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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
SDWMA
76
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.65M +$392K +10,044 +13%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$3.62M +$354K +9,071 +11%
Squarepoint
78
Squarepoint
New York
$3.57M +$2.53M +64,763 +283%
CF
79
Corebridge Financial
Texas
$3.49M -$81.4K -2,086 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
80
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.43M -$1.02M -26,043 -24%
Renaissance Technologies
81
Renaissance Technologies
New York
$3.42M -$15.3M -393,128 -82%
OSAM
82
O'Shaughnessy Asset Management
Connecticut
$3.35M +$2.4M +61,441 +297%
IPW
83
Inlet Private Wealth
Florida
$3.06M -$137K -3,500 -4%
NRD
84
Nebula Research & Development
New York
$3.05M +$917K +23,488 +46%
KCM
85
Kendall Capital Management
Maryland
$2.85M +$153K +3,925 +6%
PA
86
Paralel Advisors
Colorado
$2.83M
MPAM
87
Murphy Pohlad Asset Management
Minnesota
$2.83M -$501K -12,850 -16%
SEI Investments
88
SEI Investments
Pennsylvania
$2.77M -$1.72M -44,168 -39%
SC
89
SummitTX Capital
Texas
$2.76M +$2.65M +67,800 New
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$2.76M -$2.72M -69,748 -51%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$2.76M
Caisse de Depot et Placement du Quebec (CDPQ)
92
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.64M +$2.53M +64,800 New
Robeco Institutional Asset Management
93
Robeco Institutional Asset Management
Netherlands
$2.64M +$2.52M +64,640 New
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
$2.58M +$2.48M +63,497 New
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.5M -$859 -22 -0%
Corient Private Wealth
96
Corient Private Wealth
Florida
$2.41M +$204K +5,235 +10%
Barclays
97
Barclays
United Kingdom
$2.29M -$7.44M -190,590 -77%
JFG
98
Jefferies Financial Group
New York
$2.19M +$2.09M +53,600 New
CAM
99
Congress Asset Management
Massachusetts
$2.09M -$11.3K -289 -0.6%
Canada Life
100
Canada Life
Manitoba, Canada
$2.09M -$200K -5,124 -9%

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.