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Federated Hermes

365 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, 111 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: 360365 (+5)

20% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 139

Holders
365
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
C
326
Covestor
United Kingdom
$9K
HWM
327
Hemington Wealth Management
Virginia
$9K
HI
328
Harbour Investments
Wisconsin
$8.41K
PTC
329
Private Trust Company
Ohio
$7.53K
HCM
330
Hollencrest Capital Management
California
$7.27K
MHR
331
Matthew Hamilton Rosenberg
$7.22K
HFM
332
Harvest Fund Management
China
$7K
HFS
333
Hantz Financial Services
Michigan
$7K
IWM
334
IMG Wealth Management
Florida
$6.54K
PWA
335
Physician Wealth Advisors
Utah
$6.18K
PWMG
336
Private Wealth Management Group
New Jersey
$6.08K
CAM
337
Costello Asset Management
Pennsylvania
$5.19K
VCM
338
Versant Capital Management
Arizona
$5.09K
SS
339
SBI Securities
Japan
$5.09K
BIA
340
Bell Investment Advisors
California
$4.83K
CA
341
Clearstead Advisors
Ohio
$4.67K
CFO
342
CVA Family Office
Colorado
$3.84K
JWA
343
JFS Wealth Advisors
Pennsylvania
$3.53K
DWM
344
Dogwood Wealth Management
Kansas
$3.27K
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$3.22K
HNB
346
Hilltop National Bank
Wyoming
$2.6K
FFO
347
Fortitude Family Office
Arizona
$2.29K
SS
348
Sunbelt Securities
Texas
$2.23K
NWM
349
Navigoe Wealth Management
California
$2K
MAM
350
Marquette Asset Management
Minnesota
$1.77K