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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
RB
176
Rodgers Brothers
Pennsylvania
$635K -$19.5K -500 -3%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$579K +$555K +14,211 New
BC
178
Bayforest Capital
United Kingdom
$540K +$517K +13,252 New
SVWAG
179
Sound View Wealth Advisors Group
Georgia
$520K -$215K -5,498 -30%
CCT
180
Capital City Trust
Florida
$487K -$109K -2,789 -19%
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$485K +$11.2K +286 +2%
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$474K -$141K -3,619 -24%
BV
183
Boxwood Ventures
Illinois
$473K -$59K -1,511 -12%
Prudential Financial
184
Prudential Financial
New Jersey
$472K +$53.9K +1,380 +14%
Pictet Asset Management
185
Pictet Asset Management
Switzerland
$447K +$35.8K +918 +9%
National Bank of Canada
186
National Bank of Canada
Quebec, Canada
$443K -$3.16K -81 -0.7%
FNT
187
First National Trust
Pennsylvania
$440K -$54.1K -1,385 -11%
EGM
188
Engineers Gate Manager
New York
$423K -$469K -12,017 -54%
LBC
189
Lowe Brockenbrough & Co
Virginia
$423K -$42.1K -1,080 -9%
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$417K
US Bancorp
191
US Bancorp
Minnesota
$416K +$5.54K +142 +1%
SG Americas Securities
192
SG Americas Securities
New York
$401K +$384K +9,832 New
GC
193
Globeflex Capital
California
$395K
GCP
194
GSA Capital Partners
United Kingdom
$383K +$367K +9,404 New
SOADOR
195
State of Alaska Department of Revenue
Alaska
$372K +$9.56K +245 +3%
RF
196
RHS Financial
California
$363K +$347K +8,898 New
DT
197
Diversified Trust
Tennessee
$359K +$24.5K +629 +8%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$357K +$4.72K +121 +1%
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$353K
MWC
200
MBM Wealth Consultants
Missouri
$351K +$43.9K +1,124 +15%

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.