Federated Hermes, Inc.: which funds bought and sold

Institutions that bought and sold Federated Hermes shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 167 institutions that filed 13F reports for both quarters added to or opened positions in Federated Hermes, and 192 cut or closed them. Together they added a net 1.0M shares, +1.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 245K shares (+1.3%); index fund managers were net buyers of 114K shares (+0.6%). 40 opened a new position and 49 sold out entirely.

Bought, Q2 2026 167 institutions, 40 of them new holders Sold, Q2 2026 192 institutions, 49 of them sold out

Net change, all compared +1.0M shares (+1.6%)

Net change, active managers +245K shares (+1.3%), 22 bought, 23 sold

Buyers versus sellers

institutions compared, 434

167 bought 75 192 sold

Active managers and hedge funds 22 bought · 23 sold · +245K

Index fund managers 4 bought · 6 sold · +114K

Other institutions 141 bought · 163 sold · +661K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+951K +2992.1%	983K	$54.3M
Schneider Downs Wealth Management Advisors, LP	+824K +30.2%	3.6M	$196M
First Trust Advisors LP	+582K +94.3%	1.2M	$66.2M
Goldman Sachs Group Inc	+366K +71.3%	879K	$48.5M
Arrowstreet Capital, Limited Partnership Hedge fund	+360K +44.2%	1.2M	$64.8M
Woodline Partners LP Hedge fund	+313K +41.3%	1.1M	$59.1M
Invesco Ltd.	+299K +13.4%	2.5M	$139M
Charles Schwab Investment Management Inc Index funds	+143K +5.7%	2.6M	$146M
Morgan Stanley	+127K +17.0%	869K	$48M
Blackrock, Inc. Index funds	+120K +2.0%	6.0M	$334M
Interval Partners, LP Hedge fund	+94K +144.2%	159K	$8.8M
Mercer Global Advisors Inc	+82K +48.5%	251K	$13.9M
FMR LLC Active manager	+78K +1.7%	4.7M	$258M
Susquehanna Fundamental Investments, LLC	+74K +118.3%	136K	$7.5M
Brevan Howard Capital Management LP Hedge fund	+68K +706.0%	77K	$4.3M
Geode Capital Management, LLC Index funds	+68K +4.2%	1.7M	$93.5M
Maltese Capital Management LLC	+50K New position	50K	$2.8M
State Street Corp Index funds	+49K +2.7%	1.9M	$102M
Fulcrum Asset Management LLP	+45K New position	45K	$2.5M
American Century Companies Inc Active manager	+41K +32.7%	168K	$9.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	+951K +2992.1%	983K	$54.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+360K +44.2%	1.2M	$64.8M
Woodline Partners LP Hedge fund	+313K +41.3%	1.1M	$59.1M
Interval Partners, LP Hedge fund	+94K +144.2%	159K	$8.8M
FMR LLC Active manager	+78K +1.7%	4.7M	$258M
Brevan Howard Capital Management LP Hedge fund	+68K +706.0%	77K	$4.3M
American Century Companies Inc Active manager	+41K +32.7%	168K	$9.3M
Renaissance Technologies LLC Hedge fund	+33K +11.2%	329K	$18.2M
Alliancebernstein L.P. Active manager	+33K +6.4%	545K	$30.9M
Exoduspoint Capital Management, LP Hedge fund	+31K +62.2%	80K	$4.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Man Group PLC Hedge fund	−422K −84.5%	78K	$4.3M
Two Sigma Investments, LP Hedge fund	−348K −78.3%	96K	$5.3M
Janney Montgomery Scott LLC	−255K −75.6%	82K	$4.5M
Vanguard Portfolio Management LLC Index funds	−207K −4.5%	4.4M	$243M
Qube Research & Technologies Ltd Hedge fund	−179K −62.1%	109K	$6M
Robeco Institutional Asset Management B.V.	−172K −78.1%	48K	$2.7M
Jacobs Levy Equity Management, Inc Active manager	−163K −81.2%	38K	$2.1M
Factorial Partners, LLC	−153K Sold out	0	—
Victory Capital Management Inc Active manager	−136K −10.5%	1.2M	$63.6M
Mitsubishi Ufj Trust & Banking Corp	−130K −96.2%	5,154	$284,604
AQR Capital Management LLC Hedge fund	−123K −4.7%	2.5M	$136M
Healthcare Of Ontario Pension Plan Trust Fund	−117K Sold out	0	—
Bridgewater Associates, LP Hedge fund	−115K −79.8%	29K	$1.6M
CIBC World Market Inc.	−112K Sold out	0	—
UBS Group AG	−86K −22.2%	302K	$16.7M
Seizert Capital Partners, LLC	−86K Sold out	0	—
Jpmorgan Chase & Co	−82K −24.2%	256K	$14.6M
Voloridge Investment Management, LLC Hedge fund	−82K Sold out	0	—
BNP Paribas Financial Markets	−70K −75.9%	22K	$1.2M
Barclays PLC	−67K −70.9%	27K	$1.5M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Man Group PLC Hedge fund	−422K −84.5%	78K	$4.3M
Two Sigma Investments, LP Hedge fund	−348K −78.3%	96K	$5.3M
Qube Research & Technologies Ltd Hedge fund	−179K −62.1%	109K	$6M
Jacobs Levy Equity Management, Inc Active manager	−163K −81.2%	38K	$2.1M
Victory Capital Management Inc Active manager	−136K −10.5%	1.2M	$63.6M
AQR Capital Management LLC Hedge fund	−123K −4.7%	2.5M	$136M
Bridgewater Associates, LP Hedge fund	−115K −79.8%	29K	$1.6M
Voloridge Investment Management, LLC Hedge fund	−82K Sold out	0	—
Panagora Asset Management Inc Active manager	−56K −61.6%	35K	$1.9M
Azora Capital LP Hedge fund	−54K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Maltese Capital Management LLC	50K	$2.8M
Fulcrum Asset Management LLP	45K	$2.5M
Aquatic Capital Management LLC	21K	$1.2M
Summittx Capital, L.P.	21K	$1.2M
Voya Investment Management LLC	20K	$1.1M
Dakota Wealth Management	12K	$652,147
Caitlin John, LLC	11K	$610,567
Quadrature Capital LtdHedge fund	11K	$589,860
Confluence Wealth Services, Inc.	9,161	$505,871
Alphagrep Uk Ltd	6,572	$362,906

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Factorial Partners, LLC	153K	$8.7M
Healthcare Of Ontario Pension Plan Trust Fund	117K	$6.6M
CIBC World Market Inc.	112K	$6.3M
Seizert Capital Partners, LLC	86K	$4.9M
Voloridge Investment Management, LLCHedge fund	82K	$4.6M
Mubadala Investment Co Pjsc	57K	$3.2M
Azora Capital LPHedge fund	54K	$3.1M
Capital Fund Management S.A.Hedge fund	53K	$3M
HRT Financial LP	36K	$2.1M
Elo Mutual Pension Insurance Co	32K	$1.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 390
Ten largest holders: 52.7%
Index fund managers: 31.4%
Active managers and hedge funds: 27.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	23	2	6	+245K	+1.3%
Index fund managers	4	6	0	0	+114K	+0.6%
Other institutions	141	163	38	43	+661K	+2.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Federated Hermes.

Only managers that filed a holdings report for both quarters are compared (434 here). 12 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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