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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
BIA
301
Bell Investment Advisors
California
$5.92K +$1.29K +32 +29%
HCM
302
Hollencrest Capital Management
California
$5.75K
MHR
303
Matthew Hamilton Rosenberg
$5.71K
EBA
304
Eagle Bay Advisors
New York
$5.67K
EC
305
Elequin Capital
New York
$5.01K +$4.93K +122 New
PWMG
306
Private Wealth Management Group
New Jersey
$4.81K
AF
307
Allworth Financial
California
$4.75K
QCG
308
Quadrant Capital Group
Ohio
$4.24K
SIS
309
Strategic Investment Solutions
Illinois
$4.11K
VCM
310
Versant Capital Management
Arizona
$4.03K
SS
311
SBI Securities
Japan
$3.78K +$3.72K +92 New
JWA
312
JFS Wealth Advisors
Pennsylvania
$3.7K +$81 +2 +2%
CFO
313
CVA Family Office
Colorado
$3.04K
LFA
314
LGT Financial Advisors
Texas
$3.04K
HWM
315
Hemington Wealth Management
Virginia
$3K +$1.09K +27 +52%
HNB
316
Hilltop National Bank
Wyoming
$2.06K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.6K
GEA
318
Glen Eagle Advisors
New Jersey
$1.15K
RBC
319
Roble Belko & Company
Pennsylvania
$1K
SIC
320
SJS Investment Consulting
Ohio
$905 -$81 -2 -8%
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$823
FHA
322
First Horizon Advisors
Tennessee
$481
MPWT
323
MassMutual Private Wealth & Trust
Connecticut
$370
CT
324
Colonial Trust
South Carolina
$370 +$363 +9 New
GFPC
325
Global Financial Private Client
Florida
$288 +$283 +7 New

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.