Ray Dalio's FHI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 29,155 shares of Federated Hermes, Inc. (FHI) worth $1.61 M, representing 0.01% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in FHI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 119,755 shares. Largest reduction occurred in Q1 2026, reducing 142,279 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Federated Hermes (FHI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Federated Hermes (FHI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -115,134 | Reduce 79.79% | 29,155 | $55.22 |
| Q1 2026 | -142,279 | Reduce 49.65% | 144,289 | $56.71 |
| Q4 2025 | +7,442 | Add 2.67% | 286,568 | $52.07 |
| Q3 2025 | +119,755 | Add 75.14% | 279,126 | $51.93 |
| Q2 2025 | +41,366 | Add 35.05% | 159,371 | $44.32 |
| Q1 2025 | +5,618 | Add 5.00% | 118,005 | $40.77 |
| Q4 2024 | +38,194 | Add 51.48% | 112,387 | $41.11 |
| Q3 2024 | -9,267 | Reduce 11.10% | 74,193 | $36.77 |
| Q2 2024 | -108,873 | Reduce 56.61% | 83,460 | $32.88 |
| Q1 2024 | -29,665 | Reduce 13.36% | 192,333 | $36.12 |
| Q4 2023 | +55,035 | Add 32.96% | 221,998 | $33.86 |
| Q3 2023 | +65,767 | Add 64.99% | 166,963 | $33.87 |
| Q2 2023 | +10,952 | Add 12.14% | 101,196 | $35.85 |
| Q1 2023 | -82,051 | Reduce 47.62% | 90,244 | $40.14 |
| Q4 2022 | +101,751 | Add 144.24% | 172,295 | $36.31 |
| Q3 2022 | +22,349 | Add 46.37% | 70,544 | $33.11 |
| Q2 2022 | +37,759 | Add 361.81% | 48,195 | $31.79 |
| Q1 2022 | -6,886 | Reduce 39.75% | 10,436 | $34.02 |
| Q4 2021 | -20,916 | Reduce 54.70% | 17,322 | $37.58 |
| Q3 2021 | +5,119 | Add 15.46% | 38,238 | $32.51 |
| Q2 2021 | +4,029 | Add 13.85% | 33,119 | $33.91 |
| Q1 2021 | +11,066 | Add 61.40% | 29,090 | $31.32 |
| Q4 2020 | +18,024 | New Buy | 18,024 | $28.91 |
| Q1 2020 | -20,904 | Sold Out | 0 | $0.00 |
| Q4 2019 | +20,904 | New Buy | 20,904 | $32.58 |
| Q1 2019 | -13,580 | Sold Out | 0 | $0.00 |
| Q4 2018 | +13,580 | New Buy | 13,580 | $26.58 |
| Q4 2015 | -10,700 | Sold Out | 0 | $0.00 |
| Q3 2015 | +10,700 | New Buy | 10,700 | $28.88 |
Ray Dalio's Federated Hermes Investment FAQs
Ray Dalio first purchased Federated Hermes, Inc. (FHI) in Q3 2015, acquiring 10,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Federated Hermes, Inc. (FHI) for 29 quarters since Q3 2015.
Ray Dalio's largest addition to Federated Hermes, Inc. (FHI) was in Q3 2025, adding 279,126 shares worth $14.5 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 29,155 shares of Federated Hermes, Inc. (FHI), valued at approximately $1.61 M.
As of the Q2 2026 filing, Federated Hermes, Inc. (FHI) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Federated Hermes, Inc. (FHI) was 286,568 shares, as reported at the end of Q4 2025.