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Federated Hermes

321 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

4% less capital invested

Capital invested by funds: $2.66B → $2.55B (-$120M)

2% less funds holding

Funds holding: 328321 (-7)

2.47% less ownership

Funds ownership: 79.25%76.78% (-2.5%)

52% less call options, than puts

Call options by funds: $427K | Put options by funds: $881K

Holders
321
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
115
Reduced
101
Closed
57
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
251
C.M. Bidwell & Associates
Hawaii
$70.5K -$1.95K -50 -3%
HCP
252
Hexagon Capital Partners
Arkansas
$67.8K +$3.32K +85 +5%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$63.2K +$11.2K +287 +23%
CCM
254
Coldstream Capital Management
Washington
$59.2K +$56.6K +1,451 New
CSB
255
City State Bank
Iowa
$52.2K -$3.16K -81 -6%
KIM
256
Kestra Investment Management
Texas
$51K +$48.8K +1,250 New
VanEck Associates
257
VanEck Associates
New York
$49K +$14K +359 +43%
Simplex Trading
258
Simplex Trading
Illinois
$45K +$43.6K +1,118 New
Osaic Holdings
259
Osaic Holdings
Arizona
$43.4K -$17.8K -455 -30%
W
260
WealthCollab
Washington
$40.7K +$6.17K +158 +19%
SPIA
261
Steward Partners Investment Advisory
New York
$38.8K -$1.87K -48 -5%
EWA
262
EverSource Wealth Advisors
Alabama
$36.2K +$12.6K +324 +57%
FFA
263
Farther Finance Advisors
California
$35.3K +$24K +614 +247%
SAM
264
S.A. Mason
Michigan
$34.6K +$195 +5 +0.6%
SAM
265
Smartleaf Asset Management
Massachusetts
$25.1K +$781 +20 +3%
HBW
266
Hazlett, Burt & Watson
West Virginia
$25K
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$22.6K +$4.14K +106 +24%
WF
268
Wayfinding Financial
Washington
$21K +$20.8K +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 -$2.49M -63,727 -99%
NEWAS
272
N.E.W. Advisory Services
Wisconsin
$16.3K +$15.6K +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 +$273 +7 +3%

FHI Hedge Fund Activity: Q1 2025 in Review

321 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2025, worth a combined $2.55B — down 4.5% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of FHI and 55 opened new positions — a net loss of 2 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was Charles Schwab, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $83.6M.

  • 321 institutional investors held Federated Hermes (FHI) as of Q1 2025, down from 328 in Q4 2024.
  • Funds reported $2.55B of Federated Hermes stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 55 funds opened new Federated Hermes positions in Q1 2025 and 57 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q1 2025 was Charles Schwab, an estimated $89.2M added.
  • The largest Federated Hermes seller in Q1 2025 was BlackRock, an estimated $83.6M sold.

Based on aggregated 13F filings for Q1 2025.