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Federated Hermes

371 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $607K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

22% more capital invested

Capital invested by funds: $2.9B → $3.55B (+$647M)

5.34% more ownership

Funds ownership: 82.71%88.04% (+5.3%)

2% more funds holding

Funds holding: 363371 (+8)

19% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 140

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
114
Reduced
140
Closed
42
Calls
$4.97M
Puts
$607K
Net Calls
+$4.36M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Jacobs Levy Equity Management
51
Jacobs Levy Equity Management
New Jersey
$10.5M -$2.64M -52,065 -20%
Universal-Beteiligungs- und Servicegesellschaft
52
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.42M -$1.42M -28,095 -13%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$8.59M -$1.68M -33,064 -17%
Principal Financial Group
54
Principal Financial Group
Iowa
$8.38M -$330K -6,500 -4%
FP
55
Factorial Partners
New York
$8.27M
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$7.72M -$280K -5,520 -4%
ECM
57
ExodusPoint Capital Management
New York
$7.68M -$4.38M -86,444 -37%
Swiss National Bank
58
Swiss National Bank
Switzerland
$7.57M -$71K -1,400 -1%
Teacher Retirement System of Texas
59
Teacher Retirement System of Texas
Texas
$7.21M -$662K -13,059 -9%
BC
60
Burney Company
Virginia
$7.02M +$723K +14,253 +12%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$6.84M -$148K -2,912 -2%
Legal & General Group
62
Legal & General Group
United Kingdom
$6.72M -$127K -2,501 -2%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$6.71M +$796K +15,699 +14%
CB
64
Cadence Bank
Mississippi
$6.65M +$1.83K +36 +0%
CCMG
65
Clark Capital Management Group
Pennsylvania
$6.58M +$6.43M +126,707 New
CA
66
Continental Advisors
Utah
$6.56M -$2.61M -51,500 -29%
IP
67
Interval Partners
New York
$6.51M -$3.87M -76,275 -38%
WG
68
Winton Group
United Kingdom
$6.28M +$6.13M +120,913 New
LPL Financial
69
LPL Financial
California
$6.16M +$692K +13,637 +13%
RL
70
Ruffer LLP
United Kingdom
$6.06M +$5.92M +116,781 New
CIBC World Market
71
CIBC World Market
Ontario, Canada
$6.02M +$16.8K +331 +0.3%
GI
72
GAMCO Investors
Connecticut
$5.4M -$34.5K -680 -0.7%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$5.26M -$415K -8,181 -7%
CCB
74
Country Club Bank
Missouri
$5.22M -$2.33M -45,993 -31%
GF
75
Gabelli Funds
New York
$5.01M -$5.07K -100 -0.1%

FHI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2025, worth a combined $3.55B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHI positions and 42 closed out — a net gain of 12 holders — while 114 added to existing stakes and 140 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 371 institutional investors held Federated Hermes (FHI) as of Q3 2025, up from 363 in Q2 2025.
  • Funds reported $3.55B of Federated Hermes stock for Q3 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Federated Hermes positions in Q3 2025 and 42 closed out, a net change of +12 holders.
  • The largest Federated Hermes buyer in Q3 2025 was Schneider Downs Wealth Management Advisors, an estimated $131M added.
  • The largest Federated Hermes seller in Q3 2025 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2025.