We are live on ! Find out more

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
CIG
526
CCM Investment Group
Minnesota
$1.26M +$1.33M +7,441 New
EI
527
Ethic Inc
New York
$1.25M +$56.1K +313 +4%
OLVIG
528
Oliver Lagore Vanvalin Investment Group
Michigan
$1.25M +$129K +718 +11%
FWCM
529
Ferguson Wellman Capital Management
Oregon
$1.25M +$897 +5 +0.1%
AL
530
Arnhold LLC
New York
$1.23M
RA
531
RFG Advisory
Alabama
$1.23M -$418K -2,331 -24%
HNB
532
Huntington National Bank
Ohio
$1.23M -$163K -909 -11%
WJWM
533
Williams Jones Wealth Management
New York
$1.22M -$8.61K -48 -0.7%
W
534
Wealthquest
Ohio
$1.22M
AAIM
535
Asset Advisors Investment Management
Georgia
$1.22M
SLAM
536
Swiss Life Asset Management
$1.22M -$633K -3,532 -33%
KPPF
537
Klein Pavlis & Peasley Financial
California
$1.22M +$18.6K +104 +1%
SYBT
538
Stock Yards Bank & Trust
Kentucky
$1.21M -$197K -1,099 -13%
GWM
539
Geneos Wealth Management
Colorado
$1.21M -$2.42M -13,473 -65%
TIAA Trust, National Association
540
TIAA Trust, National Association
North Carolina
$1.21M -$59K -329 -4%
MMA
541
Miracle Mile Advisors
California
$1.2M +$1.27M +7,083 New
NMERB
542
New Mexico Educational Retirement Board
New Mexico
$1.2M -$17.9K -100 -1%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$1.19M -$177K -987 -12%
PMWMG
544
Parr McKnight Wealth Management Group
Minnesota
$1.19M +$1.26M +7,031 New
CRI
545
Commonwealth Retirement Investments
Virginia
$1.19M -$126K -702 -9%
BMSSC
546
B. Metzler seel. Sohn & Co
Germany
$1.17M -$12.2K -68 -1%
WC
547
Woodstock Corp
Massachusetts
$1.17M +$319K +1,780 +35%
CGH
548
Crossmark Global Holdings
Texas
$1.17M -$370K -2,066 -23%
SW
549
SlateStone Wealth
Florida
$1.17M +$126K +701 +11%
RWM
550
RKL Wealth Management
Pennsylvania
$1.16M -$56.8K -317 -4%

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.