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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
LIM
976
Letson Investment Management
Georgia
$267K
BFG
977
Bleakley Financial Group
New Jersey
$266K -$66.9K -373 -19%
BHPW
978
Beverly Hills Private Wealth
California
$264K +$717 +4 +0.3%
OAM
979
Ostrum Asset Management
France
$263K -$1.62M -9,033 -85%
TTWM
980
TCV Trust & Wealth Management
Virginia
$262K
CPW
981
Cove Private Wealth
New York
$261K +$277K +1,544 New
AFW
982
Avantra Family Wealth
Pennsylvania
$260K +$276K +1,537 New
SFWC
983
Strategic Family Wealth Counselors
New Jersey
$260K +$179 +1 +0.1%
OAS
984
Optivise Advisory Services
Tennessee
$259K +$65.6K +366 +31%
HH
985
Hilltop Holdings
Texas
$256K -$906K -5,052 -77%
BMC
986
Beaton Management Company
Massachusetts
$256K
HF
987
HRT Financial
New York
$256K +$271K +1,513 New
OBGC
988
O'Brien Greene & Co
Pennsylvania
$255K +$1.44K +8 +0.5%
CI Investments Inc
989
CI Investments Inc
Ontario, Canada
$255K -$779K -4,346 -74%
RPC
990
Rossmore Private Capital
Connecticut
$254K
KCM
991
Kanawha Capital Management
Virginia
$254K -$20.6K -115 -7%
NFG
992
Nadler Financial Group
Illinois
$254K
BOSSRA
993
B.O.S.S. Retirement Advisors
Utah
$254K +$269K +1,499 New
SFS
994
Security Financial Services
Indiana
$254K +$24.2K +135 +10%
GVCM
995
Global View Capital Management
Wisconsin
$253K +$269K +1,500 New
PA
996
PFG Advisors
Arizona
$252K -$775K -4,323 -74%
PWM
997
Perigon Wealth Management
California
$251K -$30.5K -170 -9%
CI
998
Cigna Investments
Connecticut
$251K -$4.84K -27 -2%
SW
999
SVB Wealth
Massachusetts
$251K +$265K +1,480 New
CD
1000
Chapin Davis
Maryland
$250K

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.