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1,412 hedge funds and large institutions have $23.2B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 445 increasing their positions, 527 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 93

17% more call options, than puts

Call options by funds: $322M | Put options by funds: $276M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 1,3571,412 (+55)

0.69% more ownership

Funds ownership: 85.42%86.12% (+0.69%)

2% less capital invested

Capital invested by funds: $23.7B → $23.2B (-$465M)

16% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 527

Holders
1,412
Holders Change
+55
Holders Change %
+4.05%
% of All Funds
17.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
175
Increased
445
Reduced
527
Closed
93
Calls
$322M
Puts
$276M
Net Calls
+$46.1M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
676
Forvis Mazars Wealth Advisors
Missouri
$777K -$2.38K -13 -0.3%
FWCM
677
Ferguson Wellman Capital Management
Oregon
$769K -$567K -3,100 -42%
IAG
678
Ipsen Advisor Group
Arkansas
$769K
Fisher Asset Management
679
Fisher Asset Management
Washington
$767K +$506K +2,766 +191%
GAM
680
Gotham Asset Management
New York
$767K -$85.2K -466 -10%
LOWM
681
Laurel Oak Wealth Management
New Jersey
$765K +$769K +4,204 New
MSWM
682
Master's Wealth Management
Pennsylvania
$764K +$294K +1,609 +62%
VCA
683
Verdence Capital Advisors
Maryland
$761K -$23.8K -130 -3%
SC
684
Schulhoff & Co
Ohio
$761K
FPAS
685
Focus Partners Advisor Solutions
Missouri
$760K +$764K +4,177 New
IWN
686
Independent Wealth Network
Iowa
$757K +$13.2K +72 +2%
TA
687
Tectonic Advisors
Texas
$753K -$18.1K -99 -2%
PTC
688
Philadelphia Trust Company
Pennsylvania
$750K -$108K -590 -13%
WA
689
Wealth Alliance
New York
$749K +$29.3K +160 +4%
RWA
690
River Wealth Advisors
Pennsylvania
$747K -$20.7K -113 -3%
BCWM
691
Bartlett & Co Wealth Management
Ohio
$745K +$731 +4 +0.1%
SFG
692
SageGuard Financial Group
Tennessee
$735K +$739K +4,040 New
SFGP
693
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$734K -$22.5K -123 -3%
MAM
694
Marquette Asset Management
Minnesota
$729K -$1.83K -10 -0.2%
GFA
695
Gifford Fong Associates
California
$728K
MSA
696
MUFG Securities Americas
New York
$726K -$731 -4 -0.1%
SAM
697
Securian Asset Management
Minnesota
$725K -$555K -3,036 -43%
HPC
698
HM Payson & Co
Maine
$721K -$18.3K -100 -2%
AWA
699
Arete Wealth Advisors
Illinois
$721K -$1.28K -7 -0.2%
WI
700
WBI Investments
New Jersey
$721K +$724K +3,960 New