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Federated Hermes

371 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $607K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

22% more capital invested

Capital invested by funds: $2.9B → $3.55B (+$647M)

5.34% more ownership

Funds ownership: 82.71%88.04% (+5.3%)

2% more funds holding

Funds holding: 363371 (+8)

19% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 140

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
114
Reduced
140
Closed
42
Calls
$4.97M
Puts
$607K
Net Calls
+$4.36M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
Versor Investments
New York
$432K -$1.4M -27,600 -77%
GC
227
Globeflex Capital
California
$412K -$89.6K -1,767 -18%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$399K +$382K +7,530 New
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$395K +$22K +434 +6%
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$389K -$153K -3,024 -29%
BTI
231
Blue Trust Inc
Georgia
$387K +$24.3K +479 +7%
State of Wisconsin Investment Board
232
State of Wisconsin Investment Board
Wisconsin
$376K -$1.98K -39 -0.5%
Federated Hermes
233
Federated Hermes
Pennsylvania
$365K -$28.3K -559 -7%
APP
234
Avantax Planning Partners
Iowa
$364K -$52K -1,026 -13%
AGWCA
235
Annis Gardner Whiting Capital Advisors
Florida
$364K
N
236
Natixis
France
$364K +$355K +7,000 New
CIM
237
CIM Investment Management
Pennsylvania
$350K -$368K -7,261 -52%
DAS
238
Diversify Advisory Services
Utah
$349K -$239K -4,709 -40%
SFC
239
SYM Financial Corp
Indiana
$348K +$67.6K +1,333 +25%
MNA
240
Manning & Napier Advisors
New York
$344K +$336K +6,619 New
Bank of Montreal
241
Bank of Montreal
Ontario, Canada
$343K -$34.5K -680 -9%
NI
242
NDVR Inc
Massachusetts
$335K -$8.67K -171 -3%
ProShare Advisors
243
ProShare Advisors
Maryland
$327K +$319K +6,288 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$320K +$76.7K +1,512 +33%
SVWAG
245
Sound View Wealth Advisors Group
Georgia
$306K -$49.6K -979 -14%
OWA
246
Outlook Wealth Advisors
Texas
$303K +$296K +5,829 New
SAM
247
Securian Asset Management
Minnesota
$287K -$10.7K -211 -4%
GHAM
248
Gilman Hill Asset Management
Connecticut
$285K
RIG
249
RiverFront Investment Group
Virginia
$285K -$16.7K -330 -6%
AI
250
Atria Investments
North Carolina
$268K +$262K +5,162 New

FHI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2025, worth a combined $3.55B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHI positions and 42 closed out — a net gain of 12 holders — while 114 added to existing stakes and 140 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 371 institutional investors held Federated Hermes (FHI) as of Q3 2025, up from 363 in Q2 2025.
  • Funds reported $3.55B of Federated Hermes stock for Q3 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Federated Hermes positions in Q3 2025 and 42 closed out, a net change of +12 holders.
  • The largest Federated Hermes buyer in Q3 2025 was Schneider Downs Wealth Management Advisors, an estimated $131M added.
  • The largest Federated Hermes seller in Q3 2025 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2025.