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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
RS
276
R Squared
Hong Kong
$43.2K +$42.4K +1,050 New
SPIA
277
Steward Partners Investment Advisory
New York
$41.1K
QL
278
Quarry LP
New York
$37.1K +$36.4K +902 New
VanEck Associates
279
VanEck Associates
New York
$35K -$2.3K -57 -6%
SAM
280
S.A. Mason
Michigan
$34.7K +$162 +4 +0.5%
W
281
WealthCollab
Washington
$34.6K
HBW
282
Hazlett, Burt & Watson
West Virginia
$25K
SAM
283
Smartleaf Asset Management
Massachusetts
$24.4K -$444 -11 -2%
EWA
284
EverSource Wealth Advisors
Alabama
$23.2K +$8.44K +209 +59%
PSFG
285
Park Square Financial Group
Georgia
$19.2K +$18.8K +466 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$18.4K +$485 +12 +3%
VWM
287
Vermillion Wealth Management
Minnesota
$17.9K +$17.6K +435 New
RA
288
Rise Advisors
New York
$16.2K +$121 +3 +0.8%
CTC
289
Central Trust Company
Missouri
$15.2K
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$13.2K
Bessemer Group
291
Bessemer Group
New Jersey
$12K +$4.4K +109 +62%
C
292
Covestor
United Kingdom
$11K -$363 -9 -3%
HCA
293
Harbor Capital Advisors
Illinois
$11K +$10.4K +257 New
MTIC
294
Missouri Trust & Investment Company
Missouri
$10.7K +$10.5K +260 New
FFA
295
Farther Finance Advisors
California
$10.2K -$11.8K -292 -54%
MCM
296
Manchester Capital Management
Vermont
$9.7K
CIM
297
Contravisory Investment Management
Massachusetts
$9.25K +$9.09K +225 New
MCM
298
MAI Capital Management
Ohio
$9.18K +$9.01K +223 New
HI
299
Harbour Investments
Wisconsin
$6.66K
PFBT
300
Parkside Financial Bank & Trust
Missouri
$6.21K

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.