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Federated Hermes

399 hedge funds and large institutions have $3.71B invested in Federated Hermes in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,700% more call options, than puts

Call options by funds: $408K | Put options by funds: $6K

76% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 38

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

4% more funds holding

Funds holding: 382399 (+17)

4% more capital invested

Capital invested by funds: $3.56B → $3.71B (+$151M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.96% less ownership

Funds ownership: 88.15%86.19% (-2%)

Holders
399
Holders Change
+17
Holders Change %
+4.45%
% of All Funds
4.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
67
Increased
140
Reduced
127
Closed
38
Calls
$408K
Puts
$6K
Net Calls
+$402K
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$336M +$14.7M +267,864 +5%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$261M +$252M +4,603,965 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M -$20.4M -371,668 -7%
VCM
4
Vanguard Capital Management
Pennsylvania
$183M +$177M +3,230,441 New
LSV Asset Management
5
LSV Asset Management
Illinois
$163M -$441K -8,047 -0.3%
SDWMA
6
Schneider Downs Wealth Management Advisors
Pennsylvania
$155M +$3.56M +65,025 +2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$150M -$7.58M -138,340 -5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$146M -$24.8M -452,792 -15%
Charles Schwab
9
Charles Schwab
California
$142M -$28.9M -527,927 -17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$127M -$3.32M -60,583 -3%
Invesco
11
Invesco
Georgia
$126M -$28.9M -527,368 -19%
State Street
12
State Street
Massachusetts
$102M +$223K +4,066 +0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$92.2M +$11.8M +215,396 +15%
Allianz Asset Management
14
Allianz Asset Management
Germany
$84M +$17.5M +319,079 +27%
Victory Capital Management
15
Victory Capital Management
Texas
$73M -$5.9M -107,806 -8%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$46.2M -$1.88M -34,371 -4%
WP
17
Woodline Partners
California
$43M +$24.8M +452,145 +148%
Morgan Stanley
18
Morgan Stanley
New York
$42.1M -$4.52M -82,624 -10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$37.1M -$1.36M -24,825 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$35M +$1.8M +32,810 +6%
JAM
21
Jupiter Asset Management
United Kingdom
$33.3M -$133K -2,434 -0.4%
SI
22
Sprott Inc
Ontario, Canada
$29.1M +$411K +7,500 +1%
Goldman Sachs
23
Goldman Sachs
New York
$29.1M -$11.9M -217,844 -30%
Man Group
24
Man Group
United Kingdom
$28.3M -$920K -16,801 -3%
KAS
25
Kestra Advisory Services
Texas
$27.5M +$1.55M +28,278 +6%