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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
Luther King Capital Management (LKCM)
1026
Luther King Capital Management (LKCM)
Texas
$232K -$13.8K -77 -5%
VDI
1027
Vaughan David Investments
Illinois
$232K -$4.3K -24 -2%
MIM
1028
MTM Investment Management
South Carolina
$232K +$1.61K +9 +0.7%
CIS
1029
Connors Investor Services
Pennsylvania
$230K -$1.58M -8,810 -87%
AWC
1030
Abundance Wealth Counselors
Pennsylvania
$230K -$26.5K -148 -10%
OAM
1031
Occidental Asset Management
California
$229K -$26.9K -150 -10%
CT
1032
Chicago Trust
Illinois
$228K -$117K -655 -33%
WA
1033
Wealth Alliance
New York
$227K -$311K -1,732 -56%
KCM
1034
Kornitzer Capital Management
Kansas
$226K +$240K +1,336 New
MCWS
1035
McKinley Carter Wealth Services
West Virginia
$226K -$46.8K -261 -16%
ET
1036
Equitable Trust
Tennessee
$226K -$26.5K -148 -10%
FB
1037
Fulton Bank
Pennsylvania
$225K -$41.2K -230 -15%
CF
1038
Claris Financial
Virginia
$225K +$238K +1,329 New
RCM
1039
Radnor Capital Management
Pennsylvania
$225K -$35.9K -200 -13%
YIA
1040
YHB Investment Advisors
Connecticut
$224K
CCC
1041
Compass Capital Corp
Massachusetts
$223K +$261K +1,457 New
BWM
1042
BCGM Wealth Management
Indiana
$222K +$1.79K +10 +0.8%
CRI
1043
Colonial River Investments
Virginia
$221K -$8.97K -50 -4%
NWM
1044
Northcape Wealth Management
New York
$221K +$234K +1,307 New
RWM
1045
Rialto Wealth Management
New York
$221K +$234K +1,305 New
FI
1046
FWG Investments
Kentucky
$221K -$87K -485 -27%
WIA
1047
World Investment Advisors
California
$221K +$234K +1,304 New
VPP
1048
Vertex Planning Partners
Illinois
$221K +$9.51K +53 +4%
CWM
1049
Connecticut Wealth Management
Connecticut
$221K -$9.68K -54 -4%
WAM
1050
Weiss Asset Management
Massachusetts
$220K +$233K +1,300 New

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.