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Federated Hermes

376 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 44 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 funds holding in top 10

Funds holding in top 10:

0.08% less ownership

Funds ownership: 88.05%87.97% (-0.08%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

75% less call options, than puts

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

Holders
376
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
SAG
351
SageView Advisory Group
California
$3.13K
RIL
352
Rothschild Investment LLC
Illinois
$2.92K
HNB
353
Hilltop National Bank
Wyoming
$2.6K
SS
354
Sunbelt Securities
Texas
$2.24K
CFM
355
Cornerstone Financial Management
Massachusetts
$2.08K
NWM
356
Navigoe Wealth Management
California
$2K
QC
357
Quent Capital
New York
$1.82K
FFO
358
Fortitude Family Office
Arizona
$1.67K
BFS
359
Bare Financial Services
Pennsylvania
$1.61K
SGK
360
Steigerwald Gordon & Koch
Virginia
$1.3K
DPW
361
DiNuzzo Private Wealth
Pennsylvania
$1.25K
AW
362
Avion Wealth
Texas
$1K
KG
363
Kilter Group
New York
$938
AAP
364
Arax Advisory Partners
Colorado
$937
BGAI
365
Bruce G. Allen Investments
Colorado
$937
MCM
366
Manchester Capital Management
Vermont
$834
SIC
367
SJS Investment Consulting
Ohio
$782
Optiver Holding
368
Optiver Holding
Netherlands
$677
HFS
369
Hughes Financial Services
Virginia
$521
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$469
HIA
371
HFM Investment Advisors
New Jersey
$469
RWM
372
Rialto Wealth Management
New York
$417
BHWM
373
Bay Harbor Wealth Management
Maryland
$416
TWD
374
True Wealth Design
Ohio
$365
DF
375
Dunhill Financial
United Kingdom
$84