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Federated Hermes
FHI

Overview Fund Activity

359 hedge funds and large institutions have $2.89B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
76
Increased
124
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$125M
2
LSV Asset Management
LSV Asset Management
Illinois
$87.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
$132M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.9M
5
Millennium Management
Millennium Management
New York
$41.9M

Top Sellers

1
BlackRock
BlackRock
New York
$253M
2
Citadel Advisors
Citadel Advisors
Florida
$20.3M
3
EF
Empowered Funds
Pennsylvania
$2.36M
4
Goldman Sachs
Goldman Sachs
New York
$27.4M
5
AG
Algert Global
California
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
301
Hazlett, Burt & Watson
West Virginia
$27K – – –
BNP Paribas Asset Management
302
BNP Paribas Asset Management
France
$26K +$26K +595 New
SAM
303
Smartleaf Asset Management
Massachusetts
$23.7K -$3.58K -81 -13%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$23.2K -$1.33K -30 -5%
PSFG
305
Park Square Financial Group
Georgia
$20.7K – – –
FFA
306
Farther Finance Advisors
California
$19.5K -$18.7K -423 -49%
VWM
307
Vermillion Wealth Management
Minnesota
$19.3K – – –
WOSD
308
WFA of San Diego
California
$19.3K +$19.3K +435 New
NEWAS
309
N.E.W. Advisory Services
Wisconsin
$17.7K – – –
CTC
310
Central Trust Company
Missouri
$16.4K – – –
AF
311
Allworth Financial
California
$15.8K +$9.32K +210 +143%
WTC
312
WhitTier Trust Company
Nevada
$15.5K +$15.5K +350 New
PFBT
313
Parkside Financial Bank & Trust
Missouri
$15.2K +$3.41K +77 +29%
WA
314
WPG Advisers
Maryland
$14.9K +$14.9K +336 New
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$14.8K – – –
HCA
316
Harbor Capital Advisors
Illinois
$13K +$1.5K +35 +13%
CB
317
CNB Bank
Pennsylvania
$11.3K +$11.3K +256 New
MCM
318
MAI Capital Management
Ohio
$11.3K +$2.66K +60 +31%
C
319
Covestor
United Kingdom
$11K -$642 -15 -6%
Bessemer Group
320
Bessemer Group
New Jersey
$10K +$3.11K +70 +45%
CIM
321
Contravisory Investment Management
Massachusetts
$9.97K – – –
IA
322
IFP Advisors
Florida
$9.88K -$82 -2 Closed
BIG
323
Brooklyn Investment Group
New York
$9.4K +$7.18K +162 +324%
BIA
324
Bell Investment Advisors
California
$8.29K +$1.91K +43 +30%
HI
325
Harbour Investments
Wisconsin
$7.18K – – –
11 12
13
14 15