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1,342 hedge funds and large institutions have $21B invested in Hershey in 2025 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 532 increasing their positions, 432 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more call options, than puts

Call options by funds: $593M | Put options by funds: $466M

23% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 432

13% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 141

0.87% more ownership

Funds ownership: 82.18%83.05% (+0.87%)

0% less funds holding

Funds holding: 1,3431,342 (-1)

1% less capital invested

Capital invested by funds: $21.3B → $21B (-$267M)

Holders
1,342
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
17.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
159
Increased
532
Reduced
432
Closed
141
Calls
$593M
Puts
$466M
Net Calls
+$127M
Net Calls Change
-$565M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
326
Hohimer Wealth Management
Washington
$3.51M +$484K +2,954 +17%
CMP
327
Coston McIsaac & Partners
Maine
$3.48M +$411K +2,511 +14%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$3.48M +$690K +4,214 +26%
GAM
329
Generali Asset Management
Italy
$3.47M +$1.87M +11,405 +128%
AA
330
Ancora Advisors
Ohio
$3.45M -$102K -623 -3%
Public Sector Pension Investment Board (PSP Investments)
331
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.43M +$250K +1,524 +8%
BRCM
332
Bright Rock Capital Management
Massachusetts
$3.42M
MFIM
333
Mesirow Financial Investment Management
Illinois
$3.39M -$54.7K -334 -2%
CCFCSB
334
Cape Cod Five Cents Savings Bank
Massachusetts
$3.34M
NAM
335
Nissay Asset Management
Japan
$3.31M +$56.8K +347 +2%
LCM
336
LVM Capital Management
Michigan
$3.3M -$491K -3,000 -13%
AIM
337
Achmea Investment Management
Netherlands
$3.29M -$44.5K -272 -1%
AWM
338
Axxcess Wealth Management
California
$3.28M +$353K +2,157 +13%
YCM
339
Yousif Capital Management
Michigan
$3.27M -$66.3K -405 -2%
IC
340
Inkwell Capital
Florida
$3.26M +$811K +4,952 +35%
4WM
341
44 Wealth Management
Oregon
$3.21M +$394K +2,407 +15%
Envestnet Portfolio Solutions
342
Envestnet Portfolio Solutions
Illinois
$3.19M +$228K +1,390 +8%
WAC
343
William Allan Corp
Colorado
$3.18M +$1.93M +11,785 +173%
SA
344
Sanctuary Advisors
Indiana
$3.18M +$95.8K +585 +3%
CIS
345
Capital International Sarl
California
$3.17M +$280K +1,710 +10%
KAS
346
Kestra Advisory Services
Texas
$3.16M +$327 +2 +0%
HAI
347
Hennessy Advisors Inc
California
$3.01M +$737K +4,500 +34%
SCA
348
Sage Capital Advisors
South Dakota
$3M +$27.5K +168 +1%
SPIA
349
Steward Partners Investment Advisory
New York
$3M +$753K +4,599 +36%
BFA
350
Bragg Financial Advisors
North Carolina
$2.98M +$244K +1,491 +9%

HSY Hedge Fund Activity: Q1 2025 in Review

1,342 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2025, worth a combined $21B — down 1.3% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new HSY positions and 141 closed out — a net gain of 18 holders — while 532 added to existing stakes and 432 trimmed.

The largest buyer was Norges Bank, adding an estimated $221M. The largest seller was Capital International Investors, cutting an estimated $140M.

  • 1,342 institutional investors held Hershey (HSY) as of Q1 2025, down from 1,343 in Q4 2024.
  • Funds reported $21B of Hershey stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 159 funds opened new Hershey positions in Q1 2025 and 141 closed out, a net change of +18 holders.
  • The largest Hershey buyer in Q1 2025 was Norges Bank, an estimated $221M added.
  • The largest Hershey seller in Q1 2025 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2025.