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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
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$2.45K +$820 +21 +54%
BIG
302
Brooklyn Investment Group
New York
$2.04K +$1.95K +50 New
PWA
303
Physician Wealth Advisors
Utah
$1.06K +$1.01K +26 New
Amundi
304
Amundi
France
$947 +$937 +24 New
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$897 +$78 +2 +10%
GFPC
306
Global Financial Private Client
Florida
$856 +$546 +14 +200%
SIC
307
SJS Investment Consulting
Ohio
$775 -$117 -3 -14%
HFS
308
Hughes Financial Services
Virginia
$532 +$507 +13 New
FHA
309
First Horizon Advisors
Tennessee
$481
MPWT
310
MassMutual Private Wealth & Trust
Connecticut
$367
CA
311
Clearstead Advisors
Ohio
$367 +$351 +9 New
HNB
312
Huntington National Bank
Ohio
$367 +$351 +9 New
BGAI
313
Bruce G. Allen Investments
Colorado
$245 +$234 +6 New
HIA
314
HFM Investment Advisors
New Jersey
$245 +$234 +6 New
GC
315
Garde Capital
Washington
$204 +$195 +5 New
BHWM
316
Bay Harbor Wealth Management
Maryland
$163 +$156 +4 New
GP
317
Greenline Partners
New York
$163 +$156 +4 New
PWM
318
Parkworth Wealth Management
California
$122
RA
319
Rise Advisors
New York
$102 -$15.2K -390 -99%
IA
320
IFP Advisors
Florida
$82
TWD
321
True Wealth Design
Ohio
$41 +$39 +1 New
Norges Bank
322
Norges Bank
Norway
-$10.6M -258,800 Closed
WAM
323
Weiss Asset Management
Massachusetts
-$6.34M -154,263 Closed
WG
324
Winton Group
United Kingdom
-$4.16M -101,072 Closed
FGP
325
Freestone Grove Partners
California
-$3.81M -92,719 Closed

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.