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Federated Hermes

371 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $607K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

22% more capital invested

Capital invested by funds: $2.9B → $3.55B (+$647M)

5.34% more ownership

Funds ownership: 82.71%88.04% (+5.3%)

2% more funds holding

Funds holding: 363371 (+8)

19% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 140

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
114
Reduced
140
Closed
42
Calls
$4.97M
Puts
$607K
Net Calls
+$4.36M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$41.4K -$110K -2,173 -73%
Walleye Capital
302
Walleye Capital
New York
$39.1K -$281K -5,550 -88%
HBW
303
Hazlett, Burt & Watson
West Virginia
$32K
BNP Paribas Asset Management
304
BNP Paribas Asset Management
France
$31K
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$28.9K +$1.62K +32 +6%
SAM
306
Smartleaf Asset Management
Massachusetts
$27.8K
Daiwa Securities Group
307
Daiwa Securities Group
Japan
$27K +$26.3K +519 New
PS
308
Principal Securities
Iowa
$24.8K +$24.2K +477 New
MCM
309
MAI Capital Management
Ohio
$24.7K +$11.2K +221 +87%
WA
310
WPG Advisers
Maryland
$23.2K +$5.63K +111 +33%
VWM
311
Vermillion Wealth Management
Minnesota
$22.6K
WOSD
312
WFA of San Diego
California
$22.6K
NEWAS
313
N.E.W. Advisory Services
Wisconsin
$20.8K
AF
314
Allworth Financial
California
$20.8K +$2.18K +43 +12%
CTC
315
Central Trust Company
Missouri
$19.2K
QL
316
Quarry LP
New York
$18.4K -$43.4K -856 -71%
WTC
317
WhitTier Trust Company
Nevada
$18.1K
PFBT
318
Parkside Financial Bank & Trust
Missouri
$17.9K +$101 +2 +0.6%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$17.4K
RFS
320
Richardson Financial Services
Massachusetts
$15.7K +$15.3K +302 New
RFP
321
Root Financial Partners
California
$15.5K +$15.2K +299 New
CIAM
322
Caitong International Asset Management
Hong Kong
$14K +$13.6K +269 New
Optiver Holding
323
Optiver Holding
Netherlands
$12.5K +$12.2K +241 New
Bessemer Group
324
Bessemer Group
New Jersey
$12K
CIM
325
Contravisory Investment Management
Massachusetts
$11.7K

FHI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2025, worth a combined $3.55B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHI positions and 42 closed out — a net gain of 12 holders — while 114 added to existing stakes and 140 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 371 institutional investors held Federated Hermes (FHI) as of Q3 2025, up from 363 in Q2 2025.
  • Funds reported $3.55B of Federated Hermes stock for Q3 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Federated Hermes positions in Q3 2025 and 42 closed out, a net change of +12 holders.
  • The largest Federated Hermes buyer in Q3 2025 was Schneider Downs Wealth Management Advisors, an estimated $131M added.
  • The largest Federated Hermes seller in Q3 2025 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2025.