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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
MSU
401
Mizuho Securities USA
New York
$2.37M +$794K +4,426 +46%
CS
402
Candriam SCA
Luxembourg
$2.37M +$393K +2,194 +19%
HAS
403
HBW Advisory Services
California
$2.37M +$33.7K +188 +1%
DIP
404
DT Investment Partners
Pennsylvania
$2.36M -$1.21M -6,734 -33%
Capstone Investment Advisors
405
Capstone Investment Advisors
New York
$2.36M +$1.45M +8,085 +138%
SPFA
406
Summit Place Financial Advisors
New Jersey
$2.36M -$108K -605 -4%
TCMP
407
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.35M +$918K +5,118 +58%
VVP
408
Venture Visionary Partners
Ohio
$2.34M -$5.85M -32,608 -70%
MDCM
409
Morgan Dempsey Capital Management
Wisconsin
$2.33M -$631K -3,517 -20%
CTA
410
Chesley Taft & Associates
Illinois
$2.32M -$22.4K -125 -0.9%
EFMC
411
Empire Financial Management Company
New York
$2.3M -$248K -1,384 -9%
TAM
412
Tocqueville Asset Management
New York
$2.29M -$2.04M -11,400 -46%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$2.24M -$505K -2,818 -18%
AssetMark Inc
414
AssetMark Inc
California
$2.23M +$11.1K +62 +0.5%
NAM
415
NorthCrest Asset Manangement
Minnesota
$2.22M +$31.7K +177 +1%
HAI
416
Hennessy Advisors Inc
California
$2.22M -$143K -800 -6%
IA
417
IFP Advisors
Florida
$2.2M +$1.08M +6,021 +86%
TI
418
Tidal Investments
Wisconsin
$2.19M +$825K +4,599 +55%
AG
419
Amiral Gestion
France
$2.19M +$2.32M +12,933 New
SPIA
420
Steward Partners Investment Advisory
New York
$2.19M -$327K -1,824 -12%
AAM
421
Auxier Asset Management
Oregon
$2.18M +$318K +1,775 +16%
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.18M -$4.19M -23,365 -65%
Rafferty Asset Management
423
Rafferty Asset Management
New York
$2.17M +$256K +1,426 +13%
CTC
424
Central Trust Company
Missouri
$2.17M -$39.5K -220 -2%
AT
425
American Trust
Kentucky
$2.15M -$1.11M -6,181 -33%

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.