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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
SMA
976
Sage Mountain Advisors
Georgia
$242K +$241K +1,461 New
PS
977
Planned Solutions
California
$242K +$240K +1,459 New
WCP
978
Wealthcare Capital Partners
Pennsylvania
$241K +$1.98K +12 +0.8%
CPA
979
Court Place Advisors
Maryland
$239K
WIC
980
Woodmont Investment Counsel
Tennessee
$238K -$92.5K -561 -28%
TC
981
TownSquare Capital
Utah
$237K -$6.8M -41,277 -97%
SAI
982
Savvy Advisors Inc
New York
$237K +$236K +1,430 New
CI
983
Cigna Investments
Connecticut
$237K -$8.9K -54 -4%
BSTWA
984
Blake Schutter Theil Wealth Advisors
Ohio
$236K
AWM
985
Avior Wealth Management
Nebraska
$236K -$204K -1,238 -47%
WC
986
Waterloo Capital
Texas
$234K +$22.3K +135 +11%
CAG
987
Csenge Advisory Group
Florida
$234K +$165 +1 +0.1%
MTIM
988
Marathon Trading Investment Management
Pennsylvania
$232K -$115K -700 -33%
AIP
989
Ameritas Investment Partners
Nebraska
$232K -$7.09K -43 -3%
NCM
990
Novare Capital Management
North Carolina
$232K
PAM
991
Parvin Asset Management
South Dakota
$232K
AGA
992
Accuvest Global Advisors
Utah
$231K +$229K +1,390 New
AF
993
Advisornet Financial
Minnesota
$230K +$22.7K +138 +11%
SS
994
SBI Securities
Japan
$230K +$85.2K +517 +59%
BMC
995
Beaton Management Company
Massachusetts
$230K
MWA
996
MN Wealth Advisors
Kansas
$230K -$13.8K -84 -6%
VDI
997
Vaughan David Investments
Illinois
$227K
MG
998
Mather Group
Illinois
$227K +$4.78K +29 +2%
CA
999
Crane Advisory
California
$227K -$33K -200 -13%
CAM
1000
Creekmur Asset Management
Illinois
$226K +$2.97K +18 +1%

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.