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Hershey
HSY

1,357 hedge funds and large institutions have $23.7B invested in Hershey in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 482 increasing their positions, 454 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 94

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

11% more capital invested

Capital invested by funds: $21.3B → $23.7B (+$2.36B)

4% more funds holding

Funds holding: 1,310 → 1,357 (+47)

8% more call options, than puts

Call options by funds: $379M | Put options by funds: $351M

6% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 454

1.32% less ownership

Funds ownership: 86.75% → 85.42% (-1.3%)

Holders
1,357
Holders Change
+47
Holders Change %
+3.59%
% of All Funds
17.81%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
159
Increased
482
Reduced
454
Closed
94
Calls
$379M
Puts
$351M
Net Calls
+$28.2M
Net Calls Change
+$101M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$251M
2
First Trust Advisors
First Trust Advisors
Illinois
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$110M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$73.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
JP Morgan Chase
JP Morgan Chase
New York
-$260M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$146M
4
Amundi
Amundi
France
-$86.9M
5
UBS AM
UBS AM
Illinois
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
701
Chesapeake Capital Corp
Florida
$698K +$678K +3,729 New
KA
702
Klingman & Associates
New York
$689K +$3.63K +20 +0.5%
AWE
703
Avidian Wealth Enterprises
Texas
$689K -$31.4K -173 -4%
CFO
704
Callan Family Office
Pennsylvania
$688K -$43.1K -237 -6%
HIC
705
Harvey Investment Company
Kentucky
$687K – – –
HWM
706
HB Wealth Management
Georgia
$687K +$127K +699 +24%
SFI
707
SPC Financial Inc
Maryland
$686K +$3.82K +21 +0.6%
RC
708
Roundview Capital
New Jersey
$677K -$24.4K -134 -4%
TAM
709
Tocqueville Asset Management
New York
$674K +$54.5K +300 +9%
MWA
710
Midland Wealth Advisors
Illinois
$673K – – –
NAMP
711
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$673K – – –
DI
712
Diligent Investors
California
$672K -$9.09K -50 -1%
WIA
713
World Investment Advisors
California
$668K +$649K +3,573 New
1C
714
111 Capital
France
$663K +$644K +3,543 New
AFCM
715
Applied Finance Capital Management
Puerto Rico
$661K -$91.4K -503 -12%
WF
716
Welch & Forbes
Massachusetts
$660K +$5.45K +30 +0.9%
DWP
717
Daymark Wealth Partners
Ohio
$658K +$116K +637 +22%
SCI
718
Silver Coast Investments
United States
$657K -$1.27K -7 -0.2%
ACM
719
Adalta Capital Management
New York
$639K +$95.4K +525 +18%
AG
720
Ascent Group
Virginia
$634K -$465K -2,561 -43%
FAM
721
Formidable Asset Management
Ohio
$628K -$34.3K -189 -5%
MWM
722
Modern Wealth Management
Kansas
$628K +$262K +1,440 +75%
Assenagon Asset Management
723
Assenagon Asset Management
Luxembourg
$627K -$2.62M -14,432 -81%
Koshinski Asset Management
724
Koshinski Asset Management
Illinois
$621K +$7.63K +42 +1%
TFO
725
Tarbox Family Office
California
$619K – – –
27 28
29
30 31

HSY Hedge Fund Activity: Q3 2025 in Review

1,357 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q3 2025, worth a combined $23.7B — up 11% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new HSY positions and 94 closed out — a net gain of 65 holders — while 482 added to existing stakes and 454 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $251M. The largest seller was Capital International Investors, cutting an estimated $314M.

  • 1,357 institutional investors held Hershey (HSY) as of Q3 2025, up from 1,310 in Q2 2025.
  • Funds reported $23.7B of Hershey stock for Q3 2025, up 11% quarter-over-quarter.
  • 159 funds opened new Hershey positions in Q3 2025 and 94 closed out, a net change of +65 holders.
  • The largest Hershey buyer in Q3 2025 was Citadel Advisors, an estimated $251M added.
  • The largest Hershey seller in Q3 2025 was Capital International Investors, an estimated $314M sold.

Based on aggregated 13F filings for Q3 2025.