We are live on ! Find out more

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
BC
676
Bayforest Capital
United Kingdom
$722K +$553K +3,378 +401%
RWA
677
River Wealth Advisors
Pennsylvania
$721K +$16.7K +102 +2%
HWM
678
HB Wealth Management
Georgia
$717K +$99.2K +606 +17%
SC
679
Schulhoff & Co
Ohio
$715K -$18.8K -115 -3%
IMCOOI
680
Investment Management Corp of Ontario (IMCO)
Canada
$707K +$676K +4,131 New
WF
681
Welch & Forbes
Massachusetts
$701K -$98.2K -600 -13%
HAG
682
HighPoint Advisor Group
Illinois
$699K +$22.8K +139 +3%
MWM
683
Maridea Wealth Management
New York
$698K +$669K +4,084 New
BCWM
684
Bartlett & Co Wealth Management
Ohio
$697K -$21K -128 -3%
SMG
685
Smart Money Group
Texas
$693K +$258K +1,576 +64%
IWN
686
Independent Wealth Network
Iowa
$691K +$15.1K +92 +2%
BCCM
687
Bridge Creek Capital Management
Massachusetts
$688K +$86.8K +530 +15%
MWM
688
Mission Wealth Management
California
$685K -$58.4K -357 -8%
WA
689
Wealth Alliance
New York
$684K +$435K +2,658 +198%
MAM
690
Marquette Asset Management
Minnesota
$684K
GFA
691
Gifford Fong Associates
California
$684K
HZ
692
Hixon Zuercher
Ohio
$684K +$87.6K +535 +15%
LBC
693
Lowe Brockenbrough & Co
Virginia
$682K +$327 +2 +0.1%
FAM
694
Formidable Asset Management
Ohio
$680K +$327 +2 +0.1%
GAM
695
Grandview Asset Management
Pennsylvania
$678K -$7.2K -44 -1%
EFG
696
Ethos Financial Group
Pennsylvania
$674K
SFGP
697
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$670K -$20.1K -123 -3%
FTC
698
Farmers Trust Company
Ohio
$669K
CCWM
699
Cassaday & Co Wealth Management
Virginia
$669K +$4.75K +29 +0.7%
SCI
700
Silver Coast Investments
United States
$667K +$164 +1 +0%

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.