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Federated Hermes

362 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.93% more ownership

Funds ownership: 76.78%82.71% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.65M
Puts
$802K
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$30.7M
3 -$12.9M
4
Goldman Sachs
Goldman Sachs
New York
-$11.8M
5
AG
Algert Global
California
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
301
Simplex Trading
Illinois
$41K
W
302
WealthCollab
Washington
$40.3K
SAM
303
S.A. Mason
Michigan
$37.9K
HBW
304
Hazlett, Burt & Watson
West Virginia
$27K
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$26K
SAM
306
Smartleaf Asset Management
Massachusetts
$23.7K
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$23.2K
PSFG
308
Park Square Financial Group
Georgia
$20.7K
FFA
309
Farther Finance Advisors
California
$19.5K
VWM
310
Vermillion Wealth Management
Minnesota
$19.3K
WOSD
311
WFA of San Diego
California
$19.3K
NEWAS
312
N.E.W. Advisory Services
Wisconsin
$17.7K
CTC
313
Central Trust Company
Missouri
$16.4K
AF
314
Allworth Financial
California
$15.8K
WTC
315
WhitTier Trust Company
Nevada
$15.5K
PFBT
316
Parkside Financial Bank & Trust
Missouri
$15.2K
WA
317
WPG Advisers
Maryland
$14.9K
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$14.8K
HCA
319
Harbor Capital Advisors
Illinois
$13K
CB
320
CNB Bank
Pennsylvania
$11.3K
MCM
321
MAI Capital Management
Ohio
$11.3K
C
322
Covestor
United Kingdom
$11K
Bessemer Group
323
Bessemer Group
New Jersey
$10K
CIM
324
Contravisory Investment Management
Massachusetts
$9.97K
IA
325
IFP Advisors
Florida
$9.88K