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Federated Hermes

376 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 44 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 funds holding in top 10

Funds holding in top 10:

0.08% less ownership

Funds ownership: 88.05%87.97% (-0.08%)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

75% less call options, than puts

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

Holders
376
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
KPWS
201
Kestra Private Wealth Services
Texas
$533K
MWC
202
MBM Wealth Consultants
Missouri
$522K
Stifel Financial
203
Stifel Financial
Missouri
$512K
LBC
204
Lowe Brockenbrough & Co
Virginia
$510K
DT
205
Diversified Trust
Tennessee
$492K
CG
206
Caprock Group
Idaho
$488K
SC
207
SummitTX Capital
Texas
$473K
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$468K
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$467K
JIR
210
James Investment Research
Ohio
$466K
Pacer Advisors
211
Pacer Advisors
Pennsylvania
$460K
RF
212
RHS Financial
California
$458K
HKAM
213
Horizon Kinetics Asset Management
New York
$451K
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$450K
DTL
215
Dynamic Technology Lab
Singapore
$428K
GC
216
Globeflex Capital
California
$413K
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$405K
EPW
218
Evolve Private Wealth
California
$402K
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$398K
Squarepoint
220
Squarepoint
New York
$391K
KeyBank National Association
221
KeyBank National Association
Ohio
$391K
SLAM
222
Swiss Life Asset Management
$379K
PSB
223
Passumpsic Savings Bank
Vermont
$377K
BTI
224
Blue Trust Inc
Georgia
$367K
APP
225
Avantax Planning Partners
Iowa
$364K