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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
KAS
351
Kestra Advisory Services
Texas
$3.13M -$568K -3,166 -15%
MFG
352
Merit Financial Group
Georgia
$3.11M +$1.47M +8,171 +80%
Rockefeller Capital Management
353
Rockefeller Capital Management
New York
$3.1M +$465K +2,591 +16%
Walleye Trading
354
Walleye Trading
New York
$3.07M +$3.25M +18,147 New
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$3.06M -$374K -2,083 -10%
VPIM
356
Vanguard Personalized Indexing Management
California
$3.05M +$377K +2,100 +13%
ACIM
357
Azimuth Capital Investment Management
Michigan
$3.02M +$629K +3,505 +24%
CMP
358
Coston McIsaac & Partners
Maine
$3.02M -$337K -1,880 -10%
MOACM
359
Mutual of America Capital Management
New York
$2.99M -$87.3K -487 -3%
HWM
360
Hohimer Wealth Management
Washington
$2.97M -$735K -4,098 -19%
DIA
361
Dana Investment Advisors
Wisconsin
$2.97M +$154K +860 +5%
HPIA
362
Hamilton Point Investment Advisors
North Carolina
$2.96M -$345K -1,924 -10%
SCA
363
Sage Capital Advisors
South Dakota
$2.94M -$167K -929 -5%
DADC
364
D.A. Davidson & Co
Montana
$2.92M -$1.1M -6,158 -26%
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
$2.92M +$830K +4,630 +37%
PAM
366
Panagora Asset Management
Massachusetts
$2.91M +$848K +4,729 +38%
AMI
367
Amica Mutual Insurance
Rhode Island
$2.89M
AWM
368
Axxcess Wealth Management
California
$2.88M +$23.7K +132 +0.8%
CIS
369
Capital International Sarl
California
$2.85M +$2.53M +14,124 +526%
BPA
370
Beacon Pointe Advisors
California
$2.84M -$112K -626 -4%
CF
371
Concorde Financial
Texas
$2.8M +$235K +1,308 +9%
4WM
372
44 Wealth Management
Oregon
$2.78M -$157K -874 -5%
LWCFA
373
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.75M -$63.3K -353 -2%
SA
374
Sanctuary Advisors
Indiana
$2.74M -$45.5K -254 -1%
Northwestern Mutual Wealth Management
375
Northwestern Mutual Wealth Management
Wisconsin
$2.73M -$490K -2,733 -14%

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.