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Hershey

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
LA
676
Lifeworks Advisors
Michigan
$658K +$16.5K +100 +3%
KRSITF
677
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$657K -$45.3K -275 -6%
WI
678
Wahed Invest
New York
$657K +$653K +3,960 New
LBC
679
Lowe Brockenbrough & Co
Virginia
$655K -$6.76K -41 -1%
CCWM
680
Cassaday & Co Wealth Management
Virginia
$654K +$4.62K +28 +0.7%
FCAS
681
First Command Advisory Services
Texas
$650K +$16.2K +98 +3%
CFO
682
Callan Family Office
Pennsylvania
$649K +$255K +1,549 +66%
GAM
683
Grandview Asset Management
Pennsylvania
$643K -$15K -91 -2%
AWE
684
Avidian Wealth Enterprises
Texas
$640K +$2.64K +16 +0.4%
CMI
685
Clare Market Investments
Texas
$640K +$635K +3,855 New
VFIC
686
Valley Forge Investment Consultants
Pennsylvania
$639K
AWA
687
Arete Wealth Advisors
Illinois
$632K -$174K -1,053 -22%
MYAM
688
Meiji Yasuda Asset Management
Japan
$632K -$287K -1,739 -31%
BFG
689
Beacon Financial Group
Texas
$630K +$8.08K +49 +1%
BBA
690
BLB&B Advisors
Pennsylvania
$626K
FTC
691
Farmers Trust Company
Ohio
$624K -$24.7K -150 -4%
SF
692
Summit Financial
New Jersey
$624K +$226K +1,373 +58%
SWP
693
Significant Wealth Partners
Illinois
$623K +$24.2K +147 +4%
RC
694
Roundview Capital
New Jersey
$622K -$284K -1,720 -31%
BFA
695
Buttonwood Financial Advisors
Maryland
$619K +$79.4K +482 +15%
HIC
696
Harvey Investment Company
Kentucky
$610K
KA
697
Klingman & Associates
New York
$608K +$12.9K +78 +2%
SFI
698
SPC Financial Inc
Maryland
$605K +$20.6K +125 +4%
DI
699
Diligent Investors
California
$605K
ST
700
Somerset Trust
Pennsylvania
$604K -$13.5K -82 -2%

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.