We are live on ! Find out more

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
TIA
926
Traphagen Investment Advisors
New Jersey
$309K +$897 +5 +0.3%
CC
927
Courier Capital
New York
$308K -$32.3K -180 -9%
NCFG
928
New Century Financial Group
New Jersey
$307K +$1.44K +8 +0.4%
WSC
929
Wellington Shields & Co
New York
$305K +$17.9K +100 +6%
SWMG
930
Sanchez Wealth Management Group
Florida
$305K
SOS
931
Silver Oak Securities
Tennessee
$301K -$18.3K -102 -5%
CA
932
Callahan Advisors
Texas
$300K +$317K +1,769 New
ISB
933
Iowa State Bank
Iowa
$299K -$17.4K -97 -5%
CFS
934
Cannon Financial Strategists
Georgia
$298K
IMC
935
Investment Management Corporation
Virginia
$298K +$315K +1,758 New
BRWA
936
B. Riley Wealth Advisors
Florida
$297K -$76.9K -429 -20%
EMAM
937
Encompass More Asset Management
California
$297K
TCM
938
Teza Capital Management
Illinois
$296K -$4.29M -23,946 -93%
CPCPP
939
Canada Post Corporation Pension Plan
Canada
$296K +$314K +1,749 New
RZH
940
Relyea Zuckerberg Hanson
Connecticut
$295K +$88.9K +496 +40%
CTFG
941
Capstone Triton Financial Group
Oklahoma
$295K +$32.1K +179 +11%
MPW
942
Monterey Private Wealth
California
$293K -$7.17K -40 -2%
HFM
943
Hartford Financial Management
Connecticut
$293K +$538 +3 +0.2%
MWM
944
Meridian Wealth Management
Kentucky
$293K -$2.15K -12 -0.7%
AIP
945
Almanack Investment Partners
Pennsylvania
$292K +$35.1K +196 +13%
TA
946
Townsend & Associates
Colorado
$292K
IAS
947
Insigneo Advisory Services
Florida
$291K +$82.9K +462 +37%
SAM
948
SignalPoint Asset Management
Missouri
$291K +$5.38K +30 +2%
ECG
949
Edge Capital Group
Georgia
$289K -$53.3K -297 -15%
JIP
950
Jaffetilchin Investment Partners
Florida
$289K -$35.9K -200 -10%

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.