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Federated Hermes

376 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

0.08% less ownership

Funds ownership: 88.05%87.97% (-0.08%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

75% less call options, than puts

Call options by funds: $396K | Put options by funds: $1.59M

Holders
376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$396K
Puts
$1.59M
Net Calls
Net Calls Change

Top Sellers

1 -$21M
2 -$18M
3 -$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
5
Invesco
Invesco
Georgia
-$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
301
Rockefeller Capital Management
New York
$51.9K
W
302
WealthCollab
Washington
$48K
PFBT
303
Parkside Financial Bank & Trust
Missouri
$44.2K
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$38.3K
AssetMark Inc
305
AssetMark Inc
California
$36.4K
HBW
306
Hazlett, Burt & Watson
West Virginia
$32K
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$30.8K
SAM
308
Smartleaf Asset Management
Massachusetts
$28.4K
Daiwa Securities Group
309
Daiwa Securities Group
Japan
$27K
TM
310
Torren Management
California
$24.6K
AF
311
Allworth Financial
California
$24K
WA
312
WPG Advisers
Maryland
$23.5K
VWM
313
Vermillion Wealth Management
Minnesota
$22.6K
WOSD
314
WFA of San Diego
California
$22.6K
HFS
315
Hantz Financial Services
Michigan
$22K
QCG
316
Quadrant Capital Group
Ohio
$21.7K
NEWAS
317
N.E.W. Advisory Services
Wisconsin
$20.8K
RFS
318
Richardson Financial Services
Massachusetts
$20.8K
CTC
319
Central Trust Company
Missouri
$19.3K
QL
320
Quarry LP
New York
$17.7K
MCM
321
MAI Capital Management
Ohio
$17.4K
RFP
322
Root Financial Partners
California
$17.4K
BC
323
Bayforest Capital
United Kingdom
$14.4K
PWPS
324
Pinnacle Wealth Planning Services
Ohio
$13.6K
CA
325
Clearstead Advisors
Ohio
$12.9K