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Federated Hermes

382 hedge funds and large institutions have $3.56B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 129 increasing their positions, 130 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)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

75% less call options, than puts

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

Holders
382
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
CFO
351
CVA Family Office
Colorado
$3.85K
SWM
352
SHP Wealth Management
Massachusetts
$3.8K
BW
353
Basepoint Wealth
Iowa
$3.7K
OC
354
Optima Capital
Oregon
$3.38K
DWM
355
Dogwood Wealth Management
Kansas
$3.28K
FMII
356
Farmers & Merchants Investments Inc
Nebraska
$3.23K
SAG
357
SageView Advisory Group
California
$3.13K
RIL
358
Rothschild Investment LLC
Illinois
$2.92K
HNB
359
Hilltop National Bank
Wyoming
$2.6K
SS
360
Sunbelt Securities
Texas
$2.24K
CFM
361
Cornerstone Financial Management
Massachusetts
$2.08K
NWM
362
Navigoe Wealth Management
California
$2K
QC
363
Quent Capital
New York
$1.82K
FFO
364
Fortitude Family Office
Arizona
$1.67K
BFS
365
Bare Financial Services
Pennsylvania
$1.61K
SGK
366
Steigerwald Gordon & Koch
Virginia
$1.3K
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$1.25K
AW
368
Avion Wealth
Texas
$1K
KG
369
Kilter Group
New York
$938
AAP
370
Arax Advisory Partners
Colorado
$937
BGAI
371
Bruce G. Allen Investments
Colorado
$937
MCM
372
Manchester Capital Management
Vermont
$834
SIC
373
SJS Investment Consulting
Ohio
$782
Optiver Holding
374
Optiver Holding
Netherlands
$677
HFS
375
Hughes Financial Services
Virginia
$521