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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
MWA
726
Midland Wealth Advisors
Illinois
$610K
FHB
727
First Hawaiian Bank
Hawaii
$608K -$48.6K -271 -7%
HWM
728
HB Wealth Management
Georgia
$607K +$110K +616 +21%
GAM
729
Groupama Asset Management
France
$596K -$712K -3,968 -53%
CA
730
Claro Advisors
Massachusetts
$595K -$395K -2,200 -39%
BCCM
731
Bridge Creek Capital Management
Massachusetts
$591K +$85.2K +475 +16%
AF
732
Arrow Financial
New York
$591K -$89.8K -501 -13%
HZ
733
Hixon Zuercher
Ohio
$586K -$10K -56 -2%
KA
734
Klingman & Associates
New York
$585K -$8.61K -48 -1%
AL
735
ADE LLC
Maryland
$579K
CG
736
Caprock Group
Idaho
$561K +$56.5K +315 +11%
AIM
737
Aigen Investment Management
New York
$561K +$594K +3,310 New
TFO
738
Tarbox Family Office
California
$560K
ONB
739
Old National Bancorp
Indiana
$560K +$45.9K +256 +8%
BFA
740
Buttonwood Financial Advisors
Maryland
$559K +$24.9K +139 +4%
SPA
741
Sherbrooke Park Advisers
New York
$558K +$590K +3,292 New
WFI
742
West Family Investments
California
$553K -$1.08K -6 -0.2%
IIM
743
Ipswich Investment Management
Massachusetts
$550K
OPTFSNA
744
Old Point Trust & Financial Services N A
Virginia
$549K +$12.6K +70 +2%
SFG
745
Shum Financial Group
California
$548K -$209K -1,163 -26%
AFIA
746
America First Investment Advisors
Nebraska
$545K
Tudor Investment Corp
747
Tudor Investment Corp
Connecticut
$543K +$76.8K +428 +15%
OL
748
one8zero8 LLC
North Carolina
$541K +$573K +3,194 New
SF
749
Summit Financial
New Jersey
$540K -$211K -1,179 -27%
SIM
750
Studio Investment Management
Illinois
$537K +$197K +1,096 +53%

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.