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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 %
BIG
301
Brooklyn Investment Group
New York
$2.04K +$2.04K +50 New
PWA
302
Physician Wealth Advisors
Utah
$1.06K +$1.06K +26 New
Amundi
303
Amundi
France
$947 +$947 +24 New
DPW
304
DiNuzzo Private Wealth
Pennsylvania
$897 +$82 +2 +10%
GFPC
305
Global Financial Private Client
Florida
$856 +$571 +14 +200%
SIC
306
SJS Investment Consulting
Ohio
$775 -$122 -3 -14%
HFS
307
Hughes Financial Services
Virginia
$532 +$532 +13 New
FHA
308
First Horizon Advisors
Tennessee
$481 – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$367 – – –
HNB
310
Huntington National Bank
Ohio
$367 +$367 +9 New
CA
311
Clearstead Advisors
Ohio
$367 +$367 +9 New
HIA
312
HFM Investment Advisors
New Jersey
$245 +$245 +6 New
BGAI
313
Bruce G. Allen Investments
Colorado
$245 +$245 +6 New
GC
314
Garde Capital
Washington
$204 +$204 +5 New
GP
315
Greenline Partners
New York
$163 +$163 +4 New
BHWM
316
Bay Harbor Wealth Management
Maryland
$163 +$163 +4 New
PWM
317
Parkworth Wealth Management
California
$122 – – –
RA
318
Rise Advisors
New York
$102 -$13.3K -390 -99%
IA
319
IFP Advisors
Florida
$82 – – –
TWD
320
True Wealth Design
Ohio
$41 +$41 +1 New
Norges Bank
321
Norges Bank
Norway
– -$10.6M -258,800 Closed
WAM
322
Weiss Asset Management
Massachusetts
– -$6.34M -154,263 Closed
WG
323
Winton Group
United Kingdom
– -$4.16M -101,072 Closed
FGP
324
Freestone Grove Partners
California
– -$3.81M -92,719 Closed
HF
325
HRT Financial
New York
– -$3.35M -81,476 Closed
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