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Federated Hermes

364 hedge funds and large institutions have $3.54B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 110 increasing their positions, 139 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

5.3% more ownership

Funds ownership: 82.66%87.96% (+5.3%)

1% more funds holding

Funds holding: 360364 (+4)

21% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 139

Holders
364
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
$4.97M
Puts
$607K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
326
Harbour Investments
Wisconsin
$8.41K
PTC
327
Private Trust Company
Ohio
$7.53K
HCM
328
Hollencrest Capital Management
California
$7.27K
MHR
329
Matthew Hamilton Rosenberg
$7.22K
HFM
330
Harvest Fund Management
China
$7K
HFS
331
Hantz Financial Services
Michigan
$7K
IWM
332
IMG Wealth Management
Florida
$6.54K
PWA
333
Physician Wealth Advisors
Utah
$6.18K
PWMG
334
Private Wealth Management Group
New Jersey
$6.08K
CAM
335
Costello Asset Management
Pennsylvania
$5.19K
VCM
336
Versant Capital Management
Arizona
$5.09K
SS
337
SBI Securities
Japan
$5.09K
BIA
338
Bell Investment Advisors
California
$4.83K
CA
339
Clearstead Advisors
Ohio
$4.67K
CFO
340
CVA Family Office
Colorado
$3.84K
JWA
341
JFS Wealth Advisors
Pennsylvania
$3.53K
DWM
342
Dogwood Wealth Management
Kansas
$3.27K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$3.22K
HNB
344
Hilltop National Bank
Wyoming
$2.6K
FFO
345
Fortitude Family Office
Arizona
$2.29K
SS
346
Sunbelt Securities
Texas
$2.23K
NWM
347
Navigoe Wealth Management
California
$2K
MAM
348
Marquette Asset Management
Minnesota
$1.77K
DPW
349
DiNuzzo Private Wealth
Pennsylvania
$1.27K
QC
350
Quent Capital
New York
$1.04K