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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
BB
1001
Berkshire Bank
Massachusetts
$250K
MA
1002
Montag & Associates
Georgia
$250K
SW
1003
Simplicity Wealth
New Jersey
$249K -$438K -2,442 -62%
PAA
1004
Peregrine Asset Advisers
Oregon
$247K -$324K -1,807 -55%
SF
1005
Synovus Financial
Georgia
$247K +$2.51K +14 +1%
SCTC
1006
Sanibel Captiva Trust Company
Florida
$247K +$261K +1,458 New
FFC
1007
Frederick Financial Consultants
Maryland
$246K +$261K +1,453 New
BSTWA
1008
Blake Schutter Theil Wealth Advisors
Ohio
$246K -$5.92K -33 -2%
CPA
1009
Court Place Advisors
Maryland
$244K +$259K +1,443 New
AIP
1010
Ameritas Investment Partners
Nebraska
$244K -$20.3K -113 -7%
WA
1011
WealthTrust Axiom
Pennsylvania
$244K +$5.38K +30 +2%
HKIMG
1012
Hutchens & Kramer Investment Management Group
Indiana
$243K +$37.1K +207 +17%
WCP
1013
Wealthcare Capital Partners
Pennsylvania
$242K +$256K +1,430 New
SLG
1014
Stanley-Laman Group
Pennsylvania
$241K
MSS
1015
Mitchell Sinkler & Starr
Pennsylvania
$239K +$17.9K +100 +8%
FIA
1016
Foundations Investment Advisors
Arizona
$238K +$6.99K +39 +3%
WAAG
1017
Wealth Alliance Advisory Group
Kansas
$238K -$12.9K -72 -5%
IFU
1018
iSAM Funds (UK)
United Kingdom
$238K +$252K +1,405 New
LA
1019
Legacy Advisors
Pennsylvania
$237K -$103K -573 -29%
IPWA
1020
International Private Wealth Advisors
California
$236K +$6.82K +38 +3%
PAM
1021
Parvin Asset Management
South Dakota
$236K +$250K +1,395 New
OAM
1022
Oppenheimer Asset Management
New York
$236K -$1.79M -9,958 -88%
CCP
1023
Cassia Capital Partners
North Carolina
$236K -$288K -1,605 -54%
Fisher Asset Management
1024
Fisher Asset Management
Washington
$236K +$250K +1,393 New
S
1025
Sachetta
Massachusetts
$234K -$6.28K -35 -2%

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.