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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
FFS
826
Founders Financial Securities
Maryland
$427K +$26.4K +147 +6%
AIM
827
Allen Investment Management
New York
$427K -$717K -4,000 -61%
ZF
828
Zhang Financial
Michigan
$425K
PBK
829
Peoples Bank (Kansas)
Kansas
$423K
PI
830
PFG Investments
New York
$423K +$70.7K +394 +19%
JWCA
831
J.W. Cole Advisors
Florida
$422K -$152K -845 -25%
ACM
832
Aurdan Capital Management
Pennsylvania
$422K +$447K +2,490 New
CPA
833
Cardiff Park Advisors
California
$421K +$3.05K +17 +0.7%
SMG
834
Smart Money Group
Texas
$419K +$37.3K +208 +9%
CI
835
Conning Inc
Connecticut
$417K +$78K +435 +21%
ISL
836
Ingalls & Snyder LLC
New York
$413K +$42.1K +235 +11%
NA
837
Navellier & Associates
Nevada
$411K -$25.5K -142 -6%
CWP
838
Clark Wealth Partners
Illinois
$410K +$435K +2,423 New
TSWM
839
Triangle Securities Wealth Management
North Carolina
$410K +$434K +2,420 New
LFA
840
LifeGuide Financial Advisors
Pennsylvania
$409K +$3.41K +19 +0.8%
IBOK
841
Independence Bank of Kentucky
Kentucky
$409K +$282K +1,575 +188%
FC
842
Forte Capital
New York
$408K -$119K -665 -22%
ANBT
843
American National Bank & Trust
Texas
$402K +$14K +78 +3%
KCM
844
Kathmere Capital Management
Pennsylvania
$401K +$425K +2,370 New
EC
845
Enhancing Capital
Pennsylvania
$397K +$421K +2,346 New
JIC
846
Joel Isaacson & Co
New York
$396K +$63.8K +356 +18%
VA
847
Vident Advisory
Georgia
$393K +$16.9K +94 +4%
IWA
848
Inspirion Wealth Advisors
Illinois
$392K +$2.15K +12 +0.5%
CCM
849
Chiron Capital Management
Florida
$390K +$216K +1,202 +109%
EFA
850
Edge Financial Advisors
Illinois
$389K +$3.05K +17 +0.7%

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.