We are live on ! Find out more

1,343 hedge funds and large institutions have $21.3B invested in Hershey in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 432 increasing their positions, 528 reducing their positions, and 213 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $610M

1.5% less ownership

Funds ownership: 83.68%82.18% (-1.5%)

4% less funds holding

Funds holding: 1,3941,343 (-51)

10% less capital invested

Capital invested by funds: $23.6B → $21.3B (-$2.3B)

13% less first-time investments, than exits

New positions opened: 186 | Existing positions closed: 213

18% less repeat investments, than reductions

Existing positions increased: 432 | Existing positions reduced: 528

44% less funds holding in top 10

Funds holding in top 10: 95 (-4)

Holders
1,343
Holders Change
-51
Holders Change %
-3.66%
% of All Funds
17.69%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.07%
New
186
Increased
432
Reduced
528
Closed
213
Calls
$1.3B
Puts
$610M
Net Calls
+$692M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
FTC
701
Farmers Trust Company
Ohio
$663K +$26.9K +150 +4%
PWW
702
Pettyjohn Wood & White
Virginia
$660K +$61.9K +345 +10%
SCI
703
Silver Coast Investments
United States
$660K +$23.3K +130 +3%
BBVA
704
Banco Bilbao Vizcaya Argentaria
Spain
$660K -$299K -1,667 -30%
CCWM
705
Cassaday & Co Wealth Management
Virginia
$658K +$4.84K +27 +0.7%
CSI
706
Clark & Stuart Inc
Maine
$654K +$692K +3,860 New
TIM
707
Tevis Investment Management
Texas
$653K +$691K +3,855 New
VFIC
708
Valley Forge Investment Consultants
Pennsylvania
$652K
AIM
709
Alhambra Investment Management
Florida
$650K +$76.4K +426 +12%
FW
710
FullCircle Wealth
Texas
$649K +$472K +2,630 +187%
HAG
711
HighPoint Advisor Group
Illinois
$648K -$25.3K -141 -3%
PA
712
Parallel Advisors
California
$645K -$115K -642 -14%
NAMP
713
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$644K
FCAS
714
First Command Advisory Services
Texas
$640K
GWP
715
Gen-Wealth Partners
Michigan
$629K +$147K +822 +28%
ET
716
Entropy Technologies
New York
$627K -$492K -2,745 -43%
SG
717
StoneX Group
New York
$625K +$114K +636 +21%
HPC
718
HM Payson & Co
Maine
$624K -$538 -3 -0.1%
HIC
719
Harvey Investment Company
Kentucky
$622K
CWM
720
Congress Wealth Management
Massachusetts
$620K -$1.24M -6,897 -65%
DI
721
Diligent Investors
California
$618K -$35.9K -200 -5%
DA
722
Dillon & Associates
Michigan
$614K -$36K -201 -5%
OIA
723
OneDigital Investment Advisors
Kansas
$614K -$11.7K -65 -2%
CFGS
724
Concourse Financial Group Securities
Alabama
$613K +$14.5K +81 +2%
CAMG
725
CWA Asset Management Group
Florida
$612K -$24.7K -138 -4%

HSY Hedge Fund Activity: Q4 2024 in Review

1,343 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q4 2024, worth a combined $21.3B — down 9.7% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 213 funds closed out of HSY and 186 opened new positions — a net loss of 27 holders — while 528 trimmed existing stakes and 432 added.

The largest buyer was Capital International Investors, adding an estimated $535M. The largest seller was JP Morgan Chase, cutting an estimated $323M.

  • 1,343 institutional investors held Hershey (HSY) as of Q4 2024, down from 1,394 in Q3 2024.
  • Funds reported $21.3B of Hershey stock for Q4 2024, down 9.7% quarter-over-quarter.
  • 186 funds opened new Hershey positions in Q4 2024 and 213 closed out, a net change of -27 holders.
  • The largest Hershey buyer in Q4 2024 was Capital International Investors, an estimated $535M added.
  • The largest Hershey seller in Q4 2024 was JP Morgan Chase, an estimated $323M sold.

Based on aggregated 13F filings for Q4 2024.