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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
OWA
851
Outlook Wealth Advisors
Texas
$389K +$75.1K +419 +22%
NIM
852
Northeast Investment Management
Massachusetts
$388K
MAS
853
Meeder Advisory Services
Ohio
$382K -$74.2K -414 -15%
SP
854
Stablepoint Partners
Massachusetts
$381K -$35.9K -200 -8%
GRP
855
Global Retirement Partners
California
$379K +$19.2K +107 +5%
CL
856
Choreo LLC
Illinois
$379K -$208K -1,162 -34%
CAM
857
CenterStar Asset Management
Illinois
$378K +$401K +2,234 New
SPC
858
Sigma Planning Corp
Michigan
$378K +$73.9K +412 +23%
ABC
859
Associated Banc-Corp
Wisconsin
$377K
VWM
860
Valley Wealth Managers
New Jersey
$376K +$21.2K +118 +6%
TPW
861
Talon Private Wealth
Florida
$375K +$397K +2,213 New
KLCM
862
KG&L Capital Management
Louisiana
$373K -$60.8K -339 -13%
DSC
863
Duncker Streett & Co
Missouri
$371K -$17.9K -100 -4%
MSA
864
MUFG Securities Americas
New York
$369K +$391K +2,181 New
BFG
865
Beacon Financial Group
Texas
$367K +$389K +2,167 New
AAIS
866
ABN AMRO Investment Solutions
$367K -$124K -693 -24%
IA
867
Insight Advisors
Pennsylvania
$365K -$6.28K -35 -2%
SAW
868
Signal Advisors Wealth
Michigan
$364K +$65.1K +363 +20%
FG
869
Foster Group
Iowa
$363K -$179 -1 -0%
AIC
870
Aurora Investment Counsel
Georgia
$361K -$6.63K -37 -2%
NG
871
Northstar Group
New York
$361K -$19.2K -107 -5%
EFS
872
Econ Financial Services
Pennsylvania
$359K +$93.1K +519 +32%
CHAM
873
Clear Harbor Asset Management
Connecticut
$358K +$68.9K +384 +22%
TSWM
874
Tyler-Stone Wealth Management
Ohio
$358K +$90.4K +504 +31%
S
875
SignatureFD
Georgia
$357K -$6.99K -39 -2%

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.