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Federated Hermes

382 hedge funds and large institutions have $3.56B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

3% more funds holding

Funds holding: 371382 (+11)

0% more capital invested

Capital invested by funds: $3.55B → $3.56B (+$13.3M)

0.1% more ownership

Funds ownership: 88.04%88.15% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

75% less call options, than puts

Call options by funds: $396K | Put options by funds: $1.59M

Holders
382
Holders Change
+11
Holders Change %
+2.96%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
56
Increased
129
Reduced
130
Closed
42
Calls
$396K
Puts
$1.59M
Net Calls
-$1.19M
Net Calls Change
-$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$367K -$20.5K -404 -5%
APP
227
Avantax Planning Partners
Iowa
$364K
FFA
228
Farther Finance Advisors
California
$356K +$303K +5,972 +686%
GCM
229
Graham Capital Management
Connecticut
$355K -$1.91M -37,589 -85%
CIM
230
CIM Investment Management
Pennsylvania
$351K
MNA
231
Manning & Napier Advisors
New York
$351K
ET
232
Entropy Technologies
New York
$348K +$133K +2,610 +64%
SOW
233
State of Wyoming
Wyoming
$347K +$118K +2,331 +54%
GC
234
Guggenheim Capital
Illinois
$344K +$335K +6,599 New
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$342K -$1.68K -33 -0.5%
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$340K +$19.1K +376 +6%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$339K +$250K +4,915 +310%
Pathstone Holdings
238
Pathstone Holdings
New Jersey
$335K -$115K -2,264 -26%
Verition Fund Management
239
Verition Fund Management
Connecticut
$333K -$2.03M -39,990 -86%
EWA
240
EP Wealth Advisors
California
$328K +$320K +6,292 New
SFC
241
SYM Financial Corp
Indiana
$323K -$25K -492 -7%
Connor, Clark & Lunn Investment Management (CC&L)
242
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$314K +$307K +6,038 New
Federated Hermes
243
Federated Hermes
Pennsylvania
$309K -$55.4K -1,090 -15%
OWA
244
Outlook Wealth Advisors
Texas
$305K +$1.68K +33 +0.6%
NI
245
NDVR Inc
Massachusetts
$304K -$31.2K -615 -10%
RIG
246
RiverFront Investment Group
Virginia
$299K +$13K +256 +5%
SVWAG
247
Sound View Wealth Advisors Group
Georgia
$295K -$11.2K -220 -4%
Ensign Peak Advisors
248
Ensign Peak Advisors
Utah
$288K -$574K -11,300 -67%
MP
249
Mangrove Partners
Connecticut
$287K +$280K +5,509 New
GHAM
250
Gilman Hill Asset Management
Connecticut
$286K