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Federated Hermes

321 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 101 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 101

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

4% less capital invested

Capital invested by funds: $2.66B → $2.55B (-$120M)

2% less funds holding

Funds holding: 328321 (-7)

2.47% less ownership

Funds ownership: 79.25%76.78% (-2.5%)

52% less call options, than puts

Call options by funds: $427K | Put options by funds: $881K

Holders
321
Holders Change
-7
Holders Change %
-2.13%
% of All Funds
4.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
55
Increased
115
Reduced
101
Closed
57
Calls
$427K
Puts
$881K
Net Calls
-$454K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$357M +$10.4M +265,590 +3%
BlackRock
2
BlackRock
New York
$262M -$83.6M -2,142,596 -25%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$226M -$14.8M -380,000 -6%
Charles Schwab
4
Charles Schwab
California
$130M +$89.2M +2,284,509 +250%
AQR Capital Management
5
AQR Capital Management
Connecticut
$101M -$3.02M -77,342 -3%
Invesco
6
Invesco
Georgia
$96.5M +$5.36M +137,248 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$95.3M -$472K -12,101 -0.5%
State Street
8
State Street
Massachusetts
$81.5M +$1.45M +37,272 +2%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$77.7M +$637K +16,333 +0.9%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$55.2M +$2.79M +71,515 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$46.9M -$8.93M -228,932 -17%
LSV Asset Management
12
LSV Asset Management
Illinois
$45.1M +$9.22M +236,313 +27%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41M -$10.6M -271,269 -21%
AllianceBernstein
14
AllianceBernstein
Tennessee
$38.9M -$976K -25,019 -3%
UBS Group
15
UBS Group
Switzerland
$38M +$4.83M +123,674 +15%
Goldman Sachs
16
Goldman Sachs
New York
$36.1M -$6.14M -157,357 -15%
Morgan Stanley
17
Morgan Stanley
New York
$29.1M +$1.22M +31,144 +5%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$28.6M -$4.6M -117,948 -14%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$27.4M -$4.48M -114,800 -15%
SI
20
Sprott Inc
Ontario, Canada
$23.1M +$117K +3,000 +0.5%
Allianz Asset Management
21
Allianz Asset Management
Germany
$23M +$5.83M +149,348 +36%
Northern Trust
22
Northern Trust
Illinois
$22.5M -$117K -2,989 -0.5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$20.7M -$916K -23,479 -4%
Millennium Management
24
Millennium Management
New York
$20.3M -$1.09M -27,979 -5%
Two Sigma Investments
25
Two Sigma Investments
New York
$18.1M -$8.61M -220,686 -33%

FHI Hedge Fund Activity: Q1 2025 in Review

321 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2025, worth a combined $2.55B — down 4.5% from $2.66B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of FHI and 55 opened new positions — a net loss of 2 holders — while 101 trimmed existing stakes and 115 added.

The largest buyer was Charles Schwab, adding an estimated $89.2M. The largest seller was BlackRock, cutting an estimated $83.6M.

  • 321 institutional investors held Federated Hermes (FHI) as of Q1 2025, down from 328 in Q4 2024.
  • Funds reported $2.55B of Federated Hermes stock for Q1 2025, down 4.5% quarter-over-quarter.
  • 55 funds opened new Federated Hermes positions in Q1 2025 and 57 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q1 2025 was Charles Schwab, an estimated $89.2M added.
  • The largest Federated Hermes seller in Q1 2025 was BlackRock, an estimated $83.6M sold.

Based on aggregated 13F filings for Q1 2025.