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Federated Hermes
FHI

Overview Fund Activity

320 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
114
Reduced
100
Closed
56
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$93.1M
2
EF
Empowered Funds
Pennsylvania
+$14M
3
ICM
Invenomic Capital Management
Massachusetts
+$11.7M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$87.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$18.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.5M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIP
226
Lighthouse Investment Partners
Florida
$217K +$217K +5,323 New
BTI
227
Blue Trust Inc
Georgia
$217K +$18.5K +453 +9%
X
228
Xponance
Pennsylvania
$216K -$6.93K -170 -3%
SFC
229
SYM Financial Corp
Indiana
$214K +$8.52K +209 +4%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$214K +$214K +5,249 New
PCM
231
Prelude Capital Management
New York
$212K +$212K +5,192 New
IAS
232
Insigneo Advisory Services
Florida
$210K +$210K +5,146 New
APG
233
Abacus Planning Group
South Carolina
$208K +$208K +5,108 New
Mariner
234
Mariner
Kansas
$206K -$183K -4,478 -47%
HR
235
Hardy Reed
Mississippi
$203K – – –
VFM
236
Vision Financial Markets
Connecticut
$196K – – –
NAAA
237
New Age Alpha Advisors
New York
$179K -$278K -6,829 -61%
S
238
SignatureFD
Georgia
$178K +$17.9K +439 +11%
TRCT
239
Tower Research Capital (TRC)
New York
$169K -$252K -6,189 -60%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$144K +$25K +612 +21%
KBC Group
241
KBC Group
Belgium
$140K +$2.95K +72 +2%
TPCW
242
TD Private Client Wealth
New York
$136K +$22.9K +562 +20%
CIA
243
Cape Investment Advisory
Georgia
$131K +$530 +13 +0.4%
WSFS
244
Wilmington Savings Fund Society
Delaware
$125K – – –
Asset Management One
245
Asset Management One
Japan
$120K +$120K +2,951 New
Jones Financial Companies
246
Jones Financial Companies
Missouri
$120K +$12.1K +297 +11%
UB
247
UMB Bank
Missouri
$84.2K +$29.9K +734 +55%
Lazard Asset Management
248
Lazard Asset Management
New York
$81K -$7.87K -194 -9%
GI
249
GAMMA Investing
California
$76.7K +$7.14K +175 +10%
VEA
250
Virtus ETF Advisers
New York
$71.7K +$71.7K +1,758 New
8 9
10
11 12