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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 %
HCA
276
Harbor Capital Advisors
Illinois
$11K +$491 +12 +5%
NS
277
NBC Securities
Alabama
$11K +$11K +285 New
PFBT
278
Parkside Financial Bank & Trust
Missouri
$10.8K +$4.69K +115 +76%
CIAM
279
Caitong International Asset Management
Hong Kong
$10.8K +$10.8K +265 New
MTIC
280
Missouri Trust & Investment Company
Missouri
$10.6K – – –
PPC
281
Park Place Capital
Alabama
$10.2K +$10.2K +250 New
CIM
282
Contravisory Investment Management
Massachusetts
$9.17K – – –
MCM
283
MAI Capital Management
Ohio
$7.95K -$1.14K -28 -13%
HI
284
Harbour Investments
Wisconsin
$6.61K – – –
HFM
285
Harvest Fund Management
China
$6K -$323K -7,584 -98%
Bessemer Group
286
Bessemer Group
New Jersey
$6K -$5.03K -130 -46%
BIA
287
Bell Investment Advisors
California
$5.87K – – –
HCM
288
Hollencrest Capital Management
California
$5.71K – – –
MHR
289
Matthew Hamilton Rosenberg
$5.67K – – –
AF
290
Allworth Financial
California
$5.63K +$843 +22 +18%
HWM
291
Hemington Wealth Management
Virginia
$5K +$1.89K +48 +61%
PWMG
292
Private Wealth Management Group
New Jersey
$4.77K – – –
QCG
293
Quadrant Capital Group
Ohio
$4.2K – – –
SIS
294
Strategic Investment Solutions
Illinois
$4.08K – – –
CAM
295
Costello Asset Management
Pennsylvania
$4.08K +$4.08K +100 New
VCM
296
Versant Capital Management
Arizona
$4K – – –
SS
297
SBI Securities
Japan
$3.75K – – –
JWA
298
JFS Wealth Advisors
Pennsylvania
$3.63K -$41 -1 -1%
CFO
299
CVA Family Office
Colorado
$3.02K – – –
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$2.45K +$856 +21 +54%
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