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Federated Hermes
FHI

Overview Fund Activity

320 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 114 increasing their positions, 100 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-7
Holders Change %
-2.14%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
56
Increased
114
Reduced
100
Closed
56
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$93.1M
2
EF
Empowered Funds
Pennsylvania
+$14M
3
ICM
Invenomic Capital Management
Massachusetts
+$11.7M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$11.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$87.4M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$18.3M
3
Renaissance Technologies
Renaissance Technologies
New York
-$16M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.5M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$357M +$10.8M +265,590 +3%
BlackRock
2
BlackRock
New York
$262M -$87.4M -2,142,596 -25%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$226M -$15.5M -380,000 -6%
Charles Schwab
4
Charles Schwab
California
$130M +$93.1M +2,284,509 +250%
AQR Capital Management
5
AQR Capital Management
Connecticut
$101M -$3.14M -77,342 -3%
Invesco
6
Invesco
Georgia
$96.5M +$5.6M +137,248 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$95.3M -$493K -12,101 -0.5%
State Street
8
State Street
Massachusetts
$81.5M +$1.52M +37,272 +2%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$77.7M +$666K +16,333 +0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$55.2M +$2.92M +71,515 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$46.9M -$9.33M -228,932 -17%
LSV Asset Management
12
LSV Asset Management
Illinois
$45.1M +$9.63M +236,313 +27%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41M -$11.1M -271,269 -21%
AllianceBernstein
14
AllianceBernstein
Tennessee
$38.9M -$1.02M -25,019 -3%
UBS Group
15
UBS Group
Switzerland
$38M +$5.04M +123,674 +15%
Goldman Sachs
16
Goldman Sachs
New York
$36.1M -$6.42M -157,357 -15%
Morgan Stanley
17
Morgan Stanley
New York
$29.1M +$1.27M +31,144 +5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$28.6M -$4.81M -117,948 -14%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$27.4M -$4.68M -114,800 -15%
SI
20
Sprott Inc
Ontario, Canada
$23.1M +$122K +3,000 +0.5%
Allianz Asset Management
21
Allianz Asset Management
Germany
$23M +$6.09M +149,348 +36%
Northern Trust
22
Northern Trust
Illinois
$22.5M -$122K -2,989 -0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$20.7M -$957K -23,479 -4%
Millennium Management
24
Millennium Management
New York
$20.3M -$1.14M -27,979 -5%
Two Sigma Investments
25
Two Sigma Investments
New York
$18.1M -$9M -220,686 -33%
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