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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
AOWM
76
Alpha Omega Wealth Management
Virginia
$4.94M -$749K -14,760 -13%
PAM
77
Panagora Asset Management
Massachusetts
$4.75M +$20.7K +408 +0.4%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$4.64M -$145K -2,860 -3%
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$4.42M -$286K -5,630 -6%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$4.37M -$138K -2,720 -3%
Lazard Asset Management
81
Lazard Asset Management
New York
$4.37M +$1.44M +28,444 +51%
SCP
82
Seizert Capital Partners
Michigan
$4.29M +$1.34M +26,459 +47%
Corient Private Wealth
83
Corient Private Wealth
Florida
$4.26M +$489K +9,649 +13%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$4.04M -$446K -8,790 -10%
Acadian Asset Management
85
Acadian Asset Management
Massachusetts
$3.95M +$1.45M +28,530 +60%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$3.94M +$1.8M +35,467 +88%
VA
87
Vident Advisory
Georgia
$3.88M +$2.78M +54,756 +275%
KCM
88
Kendall Capital Management
Maryland
$3.88M +$282K +5,555 +8%
RWM
89
Ritholtz Wealth Management
New York
$3.8M +$856K +16,888 +30%
CAM
90
Congress Asset Management
Massachusetts
$3.65M +$31.9K +630 +0.9%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$3.58M +$13.8K +272 +0.4%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$3.51M
MPAM
93
Murphy Pohlad Asset Management
Minnesota
$3.51M -$5.07K -100 -0.1%
Jane Street
94
Jane Street
New York
$3.46M -$4.22M -83,257 -56%
A
95
AlphaQuest
New York
$3.45M +$1.38M +27,266 +70%
IPW
96
Inlet Private Wealth
Florida
$3.37M -$50.7K -1,000 -2%
HC
97
Hourglass Capital
Texas
$3.28M -$3.9M -76,857 -55%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$3.28M -$3.01M -59,393 -48%
SEI Investments
99
SEI Investments
Pennsylvania
$3.06M +$1.33M +26,291 +81%
VRS
100
Virginia Retirement Systems
Virginia
$2.98M

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.