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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
DCM
126
DGS Capital Management
New Jersey
$1.32M +$400K +10,241 +46%
AB
127
Amalgamated Bank
New York
$1.31M -$20.4K -522 -2%
PAM
128
Palisade Asset Management
Minnesota
$1.3M
RWM
129
Ritholtz Wealth Management
New York
$1.28M +$1.23M +31,459 New
Jane Street
130
Jane Street
New York
$1.27M -$956K -24,492 -44%
Baird Financial Group
131
Baird Financial Group
Wisconsin
$1.26M +$62.7K +1,607 +5%
Comerica Bank
132
Comerica Bank
Texas
$1.23M -$29.5K -756 -2%
CAMG
133
CWA Asset Management Group
Florida
$1.22M -$202K -5,166 -15%
Wells Fargo
134
Wells Fargo
California
$1.18M +$6.13K +157 +0.5%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$1.16M
WCM
136
Wedge Capital Management
North Carolina
$1.16M +$185K +4,734 +20%
State Board of Administration of Florida Retirement System
137
State Board of Administration of Florida Retirement System
Florida
$1.15M
RCM
138
Radnor Capital Management
Pennsylvania
$1.13M -$588K -15,060 -35%
VA
139
Vident Advisory
Georgia
$1.12M +$34.3K +879 +3%
VIM
140
Villanova Investment Management
Pennsylvania
$1.11M -$1.21M -31,039 -77%
YCM
141
Yousif Capital Management
Michigan
$1.05M -$33.5K -859 -3%
CL
142
CSS LLC
Illinois
$1.05M +$395K +10,130 +65%
DCM
143
Dean Capital Management
Kansas
$1.02M -$1.75M -44,938 -64%
Deutsche Bank
144
Deutsche Bank
Germany
$987K +$263K +6,734 +39%
MWA
145
MFA Wealth Advisors
Pennsylvania
$960K
MPM
146
Meritage Portfolio Management
Kansas
$936K +$450K +11,523 +101%
HKAM
147
Horizon Kinetics Asset Management
New York
$932K -$87.2K -2,234 -9%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$925K
Franklin Resources
149
Franklin Resources
California
$922K -$26.5K -680 -3%
ASRS
150
Arizona State Retirement System
Arizona
$909K -$18.8K -481 -2%

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.