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Federated Hermes

362 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.93% more ownership

Funds ownership: 76.78%82.71% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.65M
Puts
$802K
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$30.7M
3 -$12.9M
4
Goldman Sachs
Goldman Sachs
New York
-$11.8M
5
AG
Algert Global
California
-$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
$637K
DAS
202
Diversify Advisory Services
Utah
$617K
CIM
203
CIM Investment Management
Pennsylvania
$598K
IFU
204
iSAM Funds (UK)
United Kingdom
$587K
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$545K
SCA
206
STALEY CAPITAL ADVISERS
Pennsylvania
$534K
CCT
207
Capital City Trust
Florida
$530K
BV
208
Boxwood Ventures
Illinois
$515K
Prudential Financial
209
Prudential Financial
New Jersey
$497K
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$492K
TD Asset Management
211
TD Asset Management
Ontario, Canada
$479K
FNT
212
First National Trust
Pennsylvania
$472K
PA
213
Parallel Advisors
California
$468K
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$466K
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$465K
US Bancorp
216
US Bancorp
Minnesota
$455K
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$454K
TSW
218
Three Seasons Wealth
Utah
$451K
SM
219
Sciencast Management
New Jersey
$450K
LBC
220
Lowe Brockenbrough & Co
Virginia
$434K
GC
221
Globeflex Capital
California
$430K
KPWS
222
Kestra Private Wealth Services
Texas
$417K
RF
223
RHS Financial
California
$413K
MWC
224
MBM Wealth Consultants
Missouri
$406K
DT
225
Diversified Trust
Tennessee
$400K