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Federated Hermes

321 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

4% less capital invested

Capital invested by funds: $2.66B → $2.55B (-$120M)

2% less funds holding

Funds holding: 328321 (-7)

2.47% less ownership

Funds ownership: 79.25%76.78% (-2.5%)

52% less call options, than puts

Call options by funds: $427K | Put options by funds: $881K

Holders
321
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
115
Reduced
101
Closed
57
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$17.9M +$79.7K +2,041 +0.5%
Bank of America
27
Bank of America
North Carolina
$17.7M +$3.56M +91,284 +27%
IP
28
Interval Partners
New York
$16.7M +$9.22M +236,365 +136%
FRM
29
Foundation Resource Management
Arkansas
$16.4M -$542K -13,899 -3%
RA
30
Royce & Associates
New York
$16.1M +$215K +5,500 +1%
EF
31
Empowered Funds
Pennsylvania
$14M +$13.4M +344,559 New
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$14M -$757K -19,392 -5%
AG
33
Algert Global
California
$13.5M -$1.61M -41,310 -11%
CIM
34
Cambria Investment Management
California
$12.8M -$1.25M -31,911 -9%
ICM
35
Invenomic Capital Management
Massachusetts
$11.7M +$11.2M +286,885 New
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$11.2M +$10.7M +274,920 New
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$11.2M -$3.57M -91,378 -25%
First Trust Advisors
38
First Trust Advisors
Illinois
$10.7M +$203K +5,190 +2%
Schroder Investment Management Group
39
Schroder Investment Management Group
United Kingdom
$10.4M -$413K -10,586 -4%
UBS AM
40
UBS AM
Illinois
$9.77M +$974K +24,960 +12%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$9.65M -$14.2M -363,518 -61%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$9.55M +$1.71M +43,760 +23%
JP Morgan Chase
43
JP Morgan Chase
New York
$9.51M -$1.37M -35,003 -13%
Man Group
44
Man Group
United Kingdom
$9.41M +$508K +13,020 +6%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$8.85M -$17.5M -448,242 -67%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$8.16M +$64.7K +1,657 +0.8%
HC
47
Hourglass Capital
Texas
$7.69M +$166K +4,265 +2%
Universal-Beteiligungs- und Servicegesellschaft
48
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.65M +$1.8M +46,138 +33%
Axa
49
Axa
France
$7.65M +$668K +17,105 +10%
CA
50
Continental Advisors
Utah
$7.25M

FHI Hedge Fund Activity: Q1 2025 in Review

321 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2025, worth a combined $2.55B — down 4.5% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of FHI and 55 opened new positions — a net loss of 2 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was Charles Schwab, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $83.6M.

  • 321 institutional investors held Federated Hermes (FHI) as of Q1 2025, down from 328 in Q4 2024.
  • Funds reported $2.55B of Federated Hermes stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 55 funds opened new Federated Hermes positions in Q1 2025 and 57 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q1 2025 was Charles Schwab, an estimated $89.2M added.
  • The largest Federated Hermes seller in Q1 2025 was BlackRock, an estimated $83.6M sold.

Based on aggregated 13F filings for Q1 2025.