Purchases and Sales Made in Q4 2025 in Federated Hermes, Inc. (FHI)
This table provides information about the institutional ownership of Federated Hermes, Inc. (FHI) during Q4 2025. The information is specifically focused on institutions that hold shares of FEDERATED HERMES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
83.5K+ 61.81% |
$3.95M - $4.42M
|
219K
$10.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
46.6K+ 408.75% |
$2.2M - $2.46M
|
58K
$2.85M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
31.2K+ 36.74% |
$1.48M - $1.65M
|
116K
$5.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
24.4KNew |
$1.15M - $1.29M
|
24.4K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
BUY
|
- |
13K+ 17.39% |
$614K - $687K
|
87.6K
$4.31M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
12.6K+ 6.06% |
$597K - $668K
|
221K
$10.9M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
12.1K+ 16.54% |
$572K - $640K
|
85.2K
$4.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.97K+ 686.44% |
$282K - $316K
|
6.84K
$336K
|
|
|
Jan 26, 2026
Q4 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
4.46KNew |
$211K - $236K
|
4.46K
$219K
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.45K+ 10.47% |
$211K - $236K
|
47K
$2.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.03KNew |
$190K - $213K
|
4.03K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.06KNew |
$97.4K - $109K
|
2.06K
$101K
|
|
|
Jan 09, 2026
Q4 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.06K+ 2.93% |
$97.3K - $109K
|
72.3K
$3.55M
|
|
|
Jan 26, 2026
Q4 2025
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.03K+ 11.39% |
$48.5K - $54.3K
|
10K
$493K
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
623+ 2.55% |
$29.5K - $33K
|
25K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
388+ 3.79% |
$18.4K - $20.5K
|
10.6K
$522K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
376+ 6.1% |
$17.8K - $19.9K
|
6.54K
$321K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
210+ 8.32% |
$9.93K - $11.1K
|
2.73K
$134K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
125+ 12.45% |
$5.91K - $6.62K
|
1.13K
$55.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
65New |
$3.07K - $3.44K
|
65
$3.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
57+ 1.95% |
$2.7K - $3.02K
|
2.98K
$146K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 44.12% |
$1.42K - $1.59K
|
98
$4.82K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
28+ 0.6% |
$1.32K - $1.48K
|
4.72K
$232K
|
|
|
Jan 22, 2026
Q4 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
25New |
$1.18K - $1.32K
|
25
$1.23K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4+ 133.33% |
$189 - $212
|
7
$344
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-4- 0.04% |
$189 - $212
|
9.44K
$464K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-6- 5.13% |
$284 - $318
|
111
$5.46K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-12- 27.27% |
$568 - $635
|
32
$1.57K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39- 0.52% |
$1.84K - $2.06K
|
7.49K
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-98- 12.3% |
$4.64K - $5.19K
|
699
$34.4K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.97% |
$9.46K - $10.6K
|
20.4K
$1M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-220- 3.74% |
$10.4K - $11.6K
|
5.67K
$279K
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-245- 1.1% |
$11.6K - $13K
|
22K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-298- 3.28% |
$14.1K - $15.8K
|
8.8K
$433K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-404- 5.42% |
$19.1K - $21.4K
|
7.05K
$347K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-560- 4.94% |
$26.5K - $29.6K
|
10.8K
$529K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-673- 0.75% |
$31.8K - $35.6K
|
88.7K
$4.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-1K- 1.58% |
$47.3K - $52.9K
|
62.2K
$3.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.26K- 3.05% |
$59.4K - $66.4K
|
39.8K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.37K- 5.95% |
$64.8K - $72.5K
|
21.7K
$1.06M
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.12K- 3.08% |
$100K - $112K
|
66.8K
$3.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.1K- 6.32% |
$194K - $217K
|
60.8K
$2.99M
|
|