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Federated Hermes

321 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

4% less capital invested

Capital invested by funds: $2.66B → $2.55B (-$120M)

2% less funds holding

Funds holding: 328321 (-7)

2.47% less ownership

Funds ownership: 79.25%76.78% (-2.5%)

52% less call options, than puts

Call options by funds: $427K | Put options by funds: $881K

Holders
321
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
115
Reduced
101
Closed
57
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
226
United Services Automobile Association
Texas
$220K +$211K +5,395 New
LIP
227
Lighthouse Investment Partners
Florida
$217K +$208K +5,323 New
BTI
228
Blue Trust Inc
Georgia
$217K +$17.7K +453 +9%
X
229
Xponance
Pennsylvania
$216K -$6.63K -170 -3%
SFC
230
SYM Financial Corp
Indiana
$214K +$8.16K +209 +4%
Mackenzie Financial
231
Mackenzie Financial
Ontario, Canada
$214K +$205K +5,249 New
PCM
232
Prelude Capital Management
New York
$212K +$203K +5,192 New
IAS
233
Insigneo Advisory Services
Florida
$210K +$201K +5,146 New
APG
234
Abacus Planning Group
South Carolina
$208K +$199K +5,108 New
Mariner
235
Mariner
Kansas
$206K -$175K -4,478 -47%
HR
236
Hardy Reed
Mississippi
$203K
VFM
237
Vision Financial Markets
Connecticut
$196K
NAAA
238
New Age Alpha Advisors
New York
$179K -$267K -6,829 -61%
S
239
SignatureFD
Georgia
$178K +$17.1K +439 +11%
TRCT
240
Tower Research Capital (TRC)
New York
$169K -$242K -6,189 -60%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$144K +$23.9K +612 +21%
KBC Group
242
KBC Group
Belgium
$140K +$2.81K +72 +2%
TPCW
243
TD Private Client Wealth
New York
$136K +$21.9K +562 +20%
CIA
244
Cape Investment Advisory
Georgia
$131K +$507 +13 +0.4%
WSFS
245
Wilmington Savings Fund Society
Delaware
$125K
Asset Management One
246
Asset Management One
Japan
$120K +$115K +2,951 New
Jones Financial Companies
247
Jones Financial Companies
Missouri
$120K +$11.6K +297 +11%
UB
248
UMB Bank
Missouri
$84.2K +$28.6K +734 +55%
Lazard Asset Management
249
Lazard Asset Management
New York
$81K -$7.57K -194 -9%
GI
250
GAMMA Investing
California
$76.7K +$6.83K +175 +10%

FHI Hedge Fund Activity: Q1 2025 in Review

321 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2025, worth a combined $2.55B — down 4.5% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of FHI and 55 opened new positions — a net loss of 2 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was Charles Schwab, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $83.6M.

  • 321 institutional investors held Federated Hermes (FHI) as of Q1 2025, down from 328 in Q4 2024.
  • Funds reported $2.55B of Federated Hermes stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 55 funds opened new Federated Hermes positions in Q1 2025 and 57 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q1 2025 was Charles Schwab, an estimated $89.2M added.
  • The largest Federated Hermes seller in Q1 2025 was BlackRock, an estimated $83.6M sold.

Based on aggregated 13F filings for Q1 2025.