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1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
276
British Columbia Investment Management
British Columbia, Canada
$4.79M +$654K +3,649 +15%
GMA
277
Glassy Mountain Advisors
Maryland
$4.77M +$88.1K +491 +2%
BFA
278
Benedict Financial Advisors
Georgia
$4.76M +$65.8K +367 +1%
USAA
279
United Services Automobile Association
Texas
$4.73M
Brown Advisory
280
Brown Advisory
Maryland
$4.69M -$117K -651 -2%
EH
281
Equitable Holdings
New York
$4.68M +$209K +1,164 +4%
CIA
282
Covington Investment Advisors
Pennsylvania
$4.68M -$886K -4,940 -15%
RCYC
283
Richard C. Young & Co
Rhode Island
$4.66M -$5.37M -29,964 -52%
AWS
284
Atria Wealth Solutions
New York
$4.63M +$806K +4,494 +20%
MCM
285
Mengis Capital Management
Oregon
$4.58M +$120K +670 +3%
Wealthfront Advisers
286
Wealthfront Advisers
California
$4.58M +$1.87M +10,424 +63%
SAM
287
Stansberry Asset Management
Texas
$4.55M -$152K -848 -3%
BCM
288
Birmingham Capital Management
Alabama
$4.54M -$552K -3,080 -10%
GT
289
Glenmede Trust
Pennsylvania
$4.51M -$363K -2,024 -7%
IIM
290
INTECH Investment Management
Florida
$4.49M +$2.74M +15,273 +136%
BA
291
Bridgewater Associates
Connecticut
$4.49M -$2.22M -12,362 -32%
HEIP
292
Hudson Edge Investment Partners
New Jersey
$4.48M -$285K -1,592 -6%
HIMC
293
Heritage Investors Management Corp
Maryland
$4.42M -$12K -67 -0.3%
FFIC
294
First Fiduciary Investment Counsel
Ohio
$4.37M -$58.1K -324 -1%
VF
295
Virtu Financial
New York
$4.24M +$1.94M +10,837 +76%
PL
296
Parthenon LLC
Kentucky
$4.17M +$67.2K +375 +2%
IWS
297
Insight Wealth Strategies
California
$4.16M +$689K +3,841 +19%
URS
298
Utah Retirement Systems
Utah
$4.11M +$17.9K +100 +0.4%
IIM
299
Intact Investment Management
Quebec, Canada
$4.1M -$1.31M -7,300 -23%
PFS
300
Prospera Financial Services
Texas
$4.07M +$2.22M +12,388 +106%

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.