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
GLA
751
Good Life Advisors
Pennsylvania
$536K -$338K -1,884 -37%
FMB
752
Field & Main Bank
Kentucky
$535K -$243K -1,355 -30%
Assenagon Asset Management
753
Assenagon Asset Management
Luxembourg
$530K -$8.29M -46,203 -94%
CFO
754
Callan Family Office
Pennsylvania
$529K +$561K +3,126 New
FNT
755
First National Trust
Pennsylvania
$527K -$2.69K -15 -0.5%
ST
756
Somerset Trust
Pennsylvania
$526K -$171K -954 -23%
SFI
757
SPC Financial Inc
Maryland
$525K -$288K -1,605 -34%
SLI
758
Sumitomo Life Insurance
Japan
$519K -$18.5K -103 -3%
AWAG
759
ARS Wealth Advisors Group
Florida
$516K +$62.4K +348 +13%
AWM
760
Avior Wealth Management
Nebraska
$516K +$31.4K +175 +6%
KRSITF
761
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$516K +$167K +933 +21%
HA
762
Hamel Associates
New Jersey
$514K -$2.52M -14,068 -82%
OC
763
Oakworth Capital
Alabama
$514K -$13.6K -76 -2%
ONSWM
764
Old North State Wealth Management
North Carolina
$513K +$544K +3,031 New
GAM
765
Gotham Asset Management
New York
$511K +$26K +145 +5%
SWP
766
Significant Wealth Partners
Illinois
$510K +$298K +1,660 +123%
ATC
767
Argent Trust Co
Tennessee
$508K
LCS
768
Levin Capital Strategies
New York
$508K -$403K -2,250 -43%
SSB
769
Sandy Spring Bank
Maryland
$507K -$9.68K -54 -2%
TF
770
Tompkins Financial
New York
$507K -$4.48K -25 -0.8%
WPC
771
Waters Parkerson & Co
Louisiana
$506K
AA
772
Advisory Alpha
Michigan
$506K +$16.9K +94 +3%
WA
773
WBH Advisory
Maryland
$503K -$1.79K -10 -0.3%
LNB
774
Ledyard National Bank
$502K -$28.9K -161 -5%
CCM
775
Coldstream Capital Management
Washington
$501K +$88.6K +494 +20%

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.