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Federated Hermes

362 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.93% more ownership

Funds ownership: 76.78%82.71% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.65M
Puts
$802K
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$30.7M
3 -$12.9M
4
Goldman Sachs
Goldman Sachs
New York
-$11.8M
5
AG
Algert Global
California
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
326
Brooklyn Investment Group
New York
$9.4K
BIA
327
Bell Investment Advisors
California
$8.29K
HI
328
Harbour Investments
Wisconsin
$7.18K
HWM
329
Hemington Wealth Management
Virginia
$7K
PTC
330
Private Trust Company
Ohio
$6.43K
HCM
331
Hollencrest Capital Management
California
$6.21K
MHR
332
Matthew Hamilton Rosenberg
$6.16K
HFM
333
Harvest Fund Management
China
$6K
IWM
334
IMG Wealth Management
Florida
$5.58K
PWMG
335
Private Wealth Management Group
New Jersey
$5.19K
CAM
336
Costello Asset Management
Pennsylvania
$4.43K
VCM
337
Versant Capital Management
Arizona
$4.34K
SS
338
SBI Securities
Japan
$4.17K
CA
339
Clearstead Advisors
Ohio
$3.99K
SIS
340
Sound Income Strategies
Florida
$3.9K
CFO
341
CVA Family Office
Colorado
$3.28K
JWA
342
JFS Wealth Advisors
Pennsylvania
$3.01K
HFS
343
Hantz Financial Services
Michigan
$3K
DWM
344
Dogwood Wealth Management
Kansas
$2.87K
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2.75K
PWA
346
Physician Wealth Advisors
Utah
$2.7K
TPWA
347
Twin Peaks Wealth Advisors
California
$2.5K
HNB
348
Hilltop National Bank
Wyoming
$2.22K
FFO
349
Fortitude Family Office
Arizona
$1.37K
DPW
350
DiNuzzo Private Wealth
Pennsylvania
$1.02K