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Federated Hermes
FHI

363 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $802K

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $2.55B → $2.9B (+$354M)

13% more funds holding

Funds holding: 321 → 363 (+42)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.92% more ownership

Funds ownership: 76.78% → 82.71% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
363
Holders Change
+42
Holders Change %
+13.08%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
78
Increased
126
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$37.6M
2
LSV Asset Management
LSV Asset Management
Illinois
+$35.3M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$20.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$20M
5
Millennium Management
Millennium Management
New York
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$29.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$28.5M
3
EF
Empowered Funds
Pennsylvania
-$12M
4
Goldman Sachs
Goldman Sachs
New York
-$11M
5
AG
Algert Global
California
-$10.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
351
DiNuzzo Private Wealth
Pennsylvania
$1.02K +$41 +1 +5%
KG
352
Kilter Group
New York
$798 +$740 +18 New
HFS
353
Hughes Financial Services
Virginia
$669 – – –
SIC
354
SJS Investment Consulting
Ohio
$665 -$165 -4 -21%
HNB
355
Huntington National Bank
Ohio
$399 – – –
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$399 – – –
HIA
357
HFM Investment Advisors
New Jersey
$399 +$123 +3 +50%
RWM
358
Rialto Wealth Management
New York
$266 +$247 +6 New
GC
359
Garde Capital
Washington
$222 – – –
PWM
360
Parkworth Wealth Management
California
$222 +$82 +2 +67%
BHWM
361
Bay Harbor Wealth Management
Maryland
$177 – – –
TWD
362
True Wealth Design
Ohio
$133 +$82 +2 +200%
RA
363
Rise Advisors
New York
$112 – – –
CF
364
Corebridge Financial
Texas
– -$3.49M -85,539 Closed
PA
365
Paralel Advisors
Colorado
– -$2.83M -69,508 Closed
SC
366
SummitTX Capital
Texas
– -$2.76M -67,800 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
367
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$2.64M -64,800 Closed
TI
368
Trexquant Investment
Connecticut
– -$1.99M -48,708 Closed
Balyasny Asset Management
369
Balyasny Asset Management
Illinois
– -$1.86M -45,695 Closed
DFCM
370
Dark Forest Capital Management
Puerto Rico
– -$1.64M -40,314 Closed
ACM
371
Aster Capital Management
United Arab Emirates
– -$830K -21,430 Closed
QC
372
Quadrature Capital
United Kingdom
– -$752K -18,451 Closed
GCP
373
GSA Capital Partners
United Kingdom
– -$383K -9,404 Closed
VIM
374
Villanova Investment Management
Pennsylvania
– -$1.11M -9,369 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
375
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$326K -8,000 Closed
12 13 14
15
16

FHI Hedge Fund Activity: Q2 2025 in Review

363 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2025, worth a combined $2.9B — up 14% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FHI positions and 33 closed out — a net gain of 45 holders — while 126 added to existing stakes and 114 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.6M. The largest seller was BlackRock, cutting an estimated $29.1M.

  • 363 institutional investors held Federated Hermes (FHI) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $2.9B of Federated Hermes stock for Q2 2025, up 14% quarter-over-quarter.
  • 78 funds opened new Federated Hermes positions in Q2 2025 and 33 closed out, a net change of +45 holders.
  • The largest Federated Hermes buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $37.6M added.
  • The largest Federated Hermes seller in Q2 2025 was BlackRock, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2025.