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Federated Hermes

366 hedge funds and large institutions have $3.54B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

5.27% more ownership

Funds ownership: 82.71%87.98% (+5.3%)

1% more funds holding

Funds holding: 362366 (+4)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.97M
Puts
$607K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
226
Globeflex Capital
California
$412K
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$399K
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$395K
National Bank of Canada
229
National Bank of Canada
Quebec, Canada
$389K
BTI
230
Blue Trust Inc
Georgia
$387K
State of Wisconsin Investment Board
231
State of Wisconsin Investment Board
Wisconsin
$376K
Federated Hermes
232
Federated Hermes
Pennsylvania
$365K
APP
233
Avantax Planning Partners
Iowa
$364K
AGWCA
234
Annis Gardner Whiting Capital Advisors
Florida
$364K
N
235
Natixis
France
$364K
CIM
236
CIM Investment Management
Pennsylvania
$350K
DAS
237
Diversify Advisory Services
Utah
$349K
SFC
238
SYM Financial Corp
Indiana
$348K
MNA
239
Manning & Napier Advisors
New York
$344K
Bank of Montreal
240
Bank of Montreal
Ontario, Canada
$343K
NI
241
NDVR Inc
Massachusetts
$335K
ProShare Advisors
242
ProShare Advisors
Maryland
$327K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$320K
SVWAG
244
Sound View Wealth Advisors Group
Georgia
$306K
OWA
245
Outlook Wealth Advisors
Texas
$303K
SAM
246
Securian Asset Management
Minnesota
$287K
GHAM
247
Gilman Hill Asset Management
Connecticut
$285K
RIG
248
RiverFront Investment Group
Virginia
$285K
AI
249
Atria Investments
North Carolina
$268K
TSW
250
Three Seasons Wealth
Utah
$267K