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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
LC
776
Lincoln Capital
Nebraska
$496K -$10.6K -59 -2%
TA
777
Tectonic Advisors
Texas
$496K +$525K +2,926 New
NG
778
Norden Group
Utah
$493K +$897 +5 +0.2%
HJGA
779
Hardman Johnston Global Advisors
Connecticut
$491K
OWP
780
Obermeyer Wealth Partners
Colorado
$489K +$5.02K +28 +1%
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$488K +$286K +1,594 +95%
QWM
782
Quadcap Wealth Management
Texas
$488K +$175K +975 +51%
LSA
783
Leonteq Securities AG
Switzerland
$482K +$299K +1,667 +142%
IAIM
784
International Assets Investment Management
Florida
$480K -$102M -570,801 -100%
ZB
785
Zions Bancorporation
Utah
$478K +$170K +950 +51%
LA
786
Lifeworks Advisors
Michigan
$476K +$219K +1,222 +77%
EWA
787
EP Wealth Advisors
California
$476K -$138K -770 -22%
RSWM
788
Robertson Stephens Wealth Management
California
$471K +$179 +1 +0%
HI
789
Hudock Inc
Pennsylvania
$470K +$1.61K +9 +0.3%
FAT
790
First American Trust
California
$469K +$897 +5 +0.2%
DWP
791
Daymark Wealth Partners
Ohio
$469K +$2.87K +16 +0.6%
TSMHT
792
Thurston Springer Miller Herd & Titak
Indiana
$461K +$182K +1,014 +59%
MOS
793
MGO One Seven
Ohio
$460K +$114K +636 +31%
DWA
794
Douglass Winthrop Advisors
New York
$460K
EFS
795
Essex Financial Services
Connecticut
$460K -$717 -4 -0.1%
FA
796
Faithward Advisors
Pennsylvania
$459K -$4.48K -25 -0.9%
WAM
797
Weatherly Asset Management
California
$458K -$19.2K -107 -4%
KFS
798
Kurt F. Somerville
$457K
TYCC
799
Texas Yale Capital Corp
Florida
$457K
TBA
800
Tower Bridge Advisors
Pennsylvania
$457K

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.