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Federated Hermes

360 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 125 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:

5.86% more ownership

Funds ownership: 76.78%82.64% (+5.9%)

10% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 114

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
360
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
CIM
201
CIM Investment Management
Pennsylvania
$598K
IFU
202
iSAM Funds (UK)
United Kingdom
$587K
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$545K
SCA
204
STALEY CAPITAL ADVISERS
Pennsylvania
$534K
CCT
205
Capital City Trust
Florida
$530K
BV
206
Boxwood Ventures
Illinois
$515K
Prudential Financial
207
Prudential Financial
New Jersey
$497K
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$492K
TD Asset Management
209
TD Asset Management
Ontario, Canada
$479K
FNT
210
First National Trust
Pennsylvania
$472K
PA
211
Parallel Advisors
California
$468K
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$466K
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$465K
US Bancorp
214
US Bancorp
Minnesota
$455K
WAP
215
Wealthcare Advisory Partners
Pennsylvania
$454K
TSW
216
Three Seasons Wealth
Utah
$451K
SM
217
Sciencast Management
New Jersey
$450K
LBC
218
Lowe Brockenbrough & Co
Virginia
$434K
GC
219
Globeflex Capital
California
$430K
KPWS
220
Kestra Private Wealth Services
Texas
$417K
RF
221
RHS Financial
California
$413K
MWC
222
MBM Wealth Consultants
Missouri
$406K
DT
223
Diversified Trust
Tennessee
$400K
IC
224
IEQ Capital
California
$399K
YIH
225
Y-Intercept (HK)
Hong Kong
$396K