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1,412 hedge funds and large institutions have $23.2B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 445 increasing their positions, 527 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 93

17% more call options, than puts

Call options by funds: $322M | Put options by funds: $276M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 1,3571,412 (+55)

0.69% more ownership

Funds ownership: 85.42%86.12% (+0.69%)

2% less capital invested

Capital invested by funds: $23.7B → $23.2B (-$465M)

16% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 527

Holders
1,412
Holders Change
+55
Holders Change %
+4.05%
% of All Funds
17.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
175
Increased
445
Reduced
527
Closed
93
Calls
$322M
Puts
$276M
Net Calls
+$46.1M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1026
Robertson Stephens Wealth Management
California
$261K -$209K -1,141 -44%
CI
1027
Cigna Investments
Connecticut
$260K
NERM
1028
New England Research & Management
Illinois
$259K
NFG
1029
Nadler Financial Group
Illinois
$258K -$15.2K -83 -6%
APG
1030
Abacus Planning Group
South Carolina
$256K +$9.87K +54 +4%
NCM
1031
Novare Capital Management
North Carolina
$254K
IFG
1032
Independent Financial Group
California
$252K -$16.3K -89 -6%
BMC
1033
Beaton Management Company
Massachusetts
$252K
AF
1034
Advisornet Financial
Minnesota
$252K +$731 +4 +0.3%
LFAS
1035
Level Four Advisory Services
Texas
$252K +$1.1K +6 +0.4%
LC
1036
Lawood & Co
Pennsylvania
$251K +$252K +1,380 New
WA
1037
WealthTrust Axiom
Pennsylvania
$250K
FDW
1038
Fourth Dimension Wealth
Ohio
$250K +$207K +1,134 +473%
VDI
1039
Vaughan David Investments
Illinois
$250K +$731 +4 +0.3%
BBHC
1040
Brown Brothers Harriman & Co
New York
$249K +$67.3K +368 +37%
CIS
1041
Connors Investor Services
Pennsylvania
$247K +$11.2K +61 +4%
NWWA
1042
New Wave Wealth Advisors
Arkansas
$247K +$17.4K +95 +8%
BWM
1043
BCGM Wealth Management
Indiana
$246K +$1.65K +9 +0.7%
ACP
1044
Aviance Capital Partners
Florida
$246K
SAI
1045
Savvy Advisors Inc
New York
$245K +$19.4K +106 +9%
ZCP
1046
Z3 Capital Partners
Virginia
$245K +$246K +1,345 New
HFM
1047
Hartford Financial Management
Connecticut
$243K
NWM
1048
Northcape Wealth Management
New York
$243K
CHC
1049
City Holding Co
West Virginia
$243K -$1.28K -7 -0.5%
AWC
1050
Abundance Wealth Counselors
Pennsylvania
$243K