1,379 hedge funds and large institutions have $23.1B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 438 increasing their positions, 521 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.37% more ownership

Funds ownership: 85.27%85.64% (+0.37%)

2% less capital invested

Capital invested by funds: $23.6B → $23.1B (-$543M)

16% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 521

Holders
1,379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$322M
Puts
$274M
Net Calls
Net Calls Change

Top Buyers

1 +$163M
2 +$140M
3 +$105M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$102M
5
Squarepoint
Squarepoint
New York
+$88.1M

Top Sellers

1 -$270M
2 -$183M
3 -$181M
4
Macquarie Group
Macquarie Group
Australia
-$106M
5
UBS Group
UBS Group
Switzerland
-$88.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWN
676
Independent Wealth Network
Iowa
$757K
TA
677
Tectonic Advisors
Texas
$753K
PTC
678
Philadelphia Trust Company
Pennsylvania
$750K
WA
679
Wealth Alliance
New York
$749K
RWA
680
River Wealth Advisors
Pennsylvania
$747K
BCWM
681
Bartlett & Co Wealth Management
Ohio
$745K
SFG
682
SageGuard Financial Group
Tennessee
$735K
SFGP
683
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$734K
MAM
684
Marquette Asset Management
Minnesota
$729K
GFA
685
Gifford Fong Associates
California
$728K
MSA
686
MUFG Securities Americas
New York
$726K
SAM
687
Securian Asset Management
Minnesota
$725K
HPC
688
HM Payson & Co
Maine
$721K
AWA
689
Arete Wealth Advisors
Illinois
$721K
WI
690
WBI Investments
New Jersey
$721K
OTL
691
Oak Thistle LLC
New York
$718K
FCAS
692
First Command Advisory Services
Texas
$714K
IC
693
Inscription Capital
Texas
$713K
UCFA
694
United Capital Financial Advisors
Texas
$711K
CCWM
695
Cassaday & Co Wealth Management
Virginia
$707K
HZ
696
Hixon Zuercher
Ohio
$706K
GT
697
Glenview Trust
Kentucky
$703K
VFIC
698
Valley Forge Investment Consultants
Pennsylvania
$701K
WI
699
Wahed Invest
New York
$698K
KRSITF
700
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$698K