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Federated Hermes

321 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

4% less capital invested

Capital invested by funds: $2.66B → $2.55B (-$120M)

2% less funds holding

Funds holding: 328321 (-7)

2.47% less ownership

Funds ownership: 79.25%76.78% (-2.5%)

52% less call options, than puts

Call options by funds: $427K | Put options by funds: $881K

Holders
321
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
115
Reduced
101
Closed
57
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HF
326
HRT Financial
New York
-$3.35M -81,476 Closed
BCM
327
Basswood Capital Management
New York
-$3.32M -80,787 Closed
MWM
328
Moran Wealth Management
Florida
-$2.98M -72,427 Closed
Canada Pension Plan Investment Board
329
Canada Pension Plan Investment Board
Ontario, Canada
-$2.54M -61,700 Closed
MIC
330
Mubadala Investment Company
United Arab Emirates
-$2.4M -58,440 Closed
FCM
331
Fieldview Capital Management
Michigan
-$2.2M -53,431 Closed
Marshall Wace
332
Marshall Wace
United Kingdom
-$2M -48,570 Closed
Tudor Investment Corp
333
Tudor Investment Corp
Connecticut
-$1.97M -47,897 Closed
SAM
334
Synergy Asset Management
Washington
-$1.73M -47,061 Closed
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
-$1.92M -46,619 Closed
GT
336
Glenmede Trust
Pennsylvania
-$1.33M -32,261 Closed
JF
337
Jump Financial
Illinois
-$1.28M -31,200 Closed
VCM
338
Voleon Capital Management
California
-$1.11M -26,944 Closed
CCIA
339
Campbell & Co Investment Adviser
Maryland
-$1.04M -25,233 Closed
IQI
340
Integrated Quantitative Investments
Washington
-$958K -23,300 Closed
SA
341
Sanctuary Advisors
Indiana
-$916K -23,046 Closed
I
342
InceptionR
California
-$905K -22,026 Closed
II
343
Inspire Investing
Idaho
-$829K -20,158 Closed
YIH
344
Y-Intercept (HK)
Hong Kong
-$673K -16,361 Closed
CIC
345
Cornercap Investment Counsel
Georgia
-$658K -16,008 Closed
WPW
346
Waldron Private Wealth
Pennsylvania
-$602K -14,637 Closed
CM
347
Crestline Management
Texas
-$601K -14,622 Closed
DTL
348
Dynamic Technology Lab
Singapore
-$585K -14,233 Closed
Cambridge Investment Research Advisors
349
Cambridge Investment Research Advisors
Iowa
-$576K -14,015 Closed
TSW
350
Three Seasons Wealth
Utah
-$500K -12,159 Closed

FHI Hedge Fund Activity: Q1 2025 in Review

321 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2025, worth a combined $2.55B — down 4.5% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of FHI and 55 opened new positions — a net loss of 2 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was Charles Schwab, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $83.6M.

  • 321 institutional investors held Federated Hermes (FHI) as of Q1 2025, down from 328 in Q4 2024.
  • Funds reported $2.55B of Federated Hermes stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 55 funds opened new Federated Hermes positions in Q1 2025 and 57 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q1 2025 was Charles Schwab, an estimated $89.2M added.
  • The largest Federated Hermes seller in Q1 2025 was BlackRock, an estimated $83.6M sold.

Based on aggregated 13F filings for Q1 2025.