FHI icon

Federated Hermes

379 hedge funds and large institutions have $3.56B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 129 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)

0% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 129

75% less call options, than puts

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

Holders
379
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
PWPS
326
Pinnacle Wealth Planning Services
Ohio
$13.6K
CA
327
Clearstead Advisors
Ohio
$12.9K
KFAS
328
Keating Financial Advisory Services
Kansas
$12.3K
Bessemer Group
329
Bessemer Group
New Jersey
$12K
CT
330
Clearstead Trust
Maine
$10.9K
C
331
Covestor
United Kingdom
$9K
HI
332
Harbour Investments
Wisconsin
$8.44K
GFA
333
Godfrey Financial Associates
New York
$8.23K
PTC
334
Private Trust Company
Ohio
$7.55K
HCM
335
Hollencrest Capital Management
California
$7.29K
MHR
336
Matthew Hamilton Rosenberg
$7.24K
HFM
337
Harvest Fund Management
China
$7K
IA
338
IFP Advisors
Florida
$6.98K
IWM
339
IMG Wealth Management
Florida
$6.56K
PWMG
340
Private Wealth Management Group
New Jersey
$5.78K
CAM
341
Costello Asset Management
Pennsylvania
$5.21K
PWA
342
Physician Wealth Advisors
Utah
$5.1K
VCM
343
Versant Capital Management
Arizona
$5.1K
JWA
344
JFS Wealth Advisors
Pennsylvania
$5.1K
EW
345
Elyxium Wealth
California
$5K
BIA
346
Bell Investment Advisors
California
$4.84K
SS
347
SBI Securities
Japan
$4.79K
CFO
348
CVA Family Office
Colorado
$3.85K
SWM
349
SHP Wealth Management
Massachusetts
$3.8K
BW
350
Basepoint Wealth
Iowa
$3.7K