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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
BCWM
676
Bartlett & Co Wealth Management
Ohio
$712K +$6.63K +37 +0.9%
PWP
677
Precedent Wealth Partners
Texas
$708K +$18.8K +105 +3%
TMAM
678
Tokio Marine Asset Management
Japan
$704K -$13.1K -73 -2%
CSC
679
Caldwell Sutter Capital
California
$703K +$92.7K +517 +14%
AFCM
680
Applied Finance Capital Management
Puerto Rico
$701K -$2.33K -13 -0.3%
FFA
681
Florida Financial Advisors
Florida
$699K +$139K +775 +23%
RWA
682
River Wealth Advisors
Pennsylvania
$697K -$53.3K -297 -7%
RGF
683
Retirement Guys Formula
Ohio
$689K +$60.6K +338 +9%
AMCA
684
Arthur M. Cohen & Associates
Illinois
$686K -$402K -2,240 -36%
SFGP
685
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$685K +$725K +4,042 New
SVWAG
686
Sound View Wealth Advisors Group
Georgia
$684K +$31.7K +177 +5%
GAM
687
Grandview Asset Management
Pennsylvania
$679K +$719K +4,007 New
IB
688
Intrust Bank
Kansas
$679K -$26.5K -148 -4%
MAM
689
Marquette Asset Management
Minnesota
$677K
GFA
690
Gifford Fong Associates
California
$677K
CFB
691
Cullen/Frost Bankers
Texas
$676K +$17K +95 +2%
LBC
692
Lowe Brockenbrough & Co
Virginia
$675K +$15.2K +85 +2%
FAM
693
Formidable Asset Management
Ohio
$673K -$67.4K -376 -9%
EFG
694
Ethos Financial Group
Pennsylvania
$671K +$266K +1,483 +60%
IWN
695
Independent Wealth Network
Iowa
$669K -$62.2K -347 -8%
AWE
696
Avidian Wealth Enterprises
Texas
$668K -$3.94K -22 -0.6%
TRIA
697
Trail Ridge Investment Advisors
Colorado
$666K +$1.44K +8 +0.2%
CA
698
Commerzbank Aktiengesellschaft
Germany
$665K +$188K +1,051 +36%
NC
699
Napatree Capital
Rhode Island
$665K +$15.6K +87 +2%
BBA
700
BLB&B Advisors
Pennsylvania
$664K -$17.9K -100 -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.