We are live on ! Find out more
FHI icon

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
CCB
51
Country Club Bank
Missouri
$7.23M +$16.5K +424 +0.2%
Principal Financial Group
52
Principal Financial Group
Iowa
$7.15M +$32.1K +822 +0.5%
Teacher Retirement System of Texas
53
Teacher Retirement System of Texas
Texas
$6.58M -$4.03M -103,329 -39%
FP
54
Factorial Partners
New York
$6.53M
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$6.53M -$242K -6,200 -4%
Ameriprise
56
Ameriprise
Minnesota
$6.35M +$619K +15,872 +11%
VI
57
Vestcor Inc
New Brunswick, Canada
$6.2M -$231K -5,914 -4%
Swiss National Bank
58
Swiss National Bank
Switzerland
$6.14M -$144K -3,700 -2%
AA
59
ALPS Advisors
Colorado
$5.6M +$387K +9,916 +8%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.55M -$43.9K -1,125 -0.8%
ECM
61
ExodusPoint Capital Management
New York
$5.54M -$6.72M -172,195 -56%
Legal & General Group
62
Legal & General Group
United Kingdom
$5.27M +$253K +6,487 +5%
CB
63
Cadence Bank
Mississippi
$5.11M +$85K +2,179 +2%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$5.08M +$4.86M +124,587 New
Verition Fund Management
65
Verition Fund Management
Connecticut
$5.03M +$3.65M +93,426 +312%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$4.9M +$283K +7,248 +6%
BC
67
Burney Company
Virginia
$4.88M +$4.67M +119,658 New
BA
68
Bridgewater Associates
Connecticut
$4.81M +$219K +5,618 +5%
AOWM
69
Alpha Omega Wealth Management
Virginia
$4.51M -$233K -5,968 -5%
KTA
70
Keeley-Teton Advisors
Illinois
$4.51M -$125K -3,202 -3%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$4.48M -$648K -16,609 -13%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$3.87M +$3.71K +95 +0.1%
GI
73
GAMCO Investors
Connecticut
$3.77M +$11.7K +300 +0.3%
LPL Financial
74
LPL Financial
California
$3.73M +$2.82M +72,173 +374%
PAM
75
Panagora Asset Management
Massachusetts
$3.7M +$34.1K +874 +1%

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.