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1,412 hedge funds and large institutions have $23.2B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 445 increasing their positions, 527 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 93

17% more call options, than puts

Call options by funds: $322M | Put options by funds: $276M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 1,3571,412 (+55)

0.69% more ownership

Funds ownership: 85.42%86.12% (+0.69%)

2% less capital invested

Capital invested by funds: $23.7B → $23.2B (-$465M)

16% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 527

Holders
1,412
Holders Change
+55
Holders Change %
+4.05%
% of All Funds
17.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
175
Increased
445
Reduced
527
Closed
93
Calls
$322M
Puts
$276M
Net Calls
+$46.1M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
701
Oak Thistle LLC
New York
$718K -$2.03M -11,100 -74%
FCAS
702
First Command Advisory Services
Texas
$714K +$1.83K +10 +0.3%
IC
703
Inscription Capital
Texas
$713K -$109K -598 -13%
UCFA
704
United Capital Financial Advisors
Texas
$711K +$172K +940 +32%
CCWM
705
Cassaday & Co Wealth Management
Virginia
$707K -$14.8K -81 -2%
HZ
706
Hixon Zuercher
Ohio
$706K -$43.3K -237 -6%
GT
707
Glenview Trust
Kentucky
$703K -$347K -1,896 -33%
VFIC
708
Valley Forge Investment Consultants
Pennsylvania
$701K
WI
709
Wahed Invest
New York
$698K -$25.8K -141 -4%
KRSITF
710
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$698K
GAM
711
Grandview Asset Management
Pennsylvania
$692K -$1.1K -6 -0.2%
LCWP
712
Legacy Capital Wealth Partners
Arkansas
$691K -$13.3K -73 -2%
AWA
713
Aaron Wealth Advisors
Illinois
$689K -$387K -2,116 -36%
BBA
714
BLB&B Advisors
Pennsylvania
$686K -$28.9K -158 -4%
FAM
715
Formidable Asset Management
Ohio
$686K -$21.8K -119 -3%
CIA
716
Choate Investment Advisors
Massachusetts
$686K +$306K +1,675 +80%
FTC
717
Farmers Trust Company
Ohio
$685K
LA
718
Lifeworks Advisors
Michigan
$683K -$46.3K -253 -6%
BC
719
BDFS Capital
Delaware
$682K +$685K +3,745 New
S
720
SignatureFD
Georgia
$680K +$128K +698 +23%
OCBCO
721
Oversea-Chinese Banking Corp (OCBC)
Singapore
$674K +$267K +1,460 +65%
DWT
722
Dorsey & Whitney Trust
South Dakota
$670K -$137K -751 -17%
KA
723
Klingman & Associates
New York
$669K -$1.28K -7 -0.2%
HIC
724
Harvey Investment Company
Kentucky
$669K
AWE
725
Avidian Wealth Enterprises
Texas
$668K -$2.19K -12 -0.3%