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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
SFWC
951
Strategic Family Wealth Counselors
New Jersey
$254K -$659 -4 -0.3%
NL
952
NWAM LLC
Washington
$254K +$13K +79 +5%
CI
953
Conning Inc
Connecticut
$253K -$7.25K -44 -3%
NFG
954
Northeast Financial Group
Pennsylvania
$252K -$88.5K -537 -26%
OBGC
955
O'Brien Greene & Co
Pennsylvania
$250K
BRWA
956
B. Riley Wealth Advisors
Florida
$250K +$248K +1,507 New
LFAS
957
Level Four Advisory Services
Texas
$250K -$67.6K -410 -21%
IAN
958
Integrated Advisors Network
Texas
$249K -$10.4K -63 -4%
MPM
959
MBB Public Markets
Illinois
$249K -$56.4K -342 -19%
EFG
960
Ethos Financial Group
Pennsylvania
$249K -$406K -2,461 -62%
IEFM
961
IQ EQ Fund Management
Ireland
$249K
RPC
962
Rossmore Private Capital
Connecticut
$249K
NFG
963
Nadler Financial Group
Illinois
$249K
WB
964
WesBanco Bank
West Virginia
$249K
WA
965
WealthTrust Axiom
Pennsylvania
$248K +$9.07K +55 +4%
ARMT
966
Amica Retiree Medical Trust
Rhode Island
$248K
IPWA
967
International Private Wealth Advisors
California
$247K -$23.7K -144 -9%
SCTC
968
Sanibel Captiva Trust Company
Florida
$246K -$1.32K -8 -0.5%
KIA
969
KCM Investment Advisors
California
$246K +$24.7K +150 +11%
BPW
970
Bingham Private Wealth
California
$245K -$29K -176 -11%
BB
971
Berkshire Bank
Massachusetts
$245K
FFC
972
Frederick Financial Consultants
Maryland
$245K +$1.48K +9 +0.6%
GWMR
973
GC Wealth Management RIA
Massachusetts
$244K -$11.9K -72 -5%
DF
974
Dunhill Financial
United Kingdom
$243K +$236K +1,432 +4,091%
PWG
975
Portside Wealth Group
Utah
$243K -$608K -3,689 -72%

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.