We are live on ! Find out more

1,472 hedge funds and large institutions have $25.9B invested in Hershey in 2026 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 538 increasing their positions, 467 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 110

35% more call options, than puts

Call options by funds: $307M | Put options by funds: $228M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 467

12% more capital invested

Capital invested by funds: $23.2B → $25.9B (+$2.67B)

4% more funds holding

Funds holding: 1,4131,472 (+59)

2.04% less ownership

Funds ownership: 86.12%84.07% (-2%)

Holders
1,472
Holders Change
+59
Holders Change %
+4.18%
% of All Funds
18.1%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
193
Increased
538
Reduced
467
Closed
110
Calls
$307M
Puts
$228M
Net Calls
+$79.3M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
701
MUFG Securities Americas
New York
$852K +$23K +109 +3%
HZ
702
Hixon Zuercher
Ohio
$850K +$43.2K +205 +5%
SVWAG
703
Sound View Wealth Advisors Group
Georgia
$848K -$45.1K -214 -5%
WI
704
WBI Investments
New Jersey
$845K +$22.1K +105 +3%
MS
705
Millington Securities
New Jersey
$845K +$857K +4,065 New
SFGP
706
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$842K +$3.8K +18 +0.4%
MAM
707
Marquette Asset Management
Minnesota
$833K
SAM
708
Securian Asset Management
Minnesota
$828K
FCAS
709
First Command Advisory Services
Texas
$825K +$9.49K +45 +1%
HPC
710
HM Payson & Co
Maine
$824K
TA
711
Tectonic Advisors
Texas
$817K -$44.1K -209 -5%
TCIIS
712
TIAA-CREF Individual & Institutional Services
New York
$813K +$825K +3,911 New
1C
713
111 Capital
France
$805K +$503K +2,384 +160%
AIM
714
Aigen Investment Management
New York
$805K +$816K +3,870 New
HWAM
715
Hennion & Walsh Asset Management
New Jersey
$802K +$66K +313 +9%
CL
716
Choreo LLC
Illinois
$802K +$386K +1,829 +90%
VFIC
717
Valley Forge Investment Consultants
Pennsylvania
$800K
DWP
718
Daymark Wealth Partners
Ohio
$800K +$60.9K +289 +8%
Jennison Associates
719
Jennison Associates
New York
$800K +$379K +1,799 +88%
SFG
720
SageGuard Financial Group
Tennessee
$799K -$41.3K -196 -5%
KRSITF
721
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$797K
CCWM
722
Cassaday & Co Wealth Management
Virginia
$792K -$15.8K -75 -2%
BBA
723
BLB&B Advisors
Pennsylvania
$787K +$2.95K +14 +0.4%
CIA
724
Choate Investment Advisors
Massachusetts
$784K +$633 +3 +0.1%
FTC
725
Farmers Trust Company
Ohio
$782K

HSY Hedge Fund Activity: Q1 2026 in Review

1,472 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2026, worth a combined $25.9B — up 12% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new HSY positions and 110 closed out — a net gain of 83 holders — while 538 added to existing stakes and 467 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $580M. The largest seller was Capital International Investors, exiting entirely with an estimated $1.66B sold.

  • 1,472 institutional investors held Hershey (HSY) as of Q1 2026, up from 1,413 in Q4 2025.
  • Funds reported $25.9B of Hershey stock for Q1 2026, up 12% quarter-over-quarter.
  • 193 funds opened new Hershey positions in Q1 2026 and 110 closed out, a net change of +83 holders.
  • The largest Hershey buyer in Q1 2026 was Capital World Investors, an estimated $580M added.
  • The largest Hershey seller in Q1 2026 was Capital International Investors, an estimated $1.66B sold.

Based on aggregated 13F filings for Q1 2026.