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Federated Hermes

362 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.93% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.65M
Puts
$802K
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$30.7M
3 -$12.9M
4
Goldman Sachs
Goldman Sachs
New York
-$11.8M
5
AG
Algert Global
California
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KG
351
Kilter Group
New York
$798
HFS
352
Hughes Financial Services
Virginia
$669
SIC
353
SJS Investment Consulting
Ohio
$665
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$399
HNB
355
Huntington National Bank
Ohio
$399
HIA
356
HFM Investment Advisors
New Jersey
$399
RWM
357
Rialto Wealth Management
New York
$266
GC
358
Garde Capital
Washington
$222
PWM
359
Parkworth Wealth Management
California
$222
BHWM
360
Bay Harbor Wealth Management
Maryland
$177
TWD
361
True Wealth Design
Ohio
$133
RA
362
Rise Advisors
New York
$112
CF
363
Corebridge Financial
Texas
PA
364
Paralel Advisors
Colorado
SC
365
SummitTX Capital
Texas
Caisse de Depot et Placement du Quebec (CDPQ)
366
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
TI
367
Trexquant Investment
Connecticut
Balyasny Asset Management
368
Balyasny Asset Management
Illinois
DFCM
369
Dark Forest Capital Management
Puerto Rico
ACM
370
Aster Capital Management
United Arab Emirates
QC
371
Quadrature Capital
United Kingdom
GCP
372
GSA Capital Partners
United Kingdom
VIM
373
Villanova Investment Management
Pennsylvania
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
374
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
HWM
375
Hohimer Wealth Management
Washington