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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
Envestnet Asset Management
151
Envestnet Asset Management
Illinois
$899K +$32.7K +837 +4%
Creative Planning
152
Creative Planning
Kansas
$896K +$60.8K +1,558 +8%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$889K +$7.8K +200 +0.9%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$883K
VPIM
155
Vanguard Personalized Indexing Management
California
$883K +$39.9K +1,023 +5%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$844K +$1.21K +31 +0.2%
ACM
157
Aster Capital Management
United Arab Emirates
$830K +$836K +21,430 New
ETC
158
Exchange Traded Concepts
Oklahoma
$828K -$75.1K -1,924 -9%
Cerity Partners
159
Cerity Partners
New York
$796K +$182K +4,659 +31%
BHCM
160
Brevan Howard Capital Management
Jersey
$765K +$346K +8,877 +90%
SOMRS
161
State of Michigan Retirement System
Michigan
$761K +$7.8K +200 +1%
COPPSERS
162
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$759K +$55.3K +1,418 +8%
QC
163
Quadrature Capital
United Kingdom
$752K +$720K +18,451 New
SSA
164
Schonfeld Strategic Advisors
New York
$744K +$486K +12,460 +215%
EMPI
165
Elo Mutual Pension Insurance
Finland
$721K +$267K +6,843 +63%
FA
166
Fortis Advisors
Pennsylvania
$721K
1IA
167
1620 Investment Advisors
Massachusetts
$713K +$14.6K +375 +2%
NMIMC
168
Northwestern Mutual Investment Management Company
Wisconsin
$706K +$312 +8 +0%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$705K
SCA
170
STALEY CAPITAL ADVISERS
Pennsylvania
$695K -$293K -7,500 -31%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$681K +$12.4K +317 +2%
Capital Fund Management (CFM)
172
Capital Fund Management (CFM)
France
$675K +$647K +16,566 New
OPERF
173
Oregon Public Employees Retirement Fund
Oregon
$647K
LCM
174
Legato Capital Management
California
$645K -$1.1M -28,234 -64%
AIP
175
Ameritas Investment Partners
Nebraska
$636K

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.