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Federated Hermes

363 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $802K

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $2.55B → $2.9B (+$354M)

13% more funds holding

Funds holding: 321363 (+42)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.92% 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
363
Holders Change
+42
Holders Change %
+13.08%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
126
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
P
201
&Partners
Tennessee
$637K +$591K +14,373 New
DAS
202
Diversify Advisory Services
Utah
$617K +$486K +11,827 New
CIM
203
CIM Investment Management
Pennsylvania
$598K +$289K +7,028 +101%
IFU
204
iSAM Funds (UK)
United Kingdom
$587K +$545K +13,251 New
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$545K +$506K +12,294 New
SCA
206
STALEY CAPITAL ADVISERS
Pennsylvania
$534K -$206K -5,000 -29%
CCT
207
Capital City Trust
Florida
$530K
BV
208
Boxwood Ventures
Illinois
$515K
Prudential Financial
209
Prudential Financial
New Jersey
$497K +$22.5K +547 +5%
Pictet Asset Management
210
Pictet Asset Management
Switzerland
$492K +$5.47K +133 +1%
TD Asset Management
211
TD Asset Management
Ontario, Canada
$479K +$444K +10,800 New
FNT
212
First National Trust
Pennsylvania
$472K -$6.17K -150 -1%
PA
213
Parallel Advisors
California
$468K +$102K +2,477 +31%
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$466K -$14.5K -353 -3%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$465K +$431K +10,482 New
US Bancorp
216
US Bancorp
Minnesota
$455K +$2.51K +61 +0.6%
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$454K
TSW
218
Three Seasons Wealth
Utah
$451K +$419K +10,187 New
SM
219
Sciencast Management
New Jersey
$450K +$418K +10,162 New
LBC
220
Lowe Brockenbrough & Co
Virginia
$434K -$24.7K -600 -6%
GC
221
Globeflex Capital
California
$430K
KPWS
222
Kestra Private Wealth Services
Texas
$417K +$387K +9,406 New
RF
223
RHS Financial
California
$413K +$17.4K +423 +5%
MWC
224
MBM Wealth Consultants
Missouri
$406K +$23.4K +568 +7%
DT
225
Diversified Trust
Tennessee
$400K +$9.42K +229 +3%

FHI Hedge Fund Activity: Q2 2025 in Review

363 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2025, worth a combined $2.9B — up 14% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FHI positions and 33 closed out — a net gain of 45 holders — while 126 added to existing stakes and 114 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.6M. The largest seller was BlackRock, cutting an estimated $29.1M.

  • 363 institutional investors held Federated Hermes (FHI) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $2.9B of Federated Hermes stock for Q2 2025, up 14% quarter-over-quarter.
  • 78 funds opened new Federated Hermes positions in Q2 2025 and 33 closed out, a net change of +45 holders.
  • The largest Federated Hermes buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $37.6M added.
  • The largest Federated Hermes seller in Q2 2025 was BlackRock, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2025.