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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
BCM
451
Brookstone Capital Management
Illinois
$1.85M +$144K +805 +8%
IIA
452
ICW Investment Advisors
Arizona
$1.84M +$8.97K +50 +0.5%
LAIC
453
Lederer & Associates Investment Counsel
California
$1.84M +$179K +998 +10%
WCM
454
Wallace Capital Management
Texas
$1.82M +$17K +95 +0.9%
GAM
455
Griffin Asset Management
New York
$1.81M -$610K -3,404 -24%
PFS
456
Physicians Financial Services
North Carolina
$1.81M +$36.2K +202 +2%
SFS
457
Sowell Financial Services
Arkansas
$1.76M +$1.86M +10,378 New
CL
458
CIM LLC
New York
$1.75M +$16.5K +92 +0.9%
TRCT
459
Tower Research Capital (TRC)
New York
$1.75M +$772K +4,304 +71%
WWS
460
Wellington Wealth Strategies
Indiana
$1.73M +$1.93M +10,788 New
GT
461
Greenleaf Trust
Michigan
$1.73M -$501K -2,796 -21%
JPWM
462
Jamison Private Wealth Management
Georgia
$1.73M +$267K +1,487 +17%
ZIG
463
Zurich Insurance Group
Switzerland
$1.73M +$1.83M +10,200 New
ECM
464
Eisler Capital Management
United Kingdom
$1.73M +$1.83M +10,229 New
KRS
465
Kentucky Retirement Systems
Kentucky
$1.72M -$25.1K -140 -1%
WFAG
466
Wescott Financial Advisory Group
Pennsylvania
$1.69M -$1.44K -8 -0.1%
YIH
467
Y-Intercept (HK)
Hong Kong
$1.69M +$1.79M +9,991 New
WC
468
Westhampton Capital
North Carolina
$1.68M
MWM
469
MOKAN Wealth Management
Kansas
$1.67M +$1.77M +9,863 New
LF
470
Lantz Financial
Illinois
$1.66M -$36.8K -205 -2%
QT
471
Quantbot Technologies
New York
$1.65M -$3.44M -19,204 -66%
CFG
472
Citizens Financial Group
Rhode Island
$1.65M +$73.7K +411 +4%
LIM
473
Leavell Investment Management
Alabama
$1.65M
TFA
474
Toth Financial Advisory
Virginia
$1.64M -$365K -2,038 -17%
KPWS
475
Kestra Private Wealth Services
Texas
$1.63M -$755K -4,210 -30%

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.