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1,310 hedge funds and large institutions have $21.3B invested in Hershey in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 518 increasing their positions, 442 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 442

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 83.05%86.75% (+3.7%)

1% more capital invested

Capital invested by funds: $21B → $21.3B (+$307M)

2% less funds holding

Funds holding: 1,3421,310 (-32)

14% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 133

18% less call options, than puts

Call options by funds: $337M | Put options by funds: $410M

Holders
1,310
Holders Change
-32
Holders Change %
-2.38%
% of All Funds
17.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
114
Increased
518
Reduced
442
Closed
133
Calls
$337M
Puts
$410M
Net Calls
-$73.3M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dakota Wealth Management
Florida
$4.92M -$347K -2,103 -7%
PGA
252
Portland Global Advisors
Maine
$4.91M -$12.5K -76 -0.3%
CIBC World Market
253
CIBC World Market
Ontario, Canada
$4.89M -$347K -2,108 -7%
AB
254
Amalgamated Bank
New York
$4.85M +$43.8K +266 +0.9%
LOIM
255
Liberty One Investment Management
Illinois
$4.77M +$521K +3,160 +12%
Verition Fund Management
256
Verition Fund Management
Connecticut
$4.68M -$3.61M -21,928 -44%
SAM
257
Stansberry Asset Management
Texas
$4.67M +$201K +1,221 +5%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$4.64M +$3.27M +19,855 +244%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$4.63M +$171K +1,038 +4%
ASN
260
Advisory Services Network
Georgia
$4.62M +$280K +1,697 +7%
BCI
261
Brinker Capital Investments
Pennsylvania
$4.58M +$360K +2,183 +9%
XT
262
XTX Topco
Cayman Islands
$4.53M +$4.5M +27,295 New
ProShare Advisors
263
ProShare Advisors
Maryland
$4.4M +$435K +2,642 +11%
GIM
264
Glenmede Investment Management
Pennsylvania
$4.37M +$4.34M +26,353 New
SF
265
Slagle Financial
Illinois
$4.37M +$4.34M +26,317 New
TI
266
TrueMark Investments
Illinois
$4.36M +$351K +2,132 +9%
HC
267
Hendley & Co
Ohio
$4.36M -$50.3K -305 -1%
BOCM
268
Bontempo Ohly Capital Management
Maryland
$4.35M +$78.3K +475 +2%
HIMC
269
Heritage Investors Management Corp
Maryland
$4.24M -$62.1K -377 -1%
ACM
270
Aquatic Capital Management
Illinois
$4.23M +$4.2M +25,483 New
JIC
271
Johnson Investment Counsel
Ohio
$4.21M -$2.22M -13,457 -35%
ONB
272
Old National Bancorp
Indiana
$4.21M +$3.76M +22,824 +895%
SFG
273
SevenBridge Financial Group
Pennsylvania
$4.21M -$830K -5,037 -17%
PJWM
274
Philip James Wealth Mangement
Georgia
$4.16M +$3.85M +23,350 +1,367%
SWMG
275
Signature Wealth Management Group
Georgia
$4.13M +$158K +958 +4%

HSY Hedge Fund Activity: Q2 2025 in Review

1,310 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2025, worth a combined $21.3B — up 1.5% from $21B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of HSY and 114 opened new positions — a net loss of 19 holders — while 442 trimmed existing stakes and 518 added.

The largest buyer was Capital Research Global Investors, adding an estimated $248M. The largest seller was Capital International Investors, cutting an estimated $156M.

  • 1,310 institutional investors held Hershey (HSY) as of Q2 2025, down from 1,342 in Q1 2025.
  • Funds reported $21.3B of Hershey stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 114 funds opened new Hershey positions in Q2 2025 and 133 closed out, a net change of -19 holders.
  • The largest Hershey buyer in Q2 2025 was Capital Research Global Investors, an estimated $248M added.
  • The largest Hershey seller in Q2 2025 was Capital International Investors, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2025.