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1,472 hedge funds and large institutions have $25.9B invested in Hershey in 2026 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 538 increasing their positions, 467 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 110

35% more call options, than puts

Call options by funds: $307M | Put options by funds: $228M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 467

12% more capital invested

Capital invested by funds: $23.2B → $25.9B (+$2.67B)

4% more funds holding

Funds holding: 1,4131,472 (+59)

2.04% less ownership

Funds ownership: 86.12%84.07% (-2%)

Holders
1,472
Holders Change
+59
Holders Change %
+4.18%
% of All Funds
18.1%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
193
Increased
538
Reduced
467
Closed
110
Calls
$307M
Puts
$228M
Net Calls
+$79.3M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
401
Envestnet Portfolio Solutions
Illinois
$3.25M -$1.94M -9,220 -37%
BC
402
Burney Company
Virginia
$3.23M -$87.3K -414 -3%
4WM
403
44 Wealth Management
Oregon
$3.22M -$349K -1,657 -10%
UPS
404
UHLMANN PRICE SECURITIES
Illinois
$3.21M +$3.15M +14,938 New
GAM
405
Generali Asset Management
Italy
$3.2M +$1.08M +5,125 +50%
UM
406
UniSuper Management
Australia
$3.19M -$335K -1,588 -9%
OAM
407
OP Asset Management
$3.18M -$213K -1,012 -6%
CAG
408
Cypress Advisory Group
Arizona
$3.16M +$18.8K +89 +0.6%
CAPTRUST Financial Advisors
409
CAPTRUST Financial Advisors
North Carolina
$3.16M +$177K +841 +6%
OQS
410
Occudo Quantitative Strategies
Florida
$3.11M +$3.53M +16,743 New
PMAM
411
Picton Mahoney Asset Management
Ontario, Canada
$3.09M +$399K +1,890 +15%
AC
412
Allstate Corporation
Illinois
$3.09M +$797K +3,777 +34%
OTL
413
Oak Thistle LLC
New York
$3.09M +$2.3M +10,909 +276%
JIC
414
Johnson Investment Counsel
Ohio
$3.08M -$376K -1,784 -11%
FC
415
Farringdon Capital
United Kingdom
$3.08M +$2.19M +10,372 +235%
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$3.06M +$588K +2,788 +23%
SFS
417
Sowell Financial Services
Arkansas
$3.06M +$135K +640 +5%
IMCOOI
418
Investment Management Corp of Ontario (IMCO)
Canada
$3.03M +$148K +700 +5%
PAG
419
Private Advisor Group
New Jersey
$3.02M -$44.5K -211 -1%
Public Employees Retirement Association of Colorado
420
Public Employees Retirement Association of Colorado
Colorado
$3M
BA
421
Bridgewater Associates
Connecticut
$3M +$1.09M +5,169 +56%
MC
422
Moors & Cabot
Massachusetts
$3M +$68.1K +323 +2%
LCM
423
LVM Capital Management
Michigan
$2.98M +$24.3K +115 +0.8%
CA
424
Callahan Advisors
Texas
$2.94M
GVAG
425
Great Valley Advisor Group
Delaware
$2.93M +$189K +897 +7%

HSY Hedge Fund Activity: Q1 2026 in Review

1,472 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2026, worth a combined $25.9B — up 12% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new HSY positions and 110 closed out — a net gain of 83 holders — while 538 added to existing stakes and 467 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $580M. The largest seller was Capital International Investors, exiting entirely with an estimated $1.66B sold.

  • 1,472 institutional investors held Hershey (HSY) as of Q1 2026, up from 1,413 in Q4 2025.
  • Funds reported $25.9B of Hershey stock for Q1 2026, up 12% quarter-over-quarter.
  • 193 funds opened new Hershey positions in Q1 2026 and 110 closed out, a net change of +83 holders.
  • The largest Hershey buyer in Q1 2026 was Capital World Investors, an estimated $580M added.
  • The largest Hershey seller in Q1 2026 was Capital International Investors, an estimated $1.66B sold.

Based on aggregated 13F filings for Q1 2026.