We are live on ! Find out more
FHI icon

Federated Hermes

399 hedge funds and large institutions have $3.71B invested in Federated Hermes in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,700% more call options, than puts

Call options by funds: $408K | Put options by funds: $6K

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

4% more funds holding

Funds holding: 382399 (+17)

4% more capital invested

Capital invested by funds: $3.56B → $3.71B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.96% less ownership

Funds ownership: 88.15%86.19% (-2%)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
4.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
140
Reduced
127
Closed
38
Calls
$408K
Puts
$6K
Net Calls
+$402K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
351
Hollencrest Capital Management
California
$7.94K
MHR
352
Matthew Hamilton Rosenberg
$7.88K
IA
353
IFP Advisors
Florida
$7.6K
DWM
354
Dogwood Wealth Management
Kansas
$6.97K +$3.29K +60 +95%
SS
355
SBI Securities
Japan
$6.46K +$1.21K +22 +24%
PWMG
356
Private Wealth Management Group
New Jersey
$6.29K
JWA
357
JFS Wealth Advisors
Pennsylvania
$5.9K +$329 +6 +6%
CAM
358
Costello Asset Management
Pennsylvania
$5.67K
VCM
359
Versant Capital Management
Arizona
$5.56K
BIA
360
Bell Investment Advisors
California
$5.28K
FFO
361
Fortitude Family Office
Arizona
$4.82K +$2.9K +53 +166%
EP
362
Essential Partners
California
$4.59K
RIL
363
Rothschild Investment LLC
Illinois
$4.31K +$1.09K +20 +36%
OA
364
Operose Advisors
Wisconsin
$3.8K +$3.67K +67 New
SWM
365
SHP Wealth Management
Massachusetts
$3.8K -$329 -6 -8%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$3.52K
TPWA
367
Twin Peaks Wealth Advisors
California
$3.01K +$2.9K +53 New
WSFG
368
Wall Street Financial Group
Illinois
$3.01K +$2.9K +53 New
NWM
369
Navigoe Wealth Management
California
$3K
EWP
370
Elevation Wealth Partners
California
$2.95K +$2.85K +52 New
BWA
371
Basecamp Wealth Advisors
Washington
$2.89K -$3.83K -70 -58%
HNB
372
Hilltop National Bank
Wyoming
$2.84K
NWM
373
Nova Wealth Management
Florida
$2.84K +$2.74K +50 New
KFAS
374
Keating Financial Advisory Services
Kansas
$2.72K -$10.3K -189 -80%
BW
375
Basepoint Wealth
Iowa
$2.67K -$1.31K -24 -34%

FHI Hedge Fund Activity: Q1 2026 in Review

399 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2026, worth a combined $3.71B — up 4.2% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new FHI positions and 38 closed out — a net gain of 29 holders — while 140 added to existing stakes and 127 trimmed.

The largest buyer was Woodline Partners, adding an estimated $24.8M. The largest seller was UBS Group, cutting an estimated $32.6M.

  • 399 institutional investors held Federated Hermes (FHI) as of Q1 2026, up from 382 in Q4 2025.
  • Funds reported $3.71B of Federated Hermes stock for Q1 2026, up 4.2% quarter-over-quarter.
  • 67 funds opened new Federated Hermes positions in Q1 2026 and 38 closed out, a net change of +29 holders.
  • The largest Federated Hermes buyer in Q1 2026 was Woodline Partners, an estimated $24.8M added.
  • The largest Federated Hermes seller in Q1 2026 was UBS Group, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2026.