FHI icon

Federated Hermes

381 hedge funds and large institutions have $3.56B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 130 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 130

75% less call options, than puts

Call options by funds: $396K | Put options by funds: $1.59M

Holders
381
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$396K
Puts
$1.59M
Net Calls
Net Calls Change

Top Sellers

1 -$21M
2 -$18M
3 -$16.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$11.7M
5
Invesco
Invesco
Georgia
-$9.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CCT
201
Capital City Trust
Florida
$550K
US Bancorp
202
US Bancorp
Minnesota
$534K
KPWS
203
Kestra Private Wealth Services
Texas
$533K
MWC
204
MBM Wealth Consultants
Missouri
$522K
Stifel Financial
205
Stifel Financial
Missouri
$512K
LBC
206
Lowe Brockenbrough & Co
Virginia
$510K
DT
207
Diversified Trust
Tennessee
$492K
CG
208
Caprock Group
Idaho
$488K
SC
209
SummitTX Capital
Texas
$473K
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$468K
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$467K
JIR
212
James Investment Research
Ohio
$466K
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$460K
RF
214
RHS Financial
California
$458K
HKAM
215
Horizon Kinetics Asset Management
New York
$451K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$450K
DTL
217
Dynamic Technology Lab
Singapore
$428K
GC
218
Globeflex Capital
California
$413K
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$405K
EPW
220
Evolve Private Wealth
California
$402K
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$398K
Squarepoint
222
Squarepoint
New York
$391K
KeyBank National Association
223
KeyBank National Association
Ohio
$391K
SLAM
224
Swiss Life Asset Management
$379K
PSB
225
Passumpsic Savings Bank
Vermont
$377K