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Federated Hermes

379 hedge funds and large institutions have $3.56B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 129 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)

0% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 129

75% less call options, than puts

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

Holders
379
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
OC
351
Optima Capital
Oregon
$3.38K
DWM
352
Dogwood Wealth Management
Kansas
$3.28K
FMII
353
Farmers & Merchants Investments Inc
Nebraska
$3.23K
SAG
354
SageView Advisory Group
California
$3.13K
RIL
355
Rothschild Investment LLC
Illinois
$2.92K
HNB
356
Hilltop National Bank
Wyoming
$2.6K
SS
357
Sunbelt Securities
Texas
$2.24K
CFM
358
Cornerstone Financial Management
Massachusetts
$2.08K
NWM
359
Navigoe Wealth Management
California
$2K
QC
360
Quent Capital
New York
$1.82K
FFO
361
Fortitude Family Office
Arizona
$1.67K
BFS
362
Bare Financial Services
Pennsylvania
$1.61K
SGK
363
Steigerwald Gordon & Koch
Virginia
$1.3K
DPW
364
DiNuzzo Private Wealth
Pennsylvania
$1.25K
AW
365
Avion Wealth
Texas
$1K
KG
366
Kilter Group
New York
$938
AAP
367
Arax Advisory Partners
Colorado
$937
BGAI
368
Bruce G. Allen Investments
Colorado
$937
MCM
369
Manchester Capital Management
Vermont
$834
SIC
370
SJS Investment Consulting
Ohio
$782
Optiver Holding
371
Optiver Holding
Netherlands
$677
HFS
372
Hughes Financial Services
Virginia
$521
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$469
HIA
374
HFM Investment Advisors
New Jersey
$469
RWM
375
Rialto Wealth Management
New York
$417