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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
HCA
276
Harbor Capital Advisors
Illinois
$11K +$468 +12 +5%
NS
277
NBC Securities
Alabama
$11K +$11.1K +285 New
PFBT
278
Parkside Financial Bank & Trust
Missouri
$10.8K +$4.49K +115 +76%
CIAM
279
Caitong International Asset Management
Hong Kong
$10.8K +$10.3K +265 New
MTIC
280
Missouri Trust & Investment Company
Missouri
$10.6K
PPC
281
Park Place Capital
Alabama
$10.2K +$9.76K +250 New
CIM
282
Contravisory Investment Management
Massachusetts
$9.17K
MCM
283
MAI Capital Management
Ohio
$7.95K -$1.09K -28 -13%
HI
284
Harbour Investments
Wisconsin
$6.61K
HFM
285
Harvest Fund Management
China
$6K -$296K -7,584 -98%
Bessemer Group
286
Bessemer Group
New Jersey
$6K -$5.07K -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 +$859 +22 +18%
HWM
291
Hemington Wealth Management
Virginia
$5K +$1.87K +48 +61%
PWMG
292
Private Wealth Management Group
New Jersey
$4.77K
QCG
293
Quadrant Capital Group
Ohio
$4.2K
DB
294
Danske Bank
Denmark
$4.08K -$1.67M -42,719 -100%
SIS
295
Strategic Investment Solutions
Illinois
$4.08K
CAM
296
Costello Asset Management
Pennsylvania
$4.08K +$3.9K +100 New
VCM
297
Versant Capital Management
Arizona
$4K
SS
298
SBI Securities
Japan
$3.75K
JWA
299
JFS Wealth Advisors
Pennsylvania
$3.63K -$39 -1 -1%
CFO
300
CVA Family Office
Colorado
$3.02K

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.