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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
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$710K -$11.5K -70 -2%
Squarepoint
652
Squarepoint
New York
$710K -$36.2M -219,426 -98%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$705K +$244K +1,480 +53%
WA
654
Wealth Alliance
New York
$703K +$38.9K +236 +6%
IAG
655
Ipsen Advisor Group
Arkansas
$701K +$696K +4,224 New
TRCT
656
Tower Research Capital (TRC)
New York
$700K +$156K +947 +29%
RWA
657
River Wealth Advisors
Pennsylvania
$700K
TSMHT
658
Thurston Springer Miller Herd & Titak
Indiana
$698K +$90.7K +550 +15%
OC
659
Oakworth Capital
Alabama
$697K -$5.44K -33 -0.8%
SFGP
660
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$695K +$44.5K +270 +7%
WANY
661
Wealthspire Advisors (New York)
New York
$694K -$1.34M -8,148 -66%
SC
662
Schulhoff & Co
Ohio
$694K
UF
663
Univest Financial
Pennsylvania
$685K -$50.3K -305 -7%
FAM
664
Formidable Asset Management
Ohio
$680K
HZ
665
Hixon Zuercher
Ohio
$679K +$15.7K +95 +2%
AAM
666
Aureus Asset Management
Massachusetts
$679K -$65.9K -400 -9%
BCWM
667
Bartlett & Co Wealth Management
Ohio
$677K
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$675K -$66.1K -401 -9%
IWN
669
Independent Wealth Network
Iowa
$672K +$1.15K +7 +0.2%
AFCM
670
Applied Finance Capital Management
Puerto Rico
$670K -$176K -1,068 -21%
MWM
671
Mission Wealth Management
California
$667K +$3.13K +19 +0.5%
SIM
672
Stratos Investment Management
Ohio
$665K +$55.9K +339 +9%
GFA
673
Gifford Fong Associates
California
$664K
MAM
674
Marquette Asset Management
Minnesota
$664K
FFA
675
Florida Financial Advisors
Florida
$660K +$56.9K +345 +9%

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.