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Federated Hermes

370 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 140 reducing their positions, and 42 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: $ → $

5.34% more ownership

Funds ownership: 82.7%88.04% (+5.3%)

2% more funds holding

Funds holding: 362370 (+8)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 140

Holders
370
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
CSC
326
Caldwell Sutter Capital
California
$10.4K
CT
327
Clearstead Trust
Maine
$9.09K
C
328
Covestor
United Kingdom
$9K
HWM
329
Hemington Wealth Management
Virginia
$9K
HI
330
Harbour Investments
Wisconsin
$8.41K
PTC
331
Private Trust Company
Ohio
$7.53K
HCM
332
Hollencrest Capital Management
California
$7.27K
MHR
333
Matthew Hamilton Rosenberg
$7.22K
HFM
334
Harvest Fund Management
China
$7K
HFS
335
Hantz Financial Services
Michigan
$7K
IWM
336
IMG Wealth Management
Florida
$6.54K
PWA
337
Physician Wealth Advisors
Utah
$6.18K
PWMG
338
Private Wealth Management Group
New Jersey
$6.08K
CAM
339
Costello Asset Management
Pennsylvania
$5.19K
VCM
340
Versant Capital Management
Arizona
$5.09K
SS
341
SBI Securities
Japan
$5.09K
BIA
342
Bell Investment Advisors
California
$4.83K
CA
343
Clearstead Advisors
Ohio
$4.67K
IA
344
IFP Advisors
Florida
$4.1K
CFO
345
CVA Family Office
Colorado
$3.84K
JWA
346
JFS Wealth Advisors
Pennsylvania
$3.53K
DWM
347
Dogwood Wealth Management
Kansas
$3.27K
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$3.22K
HNB
349
Hilltop National Bank
Wyoming
$2.6K
FFO
350
Fortitude Family Office
Arizona
$2.29K