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Federated Hermes

397 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, 139 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
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
$408K
Puts
$6K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHR
351
Matthew Hamilton Rosenberg
$7.88K
IA
352
IFP Advisors
Florida
$7.6K
DWM
353
Dogwood Wealth Management
Kansas
$6.97K
SS
354
SBI Securities
Japan
$6.46K
PWMG
355
Private Wealth Management Group
New Jersey
$6.29K
JWA
356
JFS Wealth Advisors
Pennsylvania
$5.9K
CAM
357
Costello Asset Management
Pennsylvania
$5.67K
VCM
358
Versant Capital Management
Arizona
$5.56K
BIA
359
Bell Investment Advisors
California
$5.28K
FFO
360
Fortitude Family Office
Arizona
$4.82K
EPL
361
Essential Partners LLC
California
$4.59K
RIL
362
Rothschild Investment LLC
Illinois
$4.31K
OA
363
Operose Advisors
Wisconsin
$3.8K
SWM
364
SHP Wealth Management
Massachusetts
$3.8K
FMII
365
Farmers & Merchants Investments Inc
Nebraska
$3.52K
TPWA
366
Twin Peaks Wealth Advisors
California
$3.01K
WSFG
367
Wall Street Financial Group
Illinois
$3.01K
NWM
368
Navigoe Wealth Management
California
$3K
EWP
369
Elevation Wealth Partners
California
$2.95K
HNB
370
Hilltop National Bank
Wyoming
$2.84K
NWM
371
Nova Wealth Management
Florida
$2.84K
KFAS
372
Keating Financial Advisory Services
Kansas
$2.72K
BW
373
Basepoint Wealth
Iowa
$2.67K
AAP
374
Arax Advisory Partners
Colorado
$2.55K
SS
375
Sunbelt Securities
Texas
$2.44K