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Federated Hermes

320 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
56
Increased
114
Reduced
100
Closed
56
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
201
Caprock Group
Idaho
$333K +$333K +8,174 New
PA
202
Parallel Advisors
California
$330K +$91.3K +2,240 +38%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$329K -$152K -3,725 -32%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$326K -$448K -11,000 -58%
JIR
205
James Investment Research
Ohio
$322K
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$321K +$7.3K +179 +2%
Federated Hermes
207
Federated Hermes
Pennsylvania
$310K
IC
208
IEQ Capital
California
$305K -$44.8K -1,098 -13%
PTC
209
Petrus Trust Company
Texas
$299K
CWM
210
Congress Wealth Management
Massachusetts
$292K +$10.6K +261 +4%
SOW
211
State of Wyoming
Wyoming
$289K +$73.8K +1,811 +34%
APP
212
Avantax Planning Partners
Iowa
$285K -$42.4K -1,040 -13%
CIM
213
CIM Investment Management
Pennsylvania
$284K -$6.77K -166 -2%
HWM
214
Hohimer Wealth Management
Washington
$277K +$10.2K +249 +4%
AGWCA
215
Annis Gardner Whiting Capital Advisors
Florida
$265K +$265K +6,500 New
Pathstone Holdings
216
Pathstone Holdings
New Jersey
$264K -$108K -2,640 -29%
EWA
217
EP Wealth Advisors
California
$256K +$44.2K +1,084 +21%
NI
218
NDVR Inc
Massachusetts
$244K +$244K +5,976 New
SAM
219
Securian Asset Management
Minnesota
$240K
XT
220
XTX Topco
Cayman Islands
$238K +$238K +5,837 New
CFB
221
Cullen/Frost Bankers
Texas
$225K +$50.2K +1,231 +29%
GCM
222
Gallacher Capital Management
Colorado
$225K +$225K +5,523 New
GHAM
223
Gilman Hill Asset Management
Connecticut
$224K
LC
224
Lindbrook Capital
California
$223K +$223K +5,475 +136,875%
USAA
225
United Services Automobile Association
Texas
$220K +$220K +5,395 New