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1,342 hedge funds and large institutions have $21B invested in Hershey in 2025 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 532 increasing their positions, 432 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more call options, than puts

Call options by funds: $593M | Put options by funds: $466M

23% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 432

13% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 141

0.87% more ownership

Funds ownership: 82.18%83.05% (+0.87%)

0% less funds holding

Funds holding: 1,3431,342 (-1)

1% less capital invested

Capital invested by funds: $21.3B → $21B (-$267M)

Holders
1,342
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
17.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
159
Increased
532
Reduced
432
Closed
141
Calls
$593M
Puts
$466M
Net Calls
+$127M
Net Calls Change
-$565M
Name Holding Trade Value Shares
Change
Change in
Stake
RIG
626
RiverFront Investment Group
Virginia
$853K -$260K -1,589 -24%
HI
627
Horizon Investments
North Carolina
$852K +$29.8K +182 +4%
BHBT
628
Burke & Herbert Bank & Trust
Virginia
$847K
ACM
629
Advisors Capital Management
New Jersey
$846K +$82.4K +503 +11%
GWP
630
Gen-Wealth Partners
Michigan
$842K +$198K +1,212 +33%
RC
631
RBF Capital
California
$838K +$802K +4,900 New
SW
632
SlateStone Wealth
Florida
$835K -$327K -1,999 -29%
MCC
633
Money Concepts Capital
Florida
$833K +$102K +624 +15%
AWA
634
Arete Wealth Advisors
Illinois
$832K +$26.2K +160 +3%
HI
635
Harbour Investments
Wisconsin
$831K -$57.6K -352 -7%
QWM
636
Quadcap Wealth Management
Texas
$827K +$320K +1,956 +68%
MHC
637
Meyer Handelman Company
New York
$821K
FFM
638
Forum Financial Management
Illinois
$820K +$37.5K +229 +5%
HAIM
639
Hunter Associates Investment Management
Pennsylvania
$816K -$87.8K -536 -10%
AWA
640
Aaron Wealth Advisors
Illinois
$815K +$14.1K +86 +2%
BMCM
641
Bryn Mawr Capital Management
Pennsylvania
$811K -$253K -1,544 -25%
PTC
642
Philadelphia Trust Company
Pennsylvania
$805K -$164K -1,000 -18%
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$804K +$1.31K +8 +0.2%
MMPW
644
Mitchell McLeod Pugh & Williams
Alabama
$798K -$19K -116 -2%
Nomura Holdings
645
Nomura Holdings
Japan
$797K -$1.12M -6,857 -60%
TA
646
Tectonic Advisors
Texas
$793K +$280K +1,712 +59%
IB
647
Intrust Bank
Kansas
$789K +$98.6K +602 +15%
TYCC
648
Texas Yale Capital Corp
Florida
$788K +$312K +1,905 +71%
NB
649
NBT Bank
New York
$787K
IFU
650
iSAM Funds (UK)
United Kingdom
$787K +$523K +3,194 +227%

HSY Hedge Fund Activity: Q1 2025 in Review

1,342 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2025, worth a combined $21B — down 1.3% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new HSY positions and 141 closed out — a net gain of 18 holders — while 532 added to existing stakes and 432 trimmed.

The largest buyer was Norges Bank, adding an estimated $221M. The largest seller was Capital International Investors, cutting an estimated $140M.

  • 1,342 institutional investors held Hershey (HSY) as of Q1 2025, down from 1,343 in Q4 2024.
  • Funds reported $21B of Hershey stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 159 funds opened new Hershey positions in Q1 2025 and 141 closed out, a net change of +18 holders.
  • The largest Hershey buyer in Q1 2025 was Norges Bank, an estimated $221M added.
  • The largest Hershey seller in Q1 2025 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2025.