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Federated Hermes

363 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $802K

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $2.55B → $2.9B (+$354M)

13% more funds holding

Funds holding: 321363 (+42)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.92% 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
363
Holders Change
+42
Holders Change %
+13.08%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
126
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
326
Brooklyn Investment Group
New York
$9.4K +$6.66K +162 +324%
BIA
327
Bell Investment Advisors
California
$8.29K +$1.77K +43 +30%
HI
328
Harbour Investments
Wisconsin
$7.18K
HWM
329
Hemington Wealth Management
Virginia
$7K +$1.4K +34 +27%
PTC
330
Private Trust Company
Ohio
$6.43K +$5.96K +145 New
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 +$5.18K +126 New
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 +$82 +2 +2%
CA
339
Clearstead Advisors
Ohio
$3.99K +$3.33K +81 +900%
SIS
340
Sound Income Strategies
Florida
$3.9K +$3.62K +88 New
CFO
341
CVA Family Office
Colorado
$3.28K
EP
342
Essential Partners
California
$3.06K +$2.84K +69 New
JWA
343
JFS Wealth Advisors
Pennsylvania
$3.01K -$864 -21 -24%
HFS
344
Hantz Financial Services
Michigan
$3K +$2.92K +71 New
DWM
345
Dogwood Wealth Management
Kansas
$2.87K +$2.59K +63 New
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$2.75K +$82 +2 +3%
PWA
347
Physician Wealth Advisors
Utah
$2.7K +$1.44K +35 +135%
TPWA
348
Twin Peaks Wealth Advisors
California
$2.5K +$1.97K +48 New
HNB
349
Hilltop National Bank
Wyoming
$2.22K +$2.06K +50 New
FFO
350
Fortitude Family Office
Arizona
$1.37K +$1.27K +31 New

FHI Hedge Fund Activity: Q2 2025 in Review

363 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2025, worth a combined $2.9B — up 14% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FHI positions and 33 closed out — a net gain of 45 holders — while 126 added to existing stakes and 114 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.6M. The largest seller was BlackRock, cutting an estimated $29.1M.

  • 363 institutional investors held Federated Hermes (FHI) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $2.9B of Federated Hermes stock for Q2 2025, up 14% quarter-over-quarter.
  • 78 funds opened new Federated Hermes positions in Q2 2025 and 33 closed out, a net change of +45 holders.
  • The largest Federated Hermes buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $37.6M added.
  • The largest Federated Hermes seller in Q2 2025 was BlackRock, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2025.