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Federated Hermes

360 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 125 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:

5.86% more ownership

Funds ownership: 76.78%82.64% (+5.9%)

10% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 114

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
360
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
HI
326
Harbour Investments
Wisconsin
$7.18K
HWM
327
Hemington Wealth Management
Virginia
$7K
PTC
328
Private Trust Company
Ohio
$6.43K
HCM
329
Hollencrest Capital Management
California
$6.21K
MHR
330
Matthew Hamilton Rosenberg
$6.16K
HFM
331
Harvest Fund Management
China
$6K
IWM
332
IMG Wealth Management
Florida
$5.58K
PWMG
333
Private Wealth Management Group
New Jersey
$5.19K
CAM
334
Costello Asset Management
Pennsylvania
$4.43K
VCM
335
Versant Capital Management
Arizona
$4.34K
SS
336
SBI Securities
Japan
$4.17K
CA
337
Clearstead Advisors
Ohio
$3.99K
SIS
338
Sound Income Strategies
Florida
$3.9K
CFO
339
CVA Family Office
Colorado
$3.28K
JWA
340
JFS Wealth Advisors
Pennsylvania
$3.01K
HFS
341
Hantz Financial Services
Michigan
$3K
DWM
342
Dogwood Wealth Management
Kansas
$2.87K
FMII
343
Farmers & Merchants Investments Inc
Nebraska
$2.75K
PWA
344
Physician Wealth Advisors
Utah
$2.7K
TPWA
345
Twin Peaks Wealth Advisors
California
$2.5K
HNB
346
Hilltop National Bank
Wyoming
$2.22K
FFO
347
Fortitude Family Office
Arizona
$1.37K
DPW
348
DiNuzzo Private Wealth
Pennsylvania
$1.02K
KG
349
Kilter Group
New York
$798
HFS
350
Hughes Financial Services
Virginia
$669