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Federated Hermes

371 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $607K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

22% more capital invested

Capital invested by funds: $2.9B → $3.55B (+$647M)

5.34% more ownership

Funds ownership: 82.71%88.04% (+5.3%)

2% more funds holding

Funds holding: 363371 (+8)

19% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 140

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
114
Reduced
140
Closed
42
Calls
$4.97M
Puts
$607K
Net Calls
+$4.36M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$582K +$32.7K +644 +6%
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$577K
SCA
203
STALEY CAPITAL ADVISERS
Pennsylvania
$574K -$50.7K -1,000 -8%
FNT
204
First National Trust
Pennsylvania
$552K
QCM
205
Quantinno Capital Management
New York
$549K +$144K +2,849 +37%
US Bancorp
206
US Bancorp
Minnesota
$534K +$1.01K +20 +0.2%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$532K
Stifel Financial
208
Stifel Financial
Missouri
$512K +$141K +2,781 +39%
KPWS
209
Kestra Private Wealth Services
Texas
$510K +$21.5K +424 +5%
State Board of Administration of Florida Retirement System
210
State Board of Administration of Florida Retirement System
Florida
$509K -$937K -18,482 -65%
LBC
211
Lowe Brockenbrough & Co
Virginia
$508K
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$507K -$884K -17,430 -64%
SSA
213
Schonfeld Strategic Advisors
New York
$497K +$77.9K +1,536 +19%
DT
214
Diversified Trust
Tennessee
$490K +$20.7K +408 +5%
FC
215
Farringdon Capital
United Kingdom
$489K +$478K +9,417 New
RF
216
RHS Financial
California
$472K -$11.4K -224 -2%
CC
217
Centiva Capital
New York
$470K +$459K +9,048 New
MWC
218
MBM Wealth Consultants
Missouri
$468K -$8.52K -168 -2%
JIR
219
James Investment Research
Ohio
$464K +$52.9K +1,044 +13%
AAP
220
Arax Advisory Partners
Colorado
$460K +$450K +8,865 New
Pathstone Holdings
221
Pathstone Holdings
New Jersey
$452K +$107K +2,107 +32%
HKAM
222
Horizon Kinetics Asset Management
New York
$451K -$516K -10,175 -54%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$449K
PCP
224
Perbak Capital Partners
United Kingdom
$447K +$436K +8,604 New
CG
225
Caprock Group
Idaho
$434K +$414K +8,172 New

FHI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2025, worth a combined $3.55B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHI positions and 42 closed out — a net gain of 12 holders — while 114 added to existing stakes and 140 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 371 institutional investors held Federated Hermes (FHI) as of Q3 2025, up from 363 in Q2 2025.
  • Funds reported $3.55B of Federated Hermes stock for Q3 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Federated Hermes positions in Q3 2025 and 42 closed out, a net change of +12 holders.
  • The largest Federated Hermes buyer in Q3 2025 was Schneider Downs Wealth Management Advisors, an estimated $131M added.
  • The largest Federated Hermes seller in Q3 2025 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2025.