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Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
251
Atria Wealth Solutions
New York
$214K +$210K +5,198 New
EWA
252
EP Wealth Advisors
California
$213K +$209K +5,187 New
SFC
253
SYM Financial Corp
Indiana
$207K +$204K +5,047 New
HR
254
Hardy Reed
Mississippi
$205K +$202K +4,990 New
BTI
255
Blue Trust Inc
Georgia
$200K -$184K -4,564 -48%
VFM
256
Vision Financial Markets
Connecticut
$198K +$195K +4,818 New
CFB
257
Cullen/Frost Bankers
Texas
$177K
S
258
SignatureFD
Georgia
$161K +$7.71K +191 +5%
DekaBank Deutsche Girozentrale
259
DekaBank Deutsche Girozentrale
Germany
$151K
KBC Group
260
KBC Group
Belgium
$138K +$63.3K +1,567 +88%
CIA
261
Cape Investment Advisory
Georgia
$131K -$36.4K -901 -22%
WSFS
262
Wilmington Savings Fund Society
Delaware
$126K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$120K +$15.6K +386 +15%
TPCW
264
TD Private Client Wealth
New York
$114K
Jones Financial Companies
265
Jones Financial Companies
Missouri
$109K +$56.5K +1,400 +112%
Lazard Asset Management
266
Lazard Asset Management
New York
$90K +$88.5K +2,190 New
CMBA
267
C.M. Bidwell & Associates
Hawaii
$73.2K +$71.9K +1,780 New
GI
268
GAMMA Investing
California
$70.2K +$26.1K +646 +61%
HCP
269
Hexagon Capital Partners
Arkansas
$64.9K +$3.23K +80 +5%
Osaic Holdings
270
Osaic Holdings
Arizona
$62.4K -$2.02K -50 -3%
CSB
271
City State Bank
Iowa
$56K -$11K -272 -17%
UB
272
UMB Bank
Missouri
$54.7K +$4.72K +117 +10%
SIS
273
Sound Income Strategies
Florida
$53.5K +$52.5K +1,301 New
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$52K -$32.1K -794 -39%
VFA
275
Virtus Fund Advisers
Connecticut
$49.7K +$1.7K +42 +4%

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.