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Federated Hermes
FHI

Overview Fund Activity

320 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
114
Reduced
100
Closed
56
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$93.1M
2
EF
Empowered Funds
Pennsylvania
+$14M
3
ICM
Invenomic Capital Management
Massachusetts
+$11.7M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$87.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$18.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.5M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMBA
251
C.M. Bidwell & Associates
Hawaii
$70.5K -$2.04K -50 -3%
HCP
252
Hexagon Capital Partners
Arkansas
$67.8K +$3.47K +85 +5%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$63.2K +$11.7K +287 +23%
CCM
254
Coldstream Capital Management
Washington
$59.2K +$59.2K +1,451 New
CSB
255
City State Bank
Iowa
$52.2K -$3.3K -81 -6%
KIM
256
Kestra Investment Management
Texas
$51K +$51K +1,250 New
VanEck Associates
257
VanEck Associates
New York
$49K +$14.6K +359 +43%
Simplex Trading
258
Simplex Trading
Illinois
$45K +$45K +1,118 New
Osaic Holdings
259
Osaic Holdings
Arizona
$43.4K -$18.6K -455 -30%
W
260
WealthCollab
Washington
$40.7K +$6.44K +158 +19%
SPIA
261
Steward Partners Investment Advisory
New York
$38.8K -$1.96K -48 -5%
EWA
262
EverSource Wealth Advisors
Alabama
$36.2K +$13.2K +324 +57%
FFA
263
Farther Finance Advisors
California
$35.3K +$25.1K +614 +247%
SAM
264
S.A. Mason
Michigan
$34.6K +$204 +5 +0.6%
SAM
265
Smartleaf Asset Management
Massachusetts
$25.1K +$814 +20 +3%
HBW
266
Hazlett, Burt & Watson
West Virginia
$25K – – –
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$22.6K +$4.32K +106 +24%
WF
268
Wayfinding Financial
Washington
$21K +$21K +533 New
PSFG
269
Park Square Financial Group
Georgia
$19K – – –
VWM
270
Vermillion Wealth Management
Minnesota
$17.7K – – –
A
271
AlphaQuest
New York
$16.9K -$2.6M -63,727 -99%
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$16.3K +$16.3K +400 New
CTC
273
Central Trust Company
Missouri
$15.1K – – –
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$12K – – –
C
275
Covestor
United Kingdom
$11K +$283 +7 +3%
9 10
11
12 13