We are live on ! Find out more

1,342 hedge funds and large institutions have $21B invested in Hershey in 2025 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 532 increasing their positions, 432 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more call options, than puts

Call options by funds: $593M | Put options by funds: $466M

23% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 432

13% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 141

0.87% more ownership

Funds ownership: 82.18%83.05% (+0.87%)

0% less funds holding

Funds holding: 1,3431,342 (-1)

1% less capital invested

Capital invested by funds: $21.3B → $21B (-$267M)

Holders
1,342
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
17.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
159
Increased
532
Reduced
432
Closed
141
Calls
$593M
Puts
$466M
Net Calls
+$127M
Net Calls Change
-$565M
Name Holding Trade Value Shares
Change
Change in
Stake
ONSWM
701
Old North State Wealth Management
North Carolina
$665K +$138K +840 +28%
LA
702
Lifeworks Advisors
Michigan
$661K +$172K +1,051 +37%
VFIC
703
Valley Forge Investment Consultants
Pennsylvania
$658K
AWE
704
Avidian Wealth Enterprises
Texas
$657K -$17K -104 -3%
TIM
705
Tevis Investment Management
Texas
$653K
FCAS
706
First Command Advisory Services
Texas
$653K +$6.55K +40 +1%
NAMP
707
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$650K
BBA
708
BLB&B Advisors
Pennsylvania
$645K -$24.6K -150 -4%
SPA
709
Sherbrooke Park Advisers
New York
$645K +$78.1K +477 +14%
BFG
710
Beacon Financial Group
Texas
$641K +$259K +1,582 +73%
PA
711
Parallel Advisors
California
$640K -$10.5K -64 -2%
FIM
712
Freedom Investment Management
Connecticut
$637K -$153K -937 -20%
ST
713
Somerset Trust
Pennsylvania
$636K +$100K +611 +20%
BP
714
Ballentine Partners
Massachusetts
$633K +$174K +1,065 +40%
SGI
715
Summit Global Investments
Utah
$630K -$103K -631 -15%
HIC
716
Harvey Investment Company
Kentucky
$628K
SIM
717
Stratos Investment Management
Ohio
$628K +$601K +3,669 New
TSMHT
718
Thurston Springer Miller Herd & Titak
Indiana
$625K +$153K +935 +34%
DI
719
Diligent Investors
California
$623K -$327 -2 -0.1%
FFA
720
Florida Financial Advisors
Florida
$622K -$81K -495 -12%
SWP
721
Significant Wealth Partners
Illinois
$617K +$97.1K +593 +20%
Walleye Capital
722
Walleye Capital
New York
$616K +$590K +3,604 New
MWA
723
Midland Wealth Advisors
Illinois
$616K
KA
724
Klingman & Associates
New York
$613K +$21.9K +134 +4%
SFI
725
SPC Financial Inc
Maryland
$602K +$69.1K +422 +14%

HSY Hedge Fund Activity: Q1 2025 in Review

1,342 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2025, worth a combined $21B — down 1.3% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new HSY positions and 141 closed out — a net gain of 18 holders — while 532 added to existing stakes and 432 trimmed.

The largest buyer was Norges Bank, adding an estimated $221M. The largest seller was Capital International Investors, cutting an estimated $140M.

  • 1,342 institutional investors held Hershey (HSY) as of Q1 2025, down from 1,343 in Q4 2024.
  • Funds reported $21B of Hershey stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 159 funds opened new Hershey positions in Q1 2025 and 141 closed out, a net change of +18 holders.
  • The largest Hershey buyer in Q1 2025 was Norges Bank, an estimated $221M added.
  • The largest Hershey seller in Q1 2025 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2025.