Wyoming
$334K +$19.4K +438 +6%
State of Wisconsin Investment Board
239
State of Wisconsin Investment Board
Wisconsin
$323K -$26K -586 -7%
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$323K -$65.6K -1,481 -17%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$318K +$318K +7,169 New
Stifel Financial
242
Stifel Financial
Missouri
$313K +$313K +7,072 New
AGWCA
243
Annis Gardner Whiting Capital Advisors
Florida
$310K +$22.2K +500 +8%
BTI
244
Blue Trust Inc
Georgia
$309K +$73.7K +1,663 +31%
SVWAG
245
Sound View Wealth Advisors Group
Georgia
$304K -$260K -5,878 -46%
NI
246
NDVR Inc
Massachusetts
$294K +$28.9K +651 +11%
Pathstone Holdings
247
Pathstone Holdings
New Jersey
$292K +$4.88K +110 +2%
Walleye Capital
248
Walleye Capital
New York
$279K +$279K +6,303 New
BC
249
Bayforest Capital
United Kingdom
$278K -$310K -6,985 -53%
EWA
250
EP Wealth Advisors
California
$275K -$3.01K -68 -1%
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