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Hershey
HSY

Overview Fund Activity

1,328 hedge funds and large institutions have $20.7B invested in Hershey in 2025 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 525 increasing their positions, 428 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,328
Holders Change
-5
Holders Change %
-0.38%
% of All Funds
18.04%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
158
Increased
525
Reduced
428
Closed
139
Calls
$593M
Puts
$466M
Net Calls
+$127M
Net Calls Change
-$565M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$138M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$109M
3
Morgan Stanley
Morgan Stanley
New York
+$108M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$95.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$90.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$146M
2
SCM
Sterling Capital Management
North Carolina
-$97.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$91M
4
UBS AM
UBS AM
Illinois
-$64M
5
Squarepoint
Squarepoint
New York
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
676
Maridea Wealth Management
New York
$698K +$698K +4,084 New
BCWM
677
Bartlett & Co Wealth Management
Ohio
$697K -$21.9K -128 -3%
SMG
678
Smart Money Group
Texas
$693K +$270K +1,576 +64%
IWN
679
Independent Wealth Network
Iowa
$691K +$15.7K +92 +2%
BCCM
680
Bridge Creek Capital Management
Massachusetts
$688K +$90.6K +530 +15%
MWM
681
Mission Wealth Management
California
$685K -$61.1K -357 -8%
WA
682
Wealth Alliance
New York
$684K +$455K +2,658 +198%
MAM
683
Marquette Asset Management
Minnesota
$684K – – –
GFA
684
Gifford Fong Associates
California
$684K – – –
HZ
685
Hixon Zuercher
Ohio
$684K +$91.5K +535 +15%
LBC
686
Lowe Brockenbrough & Co
Virginia
$682K +$342 +2 +0.1%
FAM
687
Formidable Asset Management
Ohio
$680K +$342 +2 +0.1%
GAM
688
Grandview Asset Management
Pennsylvania
$678K -$7.53K -44 -1%
EFG
689
Ethos Financial Group
Pennsylvania
$674K – – –
SFG
690
Stonebridge Financial Group
Pennsylvania
$670K -$21K -123 -3%
FTC
691
Farmers Trust Company
Ohio
$669K – – –
CCWM
692
Cassaday & Co Wealth Management
Virginia
$669K +$4.96K +29 +0.7%
SCI
693
Silver Coast Investments
United States
$667K +$171 +1 +0%
ONSWM
694
Old North State Wealth Management
North Carolina
$665K +$144K +840 +28%
LA
695
Lifeworks Advisors
Michigan
$661K +$180K +1,051 +37%
VFIC
696
Valley Forge Investment Consultants
Pennsylvania
$658K – – –
AWE
697
Avidian Wealth Enterprises
Texas
$657K -$17.8K -104 -3%
TIM
698
Tevis Investment Management
Texas
$653K – – –
FCAS
699
First Command Advisory Services
Texas
$653K +$6.84K +40 +1%
NAMP
700
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$650K – – –
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