1,379 hedge funds and large institutions have $23.1B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 438 increasing their positions, 521 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.37% more ownership

Funds ownership: 85.27%85.64% (+0.37%)

2% less capital invested

Capital invested by funds: $23.6B → $23.1B (-$543M)

16% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 521

Holders
1,379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$322M
Puts
$274M
Net Calls
Net Calls Change

Top Buyers

1 +$163M
2 +$140M
3 +$105M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$102M
5
Squarepoint
Squarepoint
New York
+$88.1M

Top Sellers

1 -$270M
2 -$183M
3 -$181M
4
Macquarie Group
Macquarie Group
Australia
-$106M
5
UBS Group
UBS Group
Switzerland
-$88.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
901
Confluence Wealth Services
Pennsylvania
$344K
PA
902
Profund Advisors
Maryland
$341K
HCM
903
Hall Capital Management
Rhode Island
$341K
PWP
904
Principle Wealth Partners
Connecticut
$340K
WAS
905
Wesleyan Assurance Society
United Kingdom
$340K
APP
906
Avantax Planning Partners
Iowa
$340K
SF
907
Summit Financial
New Jersey
$339K
PWG
908
Portside Wealth Group
Utah
$337K
SCA
909
Sippican Capital Advisors
Massachusetts
$337K
RWA
910
Rooted Wealth Advisors
Illinois
$332K
CC
911
Courier Capital
New York
$331K
SLG
912
Stanley-Laman Group
Pennsylvania
$331K
PVI
913
Pine Valley Investments
New Jersey
$330K
BWL
914
Bogart Wealth LLC
Virginia
$330K
SPC
915
Sigma Planning Corp
Michigan
$328K
VHAM
916
Van Hulzen Asset Management
California
$328K
GD
917
Grandfield & Dodd
New York
$325K
GI
918
GAMCO Investors
Connecticut
$324K
VAM
919
Verity Asset Management
North Carolina
$323K
USCWA
920
U.S. Capital Wealth Advisors
Texas
$322K
CFS
921
Cannon Financial Strategists
Georgia
$320K
QA
922
Quattro Advisors
Pennsylvania
$316K
VBCG
923
Valley Brook Capital Group
Pennsylvania
$316K
PE
924
PCM Encore
Colorado
$315K
FFA
925
Florida Financial Advisors
Florida
$314K