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1,357 hedge funds and large institutions have $23.7B invested in Hershey in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 482 increasing their positions, 454 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 94

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more capital invested

Capital invested by funds: $21.3B → $23.7B (+$2.36B)

4% more funds holding

Funds holding: 1,3101,357 (+47)

8% more call options, than puts

Call options by funds: $379M | Put options by funds: $351M

6% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 454

1.32% less ownership

Funds ownership: 86.75%85.42% (-1.3%)

Holders
1,357
Holders Change
+47
Holders Change %
+3.59%
% of All Funds
17.81%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
159
Increased
482
Reduced
454
Closed
94
Calls
$379M
Puts
$351M
Net Calls
+$28.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
951
Spire Wealth Management
Virginia
$288K +$36.9K +203 +15%
SFWC
952
Strategic Family Wealth Counselors
New Jersey
$287K +$545 +3 +0.2%
KFGK
953
Keystone Financial Group (Kentucky)
Kentucky
$286K +$278K +1,530 New
SB
954
Simmons Bank
Arkansas
$285K -$58.5K -322 -17%
TTWM
955
TCV Trust & Wealth Management
Virginia
$285K -$4.54K -25 -2%
CS
956
Cannell & Spears
New York
$284K +$276K +1,519 New
GHA
957
Granite Harbor Advisors
Texas
$283K +$45.8K +252 +20%
EFG
958
Ethos Financial Group
Pennsylvania
$281K
IEFM
959
IQ EQ Fund Management
Ireland
$281K
RPC
960
Rossmore Private Capital
Connecticut
$281K
OBGC
961
O'Brien Greene & Co
Pennsylvania
$281K -$1.45K -8 -0.5%
NFG
962
Nadler Financial Group
Illinois
$281K
MWA
963
MN Wealth Advisors
Kansas
$279K +$19.8K +109 +8%
ARMT
964
Amica Retiree Medical Trust
Rhode Island
$279K
FFC
965
Frederick Financial Consultants
Maryland
$277K +$1.27K +7 +0.5%
IFG
966
Independent Financial Group
California
$276K -$33.3K -183 -11%
BB
967
Berkshire Bank
Massachusetts
$276K
CPIG
968
Chicago Partners Investment Group
Illinois
$276K +$55.8K +307 +25%
ICP
969
Interchange Capital Partners
Pennsylvania
$276K +$268K +1,474 New
WCP
970
Wealthcare Capital Partners
Pennsylvania
$274K +$2.18K +12 +0.8%
PS
971
Planned Solutions
California
$273K +$363 +2 +0.1%
SCTC
972
Sanibel Captiva Trust Company
Florida
$273K -$4.54K -25 -2%
AIP
973
Ameritas Investment Partners
Nebraska
$271K +$9.81K +54 +4%
Fisher Asset Management
974
Fisher Asset Management
Washington
$271K -$57.4K -316 -18%
CPA
975
Court Place Advisors
Maryland
$270K