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Federated Hermes
FHI

Overview Fund Activity

359 hedge funds and large institutions have $2.89B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+39
Holders Change %
+12.19%
% of All Funds
4.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
76
Increased
124
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$125M
2
LSV Asset Management
LSV Asset Management
Illinois
$87.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
$132M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.9M
5
Millennium Management
Millennium Management
New York
$41.9M

Top Sellers

1
BlackRock
BlackRock
New York
$253M
2
Citadel Advisors
Citadel Advisors
Florida
$20.3M
3
EF
Empowered Funds
Pennsylvania
$2.36M
4
Goldman Sachs
Goldman Sachs
New York
$27.4M
5
AG
Algert Global
California
$3.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
326
Hemington Wealth Management
Virginia
$7K +$1.48K +34 +27%
PTC
327
Private Trust Company
Ohio
$6.43K +$6.43K +145 New
HCM
328
Hollencrest Capital Management
California
$6.21K – – –
MHR
329
Matthew Hamilton Rosenberg
$6.16K – – –
HFM
330
Harvest Fund Management
China
$6K – – –
IWM
331
IMG Wealth Management
Florida
$5.58K +$5.58K +126 New
PWMG
332
Private Wealth Management Group
New Jersey
$5.19K – – –
CAM
333
Costello Asset Management
Pennsylvania
$4.43K – – –
VCM
334
Versant Capital Management
Arizona
$4.34K – – –
SS
335
SBI Securities
Japan
$4.17K +$89 +2 +2%
CA
336
Clearstead Advisors
Ohio
$3.99K +$3.59K +81 +900%
SIS
337
Sound Income Strategies
Florida
$3.9K +$3.9K +88 New
CFO
338
CVA Family Office
Colorado
$3.28K – – –
JWA
339
JFS Wealth Advisors
Pennsylvania
$3.01K -$931 -21 -24%
HFS
340
Hantz Financial Services
Michigan
$3K +$3K +71 New
DWM
341
Dogwood Wealth Management
Kansas
$2.87K +$2.87K +63 New
FMII
342
Farmers & Merchants Investments Inc
Nebraska
$2.75K +$89 +2 +3%
PWA
343
Physician Wealth Advisors
Utah
$2.7K +$1.55K +35 +135%
TPWA
344
Twin Peaks Wealth Advisors
California
$2.51K +$2.51K +48 New
HNB
345
Hilltop National Bank
Wyoming
$2.22K +$2.22K +50 New
FFO
346
Fortitude Family Office
Arizona
$1.37K +$1.37K +31 New
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$44 +1 +5%
KG
348
Kilter Group
New York
$798 +$798 +18 New
HFS
349
Hughes Financial Services
Virginia
$669 – – –
SIC
350
SJS Investment Consulting
Ohio
$665 -$177 -4 -21%
12 13
14
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