1,399 hedge funds and large institutions have $23.2B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 442 increasing their positions, 525 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:

0.69% more ownership

Funds ownership: 85.31%86% (+0.69%)

2% less capital invested

Capital invested by funds: $23.6B → $23.2B (-$465M)

16% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 525

Holders
1,399
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
$276M
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
UCFA
701
United Capital Financial Advisors
Texas
$711K
CCWM
702
Cassaday & Co Wealth Management
Virginia
$707K
HZ
703
Hixon Zuercher
Ohio
$706K
GT
704
Glenview Trust
Kentucky
$703K
VFIC
705
Valley Forge Investment Consultants
Pennsylvania
$701K
WI
706
Wahed Invest
New York
$698K
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$698K
GAM
708
Grandview Asset Management
Pennsylvania
$692K
LCWP
709
Legacy Capital Wealth Partners
Arkansas
$691K
AWA
710
Aaron Wealth Advisors
Illinois
$689K
BBA
711
BLB&B Advisors
Pennsylvania
$686K
FAM
712
Formidable Asset Management
Ohio
$686K
CIA
713
Choate Investment Advisors
Massachusetts
$686K
FTC
714
Farmers Trust Company
Ohio
$685K
LA
715
Lifeworks Advisors
Michigan
$683K
BC
716
BDFS Capital
Delaware
$682K
S
717
SignatureFD
Georgia
$680K
OCBCO
718
Oversea-Chinese Banking Corp (OCBC)
Singapore
$674K
DWT
719
Dorsey & Whitney Trust
South Dakota
$670K
KA
720
Klingman & Associates
New York
$669K
HIC
721
Harvey Investment Company
Kentucky
$669K
AWE
722
Avidian Wealth Enterprises
Texas
$668K
I
723
InceptionR
California
$665K
Koshinski Asset Management
724
Koshinski Asset Management
Illinois
$662K
TAM
725
Tocqueville Asset Management
New York
$655K