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Federated Hermes

363 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $802K

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $2.55B → $2.9B (+$354M)

13% more funds holding

Funds holding: 321363 (+42)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.92% more ownership

Funds ownership: 76.78%82.71% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
363
Holders Change
+42
Holders Change %
+13.08%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
126
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
251
NDVR Inc
Massachusetts
$294K +$26.8K +651 +11%
Pathstone Holdings
252
Pathstone Holdings
New Jersey
$292K +$4.53K +110 +2%
Walleye Capital
253
Walleye Capital
New York
$279K +$259K +6,303 New
BC
254
Bayforest Capital
United Kingdom
$278K -$287K -6,985 -53%
EWA
255
EP Wealth Advisors
California
$275K -$2.8K -68 -1%
GCM
256
Gallacher Capital Management
Colorado
$267K +$20.6K +502 +9%
RIG
257
RiverFront Investment Group
Virginia
$258K +$239K +5,818 New
SAM
258
Securian Asset Management
Minnesota
$255K -$5.92K -144 -2%
GHAM
259
Gilman Hill Asset Management
Connecticut
$243K
SFC
260
SYM Financial Corp
Indiana
$238K +$4.44K +108 +2%
TPCW
261
TD Private Client Wealth
New York
$224K +$71.2K +1,730 +52%
HR
262
Hardy Reed
Mississippi
$222K +$576 +14 +0.3%
PCMC
263
Paragon Capital Management (Colorado)
Colorado
$218K +$203K +4,930 New
CGH
264
Crossmark Global Holdings
Texas
$217K +$202K +4,905 New
PCM
265
Prelude Capital Management
New York
$217K -$12.2K -297 -6%
Jones Financial Companies
266
Jones Financial Companies
Missouri
$217K +$80.2K +1,951 +66%
OR
267
Olympiad Research
Connecticut
$216K +$201K +4,883 New
X
268
Xponance
Pennsylvania
$214K -$19K -462 -9%
VFM
269
Vision Financial Markets
Connecticut
$214K
PAG
270
Private Advisor Group
New Jersey
$209K +$194K +4,721 New
VF
271
Virtu Financial
New York
$207K +$193K +4,681 New
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$206K +$46.4K +1,129 +32%
AWS
273
Atria Wealth Solutions
New York
$205K +$191K +4,634 New
Mariner
274
Mariner
Kansas
$204K -$19K -461 -9%
S
275
SignatureFD
Georgia
$196K +$2.8K +68 +2%

FHI Hedge Fund Activity: Q2 2025 in Review

363 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2025, worth a combined $2.9B — up 14% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FHI positions and 33 closed out — a net gain of 45 holders — while 126 added to existing stakes and 114 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.6M. The largest seller was BlackRock, cutting an estimated $29.1M.

  • 363 institutional investors held Federated Hermes (FHI) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $2.9B of Federated Hermes stock for Q2 2025, up 14% quarter-over-quarter.
  • 78 funds opened new Federated Hermes positions in Q2 2025 and 33 closed out, a net change of +45 holders.
  • The largest Federated Hermes buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $37.6M added.
  • The largest Federated Hermes seller in Q2 2025 was BlackRock, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2025.