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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
FMWA
651
Forvis Mazars Wealth Advisors
Missouri
$774K
FFM
652
Forum Financial Management
Illinois
$774K +$78.5K +438 +11%
GAA
653
Guardian Asset Advisors
Pennsylvania
$766K -$786K -4,382 -49%
UF
654
Univest Financial
Pennsylvania
$762K +$12.2K +68 +2%
BOTPPF
655
Board of the Pension Protection Fund
United Kingdom
$762K +$807K +4,500 New
AC
656
Allstate Corporation
Illinois
$757K +$802K +4,471 New
ACM
657
Advisors Capital Management
New Jersey
$753K -$199K -1,111 -20%
ClearBridge Investments
658
ClearBridge Investments
New York
$752K -$179K -1,000 -18%
JFG
659
Jefferies Financial Group
New York
$750K -$3.96M -22,074 -83%
DWT
660
Dorsey & Whitney Trust
South Dakota
$747K +$8.79K +49 +1%
SAMT
661
Select Asset Management & Trust
Pennsylvania
$746K +$565K +3,153 +252%
WIC
662
Woodmont Investment Counsel
Tennessee
$741K -$86.3K -481 -10%
KFI
663
Key Financial Inc
Pennsylvania
$739K
MWM
664
Mission Wealth Management
California
$738K +$782K +4,360 New
KWM
665
KFG Wealth Management
Indiana
$738K +$137K +765 +21%
VCA
666
Verdence Capital Advisors
Maryland
$733K +$1.97K +11 +0.3%
SGI
667
Summit Global Investments
Utah
$730K -$6.1K -34 -0.8%
HCM
668
Helios Capital Management
Singapore
$728K
SC
669
Schulhoff & Co
Ohio
$728K +$20.6K +115 +3%
AWM
670
AE Wealth Management
Kansas
$725K +$57.6K +321 +8%
PWG
671
Portside Wealth Group
Utah
$722K +$83.6K +466 +12%
GF
672
Gabelli Funds
New York
$720K +$44.8K +250 +6%
MCC
673
Money Concepts Capital
Florida
$719K +$56.7K +316 +8%
TCPG
674
Trivant Custom Portfolio Group
California
$715K -$296K -1,651 -28%
WG
675
Wealth Group
North Carolina
$715K +$16.7K +93 +2%

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.