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Federated Hermes

366 hedge funds and large institutions have $3.54B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 140 reducing their positions, and 43 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: $ → $

5.27% more ownership

Funds ownership: 82.71%87.98% (+5.3%)

1% more funds holding

Funds holding: 362366 (+4)

21% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 140

Holders
366
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
CT
326
Clearstead Trust
Maine
$9.09K
C
327
Covestor
United Kingdom
$9K
HWM
328
Hemington Wealth Management
Virginia
$9K
HI
329
Harbour Investments
Wisconsin
$8.41K
PTC
330
Private Trust Company
Ohio
$7.53K
HCM
331
Hollencrest Capital Management
California
$7.27K
MHR
332
Matthew Hamilton Rosenberg
$7.22K
HFM
333
Harvest Fund Management
China
$7K
HFS
334
Hantz Financial Services
Michigan
$7K
IWM
335
IMG Wealth Management
Florida
$6.54K
PWA
336
Physician Wealth Advisors
Utah
$6.18K
PWMG
337
Private Wealth Management Group
New Jersey
$6.08K
CAM
338
Costello Asset Management
Pennsylvania
$5.19K
VCM
339
Versant Capital Management
Arizona
$5.09K
SS
340
SBI Securities
Japan
$5.09K
BIA
341
Bell Investment Advisors
California
$4.83K
CA
342
Clearstead Advisors
Ohio
$4.67K
CFO
343
CVA Family Office
Colorado
$3.84K
JWA
344
JFS Wealth Advisors
Pennsylvania
$3.53K
DWM
345
Dogwood Wealth Management
Kansas
$3.27K
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$3.22K
HNB
347
Hilltop National Bank
Wyoming
$2.6K
FFO
348
Fortitude Family Office
Arizona
$2.29K
SS
349
Sunbelt Securities
Texas
$2.23K
NWM
350
Navigoe Wealth Management
California
$2K