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Federated Hermes

363 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $802K

136% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 33

14% more capital invested

Capital invested by funds: $2.55B → $2.9B (+$354M)

13% more funds holding

Funds holding: 321363 (+42)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

5.92% more ownership

Funds ownership: 76.78%82.71% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
363
Holders Change
+42
Holders Change %
+13.08%
% of All Funds
4.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
78
Increased
126
Reduced
114
Closed
33
Calls
$2.65M
Puts
$802K
Net Calls
+$1.85M
Net Calls Change
+$2.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$377M -$10.4M -253,409 -3%
BlackRock
2
BlackRock
New York
$253M -$29.1M -706,481 -11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$245M -$100K -2,436 -0%
Charles Schwab
4
Charles Schwab
California
$137M -$4.58M -111,245 -3%
AQR Capital Management
5
AQR Capital Management
Connecticut
$132M +$20.5M +498,202 +20%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$125M +$37.6M +913,209 +48%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$103M -$978K -23,765 -1%
Invesco
8
Invesco
Georgia
$101M -$4.05M -98,489 -4%
LSV Asset Management
9
LSV Asset Management
Illinois
$87.1M +$35.3M +859,053 +78%
State Street
10
State Street
Massachusetts
$83.9M -$4.38M -106,408 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.1M +$104K +2,527 +0.2%
UBS Group
12
UBS Group
Switzerland
$59.8M +$17.2M +417,054 +45%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$43.9M -$645K -15,675 -2%
Millennium Management
14
Millennium Management
New York
$41.9M +$18.4M +447,214 +90%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$37.8M +$6.26M +152,134 +22%
Allianz Asset Management
16
Allianz Asset Management
Germany
$37.3M +$11.4M +277,117 +49%
AllianceBernstein
17
AllianceBernstein
Tennessee
$37.1M -$4.82M -117,073 -12%
Morgan Stanley
18
Morgan Stanley
New York
$34.6M +$2.71M +65,843 +9%
Two Sigma Investments
19
Two Sigma Investments
New York
$28.5M +$8.24M +200,262 +45%
Goldman Sachs
20
Goldman Sachs
New York
$27.4M -$11M -266,489 -30%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$27M -$2.57M -62,400 -9%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$26.9M +$20M +487,281 +405%
Bank of America
23
Bank of America
North Carolina
$26.5M +$6.82M +165,732 +38%
Ameriprise
24
Ameriprise
Minnesota
$25.4M +$17.1M +416,909 +268%
SI
25
Sprott Inc
Ontario, Canada
$24.1M -$944K -22,960 -4%

FHI Hedge Fund Activity: Q2 2025 in Review

363 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2025, worth a combined $2.9B — up 14% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new FHI positions and 33 closed out — a net gain of 45 holders — while 126 added to existing stakes and 114 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $37.6M. The largest seller was BlackRock, cutting an estimated $29.1M.

  • 363 institutional investors held Federated Hermes (FHI) as of Q2 2025, up from 321 in Q1 2025.
  • Funds reported $2.9B of Federated Hermes stock for Q2 2025, up 14% quarter-over-quarter.
  • 78 funds opened new Federated Hermes positions in Q2 2025 and 33 closed out, a net change of +45 holders.
  • The largest Federated Hermes buyer in Q2 2025 was Fuller & Thaler Asset Management, an estimated $37.6M added.
  • The largest Federated Hermes seller in Q2 2025 was BlackRock, an estimated $29.1M sold.

Based on aggregated 13F filings for Q2 2025.