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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
MA
1026
Montag & Associates
Georgia
$212K
WA1
1027
Wimmer Associates 1
California
$212K
NP
1028
NorthRock Partners
Minnesota
$211K
WDC
1029
Woodward Diversified Capital
California
$211K +$209K +1,269 New
GHA
1030
Granite Harbor Advisors
Texas
$210K +$208K +1,263 New
GIA
1031
Gladstone Institutional Advisory
Florida
$209K -$16.8K -102 -7%
PAM
1032
PVG Asset Management
Colorado
$209K -$50.8K -308 -20%
JAG
1033
Journey Advisory Group
Kentucky
$209K +$207K +1,258 New
VPP
1034
Vertex Planning Partners
Illinois
$209K +$494 +3 +0.2%
PA
1035
PFG Advisors
Arizona
$208K -$47.6K -289 -19%
SFG
1036
Synergy Financial Group
California
$208K +$330 +2 +0.2%
SWM
1037
Spire Wealth Management
Virginia
$208K -$128K -779 -37%
GCP
1038
Gill Capital Partners
Colorado
$208K +$1.65K +10 +0.8%
ACP
1039
Aviance Capital Partners
Florida
$207K
RF
1040
Rossby Financial
Florida
$207K +$1.32K +8 +0.6%
FFG
1041
Fiduciary Financial Group
California
$207K +$194K +1,175 New
SFS
1042
Strategic Financial Services
New York
$206K
AWM
1043
Aprio Wealth Management
Georgia
$205K +$204K +1,237 New
SA
1044
SL Advisors
New Jersey
$205K -$55.1K -334 -21%
KCM
1045
Kornitzer Capital Management
Kansas
$202K -$19.6K -119 -9%
AFG
1046
Atomi Financial Group
New York
$202K +$200K +1,216 New
OWP
1047
ORG Wealth Partners
Texas
$198K -$80.3K -487 -30%
TF
1048
Tompkins Financial
New York
$198K -$297K -1,800 -60%
AIM
1049
Anchor Investment Management
South Carolina
$195K
SAM
1050
Smartleaf Asset Management
Massachusetts
$194K +$128K +779 +203%

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.