We are live on ! Find out more
FHI icon

Federated Hermes

399 hedge funds and large institutions have $3.71B invested in Federated Hermes in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,700% more call options, than puts

Call options by funds: $408K | Put options by funds: $6K

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

4% more funds holding

Funds holding: 382399 (+17)

4% more capital invested

Capital invested by funds: $3.56B → $3.71B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.96% less ownership

Funds ownership: 88.15%86.19% (-2%)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
140
Reduced
127
Closed
38
Calls
$408K
Puts
$6K
Net Calls
+$402K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
251
KeyBank National Association
Ohio
$398K -$27.4K -501 -7%
BTI
252
Blue Trust Inc
Georgia
$394K -$5.97K -109 -2%
BFA
253
Bill Few Associates
Pennsylvania
$385K +$371K +6,783 New
PS
254
Principal Securities
Iowa
$383K +$370K +6,760 New
S
255
SignatureFD
Georgia
$372K +$101K +1,841 +39%
MNA
256
Manning & Napier Advisors
New York
$372K
EWA
257
EP Wealth Advisors
California
$367K +$10.2K +186 +3%
Pathstone Holdings
258
Pathstone Holdings
New Jersey
$365K -$329 -6 -0.1%
PCM
259
Prelude Capital Management
New York
$361K +$349K +6,365 New
RIG
260
RiverFront Investment Group
Virginia
$356K +$28.9K +528 +9%
SFC
261
SYM Financial Corp
Indiana
$353K +$1.48K +27 +0.4%
Federated Hermes
262
Federated Hermes
Pennsylvania
$337K
OWA
263
Outlook Wealth Advisors
Texas
$334K +$1.7K +31 +0.5%
CA
264
Claro Advisors
Massachusetts
$315K +$304K +5,560 New
Ensign Peak Advisors
265
Ensign Peak Advisors
Utah
$314K
BPAMU
266
BTG Pactual Asset Management US
New York
$313K +$1.81K +33 +0.6%
GHAM
267
Gilman Hill Asset Management
Connecticut
$312K
SAM
268
Securian Asset Management
Minnesota
$309K +$6.13K +112 +2%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$309K +$35.9K +656 +14%
LC
270
Lawood & Co
Pennsylvania
$302K
AI
271
Atria Investments
North Carolina
$302K +$2.74K +50 +0.9%
GCM
272
Graham Capital Management
Connecticut
$291K -$92.4K -1,687 -25%
HR
273
Hardy Reed
Mississippi
$288K -$219 -4 -0.1%
PAG
274
Private Advisor Group
New Jersey
$287K -$548 -10 -0.2%
CGH
275
Crossmark Global Holdings
Texas
$285K -$2.19K -40 -0.8%