Federated Hermes

FHI • NYSE

Federated Hermes is a asset management company in the financial services sector on NYSE, led by J. Christopher Donahue, with a market cap of $4.0B. As of Q3 2025, 88% of shares are held by 363 institutional investors, with VANGUARD GROUP INC as the largest holder at 10.93%.

CEOJ. Christopher Donahue

Market Cap$4.0B

Asset Management

Financial Services

Employees2.0K

Websitefederatedhermes.com

Country

United States of America

Overview

Overview of institutional ownership in FHI as of Q3 2025 with a market cap of $4.0B

All Institutions

Institutions: 363
Value Held: $3.5B
Shares Held: 67.9M
Avg Position: $9.7M
Median Position: $874.3K

Hedge Funds

Hedge Funds: 38
Value Held: $414.7M
Shares Held: 8.0M
Avg Position: $10.9M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

77.29%

$3.1B

Hedge Funds

10.3%

$414.7M

Retail & Other

12.41%

$500.0M

Based on market cap of $4.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in FHI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$440.1M 0.01% of portfolio	10.93% 8.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$291.2M 0.01% of portfolio	7.23% 5.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FMR LLC Institution	-	$256.8M 0.01% of portfolio	6.38% 4.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$156.8M 0.03% of portfolio	3.89% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	David Gary Kabiller Founder	$155.1M 0.10% of portfolio	3.85% 3.0M shares	Q2 2016 Held for 9y 5m	$156.17B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$152.7M 0.02% of portfolio	3.79% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$146.3M 0.50% of portfolio	3.63% 2.8M shares	Q3 2015 Held for 10y 2m	$29.4B
Schneider Downs Wealth Management Advisors, LP RIA/Wealth	Derek Joseph Eichelberger CEO	$138.0M 16.44% of portfolio	3.43% 2.7M shares	Q4 2015 Held for 9y 11m	$839.5M
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$124.7M 0.28% of portfolio	3.10% 2.4M shares	Q2 2024 Held for 1y 5m	$45.1B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$119.8M 0.03% of portfolio	2.97% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B

Net Capital Flow

Institutional buying and selling activity for FHI in Q3 2025

Traded: +$156.2M
Buyers: 165
Sellers: 179
Total Bought: +$443.1M
Total Sold: −$286.9M
Avg Position: $8.7M

Biggest Buyers

Institution	Net Bought	Current Position
Schneider Downs Wealth Management Advisors, LP RIA/Wealth	+$133.8M +2.6M shares	$138.0M 2.7M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$38.9M +748.4K shares	$40.5M 779.5K shares
Invesco Ltd. ETF Provider	+$34.8M +670.6K shares	$152.7M 2.9M shares
JUPITER ASSET MANAGEMENT LTD Long Only Manager	+$26.3M +506.5K shares	$27.4M 527.4K shares
L LSV ASSET MANAGEMENT Long Only Manager	+$22.6M +434.9K shares	$124.7M 2.4M shares
FIRST TRUST ADVISORS LP ETF Provider	+$20.5M +395.1K shares	$28.3M 545.5K shares
Janney Montgomery Scott LLC RIA/Wealth	+$14.6M +280.5K shares	$14.6M 280.5K shares
Q Qube Research & Technologies Ltd Institution	+$8.9M +171.4K shares	$40.5M 778.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$8.9M +170.7K shares	$28.0M 538.4K shares
A Allianz Asset Management AG Institution	+$8.7M +167.2K shares	$52.4M 1.0M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$30.8M −592.4K shares	$256.8M 4.9M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$27.7M −532.8K shares	$21.4M 411.8K shares
UBS Group AG Institution	−$22.9M −440.6K shares	$47.2M 909.6K shares
I Invenomic Capital Management LP Hedge Fund•Long/Short	−$13.1M −295.1K shares	Sold Off 0 shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$10.7M −205.2K shares	$32.8M 632.1K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$9.4M −180.8K shares	$22.3M 428.6K shares
Bank of New York Mellon Corp Institution	−$9.3M −179.4K shares	$42.1M 810.6K shares
A AXA Institution	−$9.0M −202.7K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$6.9M −132.2K shares	$17.0M 326.5K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$6.7M −129.5K shares	$26.7M 514.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FHI in Q3 2025

New Positions: 23
New Value: $6.2M
Exited Positions: 40
Exited Value: $55.8M

New Positions

Institution	Position Value
CBOE Vest Financial, LLC ETF Provider	$1.4M 26.9K shares
Morningstar Investment Management LLC Long Only Manager	$1.1M 21.8K shares
Measured Wealth Private Client Group, LLC RIA/Wealth	$614.3K 11.8K shares
F Farringdon Capital, Ltd. Institution	$489.0K 9.4K shares
P Perbak Capital Partners LLP Institution	$446.8K 8.6K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$398.6K 7.5K shares
MANNING & NAPIER ADVISORS LLC RIA/Wealth	$343.7K 6.6K shares
Outlook Wealth Advisors, LLC RIA/Wealth	$302.7K 5.8K shares
A ATRIA INVESTMENTS LLC Institution	$268.1K 5.2K shares
Advyzon Investment Management, LLC RIA/Wealth	$225.1K 4.3K shares

Exited Positions

Institution	Previous Position
I Invenomic Capital Management LP Hedge Fund•Long/Short	$13.1M 295.1K shares
A AXA Institution	$9.0M 202.7K shares
H HRT FINANCIAL LLC Institution	$6.1M 138.2K shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$5.9M 132.4K shares
X XTX Topco Ltd Institution	$3.1M 71.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.4M 53.3K shares
J Jump Financial, LLC Institution	$2.3M 52.4K shares
O ONTARIO TEACHERS PENSION PLAN BOARD Institution	$2.0M 45.2K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$1.8M 39.6K shares
MACKENZIE FINANCIAL CORP Long Only Manager	$1.3M 29.3K shares

Options Activity

Institutions with the largest Call and Put options positions in FHI as of Q3 2025

Call Positions: 6
Call Value: $4.9M
Put Positions: 4
Put Value: $586.8K

Call Positions

Institution	Position Value
P Prana Capital Management, LP Hedge Fund•Long/Short	$2.6M 500.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.4M 273.0 contracts
Walleye Trading LLC RIA/Wealth	$462.2K 89.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$296.0K 57.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$98.7K 19.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$415.4K 80.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$155.8K 30.0 contracts
Walleye Trading LLC RIA/Wealth	$15.6K 3.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with FHI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Schneider Downs Wealth Management Advisors, LP RIA/Wealth	Derek Joseph Eichelberger CEO	16.44% $138.0M	3.43% 2.7M shares	Q4 2015 Held for 9y 11m	$839.5M
F Factorial Partners, LLC Hedge Fund•Value	Mark Philip Kleiman Managing Partner	5.98% $8.3M	0.21% 159.2K shares	Q2 2024 Held for 1y 5m	$138.3M
C CONTINENTAL ADVISORS LLC Hedge Fund•Long/Short	David Philip Purcell Managing Partner	4.43% $6.6M	0.16% 126.4K shares	≤ Q2 2013 Held for 12y 5m+	$148.0M
FOUNDATION RESOURCE MANAGEMENT INC Long Only Manager	Meredith Humphrey Moll President	2.96% $20.6M	0.51% 396.8K shares	Q3 2018 Held for 7y 2m	$696.0M
Murphy Pohlad Asset Management LLC RIA/Wealth	Aaron Jeffrey Banke President	1.38% $3.5M	0.09% 67.6K shares	≤ Q2 2013 Held for 12y 5m+	$254.9M
Taylor Frigon Capital Management LLC RIA/Wealth	Gerard Joseph Frigon CIO	1.06% $2.1M	0.05% 41.1K shares	Q3 2020 Held for 5y 2m	$201.1M
S SPROTT INC. Institution	-	0.99% $26.3M	0.65% 507.2K shares	Q3 2016 Held for 9y 2m	$2.7B
Kendall Capital Management RIA/Wealth	Clark Alan Kendall CEO	0.87% $3.9M	0.10% 74.7K shares	Q1 2021 Held for 4y 8m	$443.6M
Fortis Advisors, LLC Family Office	Sanjiv Kumar Founder	0.87% $1.5M	0.04% 29.0K shares	Q4 2024 Held for 11 months	$174.1M
Alpha Omega Wealth Management LLC RIA/Wealth	Cleighton Lee Hilbert Managing Partner	0.82% $4.9M	0.12% 95.1K shares	Q3 2019 Held for 6y 2m	$601.0M