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Federated Hermes

376 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 44 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 funds holding in top 10

Funds holding in top 10:

0.08% less ownership

Funds ownership: 88.05%87.97% (-0.08%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

75% less call options, than puts

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

Holders
376
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
KFAS
326
Keating Financial Advisory Services
Kansas
$12.3K
Bessemer Group
327
Bessemer Group
New Jersey
$12K
CT
328
Clearstead Trust
Maine
$10.9K
C
329
Covestor
United Kingdom
$9K
HI
330
Harbour Investments
Wisconsin
$8.44K
GFA
331
Godfrey Financial Associates
New York
$8.23K
PTC
332
Private Trust Company
Ohio
$7.55K
HCM
333
Hollencrest Capital Management
California
$7.29K
MHR
334
Matthew Hamilton Rosenberg
$7.24K
HFM
335
Harvest Fund Management
China
$7K
IA
336
IFP Advisors
Florida
$6.98K
IWM
337
IMG Wealth Management
Florida
$6.56K
PWMG
338
Private Wealth Management Group
New Jersey
$5.78K
CAM
339
Costello Asset Management
Pennsylvania
$5.21K
PWA
340
Physician Wealth Advisors
Utah
$5.1K
VCM
341
Versant Capital Management
Arizona
$5.1K
JWA
342
JFS Wealth Advisors
Pennsylvania
$5.1K
EW
343
Elyxium Wealth
California
$5K
BIA
344
Bell Investment Advisors
California
$4.84K
SS
345
SBI Securities
Japan
$4.79K
CFO
346
CVA Family Office
Colorado
$3.85K
BW
347
Basepoint Wealth
Iowa
$3.7K
OC
348
Optima Capital
Oregon
$3.38K
DWM
349
Dogwood Wealth Management
Kansas
$3.28K
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$3.23K