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Federated Hermes

371 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, 114 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $607K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

22% more capital invested

Capital invested by funds: $2.9B → $3.55B (+$647M)

5.34% more ownership

Funds ownership: 82.71%88.04% (+5.3%)

2% more funds holding

Funds holding: 363371 (+8)

19% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 140

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
114
Reduced
140
Closed
42
Calls
$4.97M
Puts
$607K
Net Calls
+$4.36M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
326
Caldwell Sutter Capital
California
$10.4K +$10.1K +200 New
CT
327
Clearstead Trust
Maine
$9.09K +$8.88K +175 New
C
328
Covestor
United Kingdom
$9K -$3.96K -78 -30%
HWM
329
Hemington Wealth Management
Virginia
$9K +$1.32K +26 +16%
EP
330
Essential Partners
California
$8.46K +$4.77K +94 +136%
HI
331
Harbour Investments
Wisconsin
$8.41K
PTC
332
Private Trust Company
Ohio
$7.53K
HCM
333
Hollencrest Capital Management
California
$7.27K
MHR
334
Matthew Hamilton Rosenberg
$7.22K
HFM
335
Harvest Fund Management
China
$7K
HFS
336
Hantz Financial Services
Michigan
$7K +$3.14K +62 +87%
IWM
337
IMG Wealth Management
Florida
$6.54K
PWA
338
Physician Wealth Advisors
Utah
$6.18K +$2.94K +58 +95%
PWMG
339
Private Wealth Management Group
New Jersey
$6.08K
CAM
340
Costello Asset Management
Pennsylvania
$5.19K
VCM
341
Versant Capital Management
Arizona
$5.09K
SS
342
SBI Securities
Japan
$5.09K +$203 +4 +4%
BIA
343
Bell Investment Advisors
California
$4.83K -$4.77K -94 -50%
CA
344
Clearstead Advisors
Ohio
$4.67K
IA
345
IFP Advisors
Florida
$4.1K +$4.01K +79 New
CFO
346
CVA Family Office
Colorado
$3.84K
JWA
347
JFS Wealth Advisors
Pennsylvania
$3.53K
DWM
348
Dogwood Wealth Management
Kansas
$3.27K
FMII
349
Farmers & Merchants Investments Inc
Nebraska
$3.22K
HNB
350
Hilltop National Bank
Wyoming
$2.6K

FHI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2025, worth a combined $3.55B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHI positions and 42 closed out — a net gain of 12 holders — while 114 added to existing stakes and 140 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 371 institutional investors held Federated Hermes (FHI) as of Q3 2025, up from 363 in Q2 2025.
  • Funds reported $3.55B of Federated Hermes stock for Q3 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Federated Hermes positions in Q3 2025 and 42 closed out, a net change of +12 holders.
  • The largest Federated Hermes buyer in Q3 2025 was Schneider Downs Wealth Management Advisors, an estimated $131M added.
  • The largest Federated Hermes seller in Q3 2025 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2025.