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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
Creative Planning
151
Creative Planning
Kansas
$1.52M +$403K +7,948 +37%
RCM
152
Radnor Capital Management
Pennsylvania
$1.51M
FA
153
Fortis Advisors
Pennsylvania
$1.51M +$576K +11,350 +64%
VPIM
154
Vanguard Personalized Indexing Management
California
$1.49M +$119K +2,350 +9%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M
Baird Financial Group
156
Baird Financial Group
Wisconsin
$1.44M -$152K -2,994 -10%
Comerica Bank
157
Comerica Bank
Texas
$1.42M -$111K -2,183 -7%
VF
158
Vest Financial
Virginia
$1.4M +$1.36M +26,899 New
MWA
159
MFA Wealth Advisors
Pennsylvania
$1.35M
SFA
160
Sequoia Financial Advisors
Ohio
$1.33M +$439K +8,648 +51%
Deutsche Bank
161
Deutsche Bank
Germany
$1.27M +$30.9K +610 +3%
CL
162
CSS LLC
Illinois
$1.27M -$49.2K -970 -4%
WCM
163
Wedge Capital Management
North Carolina
$1.27M -$203K -4,004 -14%
DB
164
Danske Bank
Denmark
$1.24M -$434K -8,549 -26%
MFGM
165
Marshall Financial Group (Maryland)
Maryland
$1.2M +$41.8K +824 +4%
ASRS
166
Arizona State Retirement System
Arizona
$1.15M -$12.1K -239 -1%
YCM
167
Yousif Capital Management
Michigan
$1.15M -$117K -2,303 -9%
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$1.14M -$2.03M -40,010 -65%
MIM
169
Morningstar Investment Management
Illinois
$1.14M +$1.11M +21,848 New
Wells Fargo
170
Wells Fargo
California
$1.12M -$378K -7,459 -26%
NG
171
Novem Group
New York
$1.09M +$22.1K +436 +2%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$1.07M -$1.88K -37 -0.2%
LSERS
173
Louisiana State Employees Retirement System
Louisiana
$1.07M -$30.4K -600 -3%
MPM
174
Meritage Portfolio Management
Kansas
$1.07M -$174K -3,422 -14%
Los Angeles Capital Management
175
Los Angeles Capital Management
California
$1.04M +$168K +3,306 +20%

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.