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1,310 hedge funds and large institutions have $21.3B invested in Hershey in 2025 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 518 increasing their positions, 442 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 518 | Existing positions reduced: 442

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

3.7% more ownership

Funds ownership: 83.05%86.75% (+3.7%)

1% more capital invested

Capital invested by funds: $21B → $21.3B (+$307M)

2% less funds holding

Funds holding: 1,3421,310 (-32)

14% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 133

18% less call options, than puts

Call options by funds: $337M | Put options by funds: $410M

Holders
1,310
Holders Change
-32
Holders Change %
-2.38%
% of All Funds
17.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
114
Increased
518
Reduced
442
Closed
133
Calls
$337M
Puts
$410M
Net Calls
-$73.3M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
776
Obermeyer Wealth Partners
Colorado
$443K -$31.2K -189 -7%
GRP
777
Global Retirement Partners
California
$443K +$440K +2,668 New
AM
778
Atwater Malick
Pennsylvania
$442K
RE
779
Rydar Equities
Texas
$441K +$438K +2,656 New
RSWM
780
Robertson Stephens Wealth Management
California
$440K +$1.81K +11 +0.4%
OPTFSNA
781
Old Point Trust & Financial Services N A
Virginia
$438K
PI
782
PFG Investments
New York
$438K +$18.3K +111 +4%
TCOV
783
Trust Company of Vermont
Vermont
$436K -$10.2K -62 -2%
SSWM
784
Sheets Smith Wealth Management
North Carolina
$434K -$4.78K -29 -1%
IPW
785
Impact Partnership Wealth
Georgia
$434K +$431K +2,613 New
ECM
786
Evergreen Capital Management
Washington
$433K +$197K +1,198 +85%
HSA
787
HBK Sorce Advisory
Pennsylvania
$433K -$2.14K -13 -0.5%
RC
788
Rexford Capital
Texas
$433K +$430K +2,610 New
BAM
789
Belpointe Asset Management
Nevada
$432K -$2.14K -13 -0.5%
MA
790
Mutual Advisors
Nebraska
$431K -$129K -781 -25%
SAM
791
Satovsky Asset Management
New York
$430K +$428K +2,594 New
FMB
792
Field & Main Bank
Kentucky
$430K -$2.47K -15 -0.6%
TSWM
793
Triangle Securities Wealth Management
North Carolina
$422K -$11.5K -70 -3%
DA
794
Dillon & Associates
Michigan
$422K -$48.1K -292 -10%
WA
795
WBH Advisory
Maryland
$419K -$65.4K -397 -14%
CAM
796
Columbia Asset Management
Michigan
$419K
HPBT
797
Hickory Point Bank & Trust
Illinois
$419K +$4.12K +25 +1%
BAM
798
BTS Asset Management
Massachusetts
$418K +$416K +2,521 New
AIM
799
Allen Investment Management
New York
$418K
WAM
800
Weatherly Asset Management
California
$417K -$23.1K -140 -5%

HSY Hedge Fund Activity: Q2 2025 in Review

1,310 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q2 2025, worth a combined $21.3B — up 1.5% from $21B a quarter earlier.

Sellers outnumbered buyers: 133 funds closed out of HSY and 114 opened new positions — a net loss of 19 holders — while 442 trimmed existing stakes and 518 added.

The largest buyer was Capital Research Global Investors, adding an estimated $248M. The largest seller was Capital International Investors, cutting an estimated $156M.

  • 1,310 institutional investors held Hershey (HSY) as of Q2 2025, down from 1,342 in Q1 2025.
  • Funds reported $21.3B of Hershey stock for Q2 2025, up 1.5% quarter-over-quarter.
  • 114 funds opened new Hershey positions in Q2 2025 and 133 closed out, a net change of -19 holders.
  • The largest Hershey buyer in Q2 2025 was Capital Research Global Investors, an estimated $248M added.
  • The largest Hershey seller in Q2 2025 was Capital International Investors, an estimated $156M sold.

Based on aggregated 13F filings for Q2 2025.