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1,310 hedge funds and large institutions have $21.3B invested in Hershey in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 518 increasing their positions, 442 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 442

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 83.05%86.75% (+3.7%)

1% more capital invested

Capital invested by funds: $21B → $21.3B (+$307M)

2% less funds holding

Funds holding: 1,3421,310 (-32)

14% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 133

18% less call options, than puts

Call options by funds: $337M | Put options by funds: $410M

Holders
1,310
Holders Change
-32
Holders Change %
-2.38%
% of All Funds
17.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
114
Increased
518
Reduced
442
Closed
133
Calls
$337M
Puts
$410M
Net Calls
-$73.3M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
601
Stock Yards Bank & Trust
Kentucky
$867K -$115K -695 -12%
WDA
602
Wendell David Associates
New Hampshire
$862K
MMPW
603
Mitchell McLeod Pugh & Williams
Alabama
$862K +$87K +528 +11%
Wellington Management Group
604
Wellington Management Group
Massachusetts
$856K -$1.02M -6,211 -55%
BP
605
Ballentine Partners
Massachusetts
$853K +$237K +1,439 +39%
OPW
606
Oxler Private Wealth
New York
$849K +$6.59K +40 +0.8%
ACM
607
Advisors Capital Management
New Jersey
$849K +$27.5K +167 +3%
SMC
608
Smith, Moore & Co
Missouri
$848K -$114K -694 -12%
LT
609
Lindsell Train
United Kingdom
$846K
GAM
610
Gotham Asset Management
New York
$843K -$1.42M -8,585 -63%
CCM
611
Chilton Capital Management
Texas
$837K
PWW
612
Pettyjohn Wood & White
Virginia
$836K +$103K +625 +14%
PGCM
613
Prescott Group Capital Management
Oklahoma
$830K
RIG
614
RiverFront Investment Group
Virginia
$828K
BHBT
615
Burke & Herbert Bank & Trust
Virginia
$821K
RT
616
Rockland Trust
Massachusetts
$815K -$13.8K -84 -2%
JF
617
Jump Financial
Illinois
$813K -$1.87M -11,363 -70%
CA
618
Cornerstone Advisors
North Carolina
$813K -$65.9K -400 -8%
RC
619
RBF Capital
California
$813K
IB
620
Intrust Bank
Kansas
$806K +$40.9K +248 +5%
CIA
621
Concurrent Investment Advisors
Florida
$806K -$24.7K -150 -3%
MHC
622
Meyer Handelman Company
New York
$797K
QCG
623
Quadrant Capital Group
Ohio
$793K +$356K +2,160 +82%
WG
624
Wealth Group
North Carolina
$786K +$31.8K +193 +4%
NMIMC
625
Northwestern Mutual Investment Management Company
Wisconsin
$783K +$3.63K +22 +0.5%

HSY Hedge Fund Activity: Q2 2025 in Review

1,310 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2025, worth a combined $21.3B — up 1.5% from $21B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of HSY and 114 opened new positions — a net loss of 19 holders — while 442 trimmed existing stakes and 518 added.

The largest buyer was Capital Research Global Investors, adding an estimated $248M. The largest seller was Capital International Investors, cutting an estimated $156M.

  • 1,310 institutional investors held Hershey (HSY) as of Q2 2025, down from 1,342 in Q1 2025.
  • Funds reported $21.3B of Hershey stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 114 funds opened new Hershey positions in Q2 2025 and 133 closed out, a net change of -19 holders.
  • The largest Hershey buyer in Q2 2025 was Capital Research Global Investors, an estimated $248M added.
  • The largest Hershey seller in Q2 2025 was Capital International Investors, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2025.