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Federated Hermes

371 hedge funds and large institutions have $3.55B invested in Federated Hermes in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 114 increasing their positions, 140 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

719% more call options, than puts

Call options by funds: $4.97M | Put options by funds: $607K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 42

22% more capital invested

Capital invested by funds: $2.9B → $3.55B (+$647M)

5.34% more ownership

Funds ownership: 82.71%88.04% (+5.3%)

2% more funds holding

Funds holding: 363371 (+8)

19% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 140

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
54
Increased
114
Reduced
140
Closed
42
Calls
$4.97M
Puts
$607K
Net Calls
+$4.36M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$440M -$1.64M -32,353 -0.4%
BlackRock
2
BlackRock
New York
$291M -$5.23M -103,087 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$257M -$30M -592,428 -11%
Charles Schwab
4
Charles Schwab
California
$157M -$3.48M -68,597 -2%
AQR Capital Management
5
AQR Capital Management
Connecticut
$155M +$370K +7,287 +0.2%
Invesco
6
Invesco
Georgia
$153M +$34M +670,643 +30%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$146M -$2.59K -51 -0%
SDWMA
8
Schneider Downs Wealth Management Advisors
Pennsylvania
$138M +$131M +2,577,442 +3,229%
LSV Asset Management
9
LSV Asset Management
Illinois
$125M +$22.1M +434,859 +22%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$120M -$350K -6,900 -0.3%
State Street
11
State Street
Massachusetts
$96.1M -$2.23M -44,013 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$69.4M -$1.04M -20,426 -2%
Allianz Asset Management
13
Allianz Asset Management
Germany
$52.4M +$8.48M +167,225 +20%
Morgan Stanley
14
Morgan Stanley
New York
$48.1M +$7.4M +146,003 +19%
UBS Group
15
UBS Group
Switzerland
$47.2M -$22.3M -440,579 -33%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$42.1M -$9.1M -179,381 -18%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$41.8M -$2.44M -48,211 -6%
Victory Capital Management
18
Victory Capital Management
Texas
$40.5M +$38M +748,439 +2,410%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$40.5M +$8.69M +171,442 +28%
AllianceBernstein
20
AllianceBernstein
Tennessee
$32.8M -$10.4M -205,156 -25%
Bank of America
21
Bank of America
North Carolina
$31.5M +$354K +6,975 +1%
Goldman Sachs
22
Goldman Sachs
New York
$31.3M -$803K -15,828 -3%
First Trust Advisors
23
First Trust Advisors
Illinois
$28.3M +$20M +395,081 +263%
Renaissance Technologies
24
Renaissance Technologies
New York
$28M +$8.65M +170,651 +46%
JAM
25
Jupiter Asset Management
United Kingdom
$27.4M +$25.7M +506,500 +2,427%

FHI Hedge Fund Activity: Q3 2025 in Review

371 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2025, worth a combined $3.55B — up 22% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new FHI positions and 42 closed out — a net gain of 12 holders — while 114 added to existing stakes and 140 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 371 institutional investors held Federated Hermes (FHI) as of Q3 2025, up from 363 in Q2 2025.
  • Funds reported $3.55B of Federated Hermes stock for Q3 2025, up 22% quarter-over-quarter.
  • 54 funds opened new Federated Hermes positions in Q3 2025 and 42 closed out, a net change of +12 holders.
  • The largest Federated Hermes buyer in Q3 2025 was Schneider Downs Wealth Management Advisors, an estimated $131M added.
  • The largest Federated Hermes seller in Q3 2025 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q3 2025.