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Federated Hermes

399 hedge funds and large institutions have $3.71B invested in Federated Hermes in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,700% more call options, than puts

Call options by funds: $408K | Put options by funds: $6K

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

4% more funds holding

Funds holding: 382399 (+17)

4% more capital invested

Capital invested by funds: $3.56B → $3.71B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.96% less ownership

Funds ownership: 88.15%86.19% (-2%)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
140
Reduced
127
Closed
38
Calls
$408K
Puts
$6K
Net Calls
+$402K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
226
Lowe Brockenbrough & Co
Virginia
$551K -$4.11K -75 -0.8%
BHCM
227
Brevan Howard Capital Management
Jersey
$545K -$1.02M -18,691 -66%
FFA
228
Farther Finance Advisors
California
$536K +$131K +2,388 +35%
WTC
229
WhitTier Trust Company
Nevada
$518K +$493K +9,000 New
CFP
230
Catalyst Financial Partners
Massachusetts
$509K +$491K +8,974 New
JIR
231
James Investment Research
Ohio
$508K +$657 +12 +0.1%
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$501K -$8.38K -153 -2%
AP
233
Advisors Preferred
Maryland
$500K +$207K +3,781 +75%
Stifel Financial
234
Stifel Financial
Missouri
$500K -$55.3K -1,010 -10%
CCT
235
Capital City Trust
Florida
$494K -$101K -1,850 -18%
RF
236
RHS Financial
California
$494K -$4.6K -84 -1%
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$490K
HKAM
238
Horizon Kinetics Asset Management
New York
$486K -$4.76K -87 -1%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$458K +$23.5K +430 +6%
AIM
240
Advyzon Investment Management
Illinois
$457K +$189K +3,459 +75%
BIG
241
Brooklyn Investment Group
New York
$450K +$435K +7,935 New
GC
242
Globeflex Capital
California
$450K
SI
243
Stirlingshire Investments
New York
$445K +$155K +2,830 +56%
EPW
244
Evolve Private Wealth
California
$438K
CG
245
Cynosure Group
Utah
$425K +$410K +7,490 New
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$421K +$47.2K +861 +13%
SLAM
247
Swiss Life Asset Management
$419K +$5.86K +107 +1%
State of Wisconsin Investment Board
248
State of Wisconsin Investment Board
Wisconsin
$405K +$156K +2,841 +66%
Carson Wealth (CWM LLC)
249
Carson Wealth (CWM LLC)
Nebraska
$399K +$27.4K +500 +8%
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$399K -$41.1K -750 -10%