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Federated Hermes

382 hedge funds and large institutions have $3.56B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

75% less call options, than puts

Call options by funds: $396K | Put options by funds: $1.59M

Holders
382
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
$396K
Puts
$1.59M
Net Calls
Net Calls Change

Top Sellers

1 -$21M
2 -$18M
3 -$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
5
Invesco
Invesco
Georgia
-$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
326
Bayforest Capital
United Kingdom
$14.4K
PWPS
327
Pinnacle Wealth Planning Services
Ohio
$13.6K
CA
328
Clearstead Advisors
Ohio
$12.9K
KFAS
329
Keating Financial Advisory Services
Kansas
$12.3K
Bessemer Group
330
Bessemer Group
New Jersey
$12K
CT
331
Clearstead Trust
Maine
$10.9K
C
332
Covestor
United Kingdom
$9K
HI
333
Harbour Investments
Wisconsin
$8.44K
GFA
334
Godfrey Financial Associates
New York
$8.23K
PTC
335
Private Trust Company
Ohio
$7.55K
HCM
336
Hollencrest Capital Management
California
$7.29K
MHR
337
Matthew Hamilton Rosenberg
$7.24K
HFM
338
Harvest Fund Management
China
$7K
IA
339
IFP Advisors
Florida
$6.98K
IWM
340
IMG Wealth Management
Florida
$6.56K
BWA
341
Basecamp Wealth Advisors
Washington
$6.3K
PWMG
342
Private Wealth Management Group
New Jersey
$5.78K
CAM
343
Costello Asset Management
Pennsylvania
$5.21K
PWA
344
Physician Wealth Advisors
Utah
$5.1K
VCM
345
Versant Capital Management
Arizona
$5.1K
JWA
346
JFS Wealth Advisors
Pennsylvania
$5.1K
EW
347
Elyxium Wealth
California
$5K
BIA
348
Bell Investment Advisors
California
$4.84K
SS
349
SBI Securities
Japan
$4.79K
EP
350
Essential Partners
California
$4.22K