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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
CG
201
Caprock Group
Idaho
$333K +$319K +8,174 New
PA
202
Parallel Advisors
California
$330K +$87.4K +2,240 +38%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$329K -$145K -3,725 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$326K -$429K -11,000 -58%
JIR
205
James Investment Research
Ohio
$322K
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$321K +$6.99K +179 +2%
Federated Hermes
207
Federated Hermes
Pennsylvania
$310K
IC
208
IEQ Capital
California
$305K -$42.9K -1,098 -13%
VEA
209
Virtus ETF Advisers
New York
$303K +$290K +7,433 New
PTC
210
Petrus Trust Company
Texas
$299K
CWM
211
Congress Wealth Management
Massachusetts
$292K +$10.2K +261 +4%
SOW
212
State of Wyoming
Wyoming
$289K +$70.7K +1,811 +34%
APP
213
Avantax Planning Partners
Iowa
$285K -$40.6K -1,040 -13%
CIM
214
CIM Investment Management
Pennsylvania
$284K -$6.48K -166 -2%
HWM
215
Hohimer Wealth Management
Washington
$277K +$9.72K +249 +4%
AGWCA
216
Annis Gardner Whiting Capital Advisors
Florida
$265K +$254K +6,500 New
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$264K -$103K -2,640 -29%
EWA
218
EP Wealth Advisors
California
$256K +$42.3K +1,084 +21%
NI
219
NDVR Inc
Massachusetts
$244K +$233K +5,976 New
SAM
220
Securian Asset Management
Minnesota
$240K
XT
221
XTX Topco
Cayman Islands
$238K +$228K +5,837 New
CFB
222
Cullen/Frost Bankers
Texas
$225K +$48K +1,231 +29%
GCM
223
Gallacher Capital Management
Colorado
$225K +$216K +5,523 New
GHAM
224
Gilman Hill Asset Management
Connecticut
$224K
LC
225
Lindbrook Capital
California
$223K +$214K +5,475 +136,875%

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.