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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
WPA
1051
Wealth Preservation Advisors
Tennessee
$194K +$1.48K +9 +0.8%
MEG
1052
Millstone Evans Group
Colorado
$189K
FDCP
1053
Foster Dykema Cabot & Partners
Massachusetts
$187K
A
1054
AlphaQuest
New York
$184K -$173K -1,050 -49%
SWP
1055
Strategic Wealth Partners
Ohio
$176K +$174K +1,058 New
CAM
1056
Costello Asset Management
Pennsylvania
$168K +$824 +5 +0.5%
CYG
1057
Clean Yield Group
Vermont
$166K
CFD
1058
Creative Financial Designs
Indiana
$162K +$2.47K +15 +2%
BGAI
1059
Bruce G. Allen Investments
Colorado
$161K -$6.59K -40 -4%
QWM
1060
Quaker Wealth Management
New Jersey
$160K +$159K +967 New
MPWT
1061
MassMutual Private Wealth & Trust
Connecticut
$156K -$75.7K -459 -33%
LWA
1062
Lowe Wealth Advisors
Maryland
$155K +$165 +1 +0.1%
TFA
1063
Transamerica Financial Advisors
Florida
$154K -$4.95K -30 -3%
BBHC
1064
Brown Brothers Harriman & Co
New York
$146K +$40.7K +247 +39%
HDIM
1065
Hanson & Doremus Investment Management
Vermont
$143K +$165 +1 +0.1%
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
$142K -$17.8K -108 -11%
CHC
1067
City Holding Co
West Virginia
$140K
MCM
1068
MV Capital Management
Maryland
$138K -$2.14K -13 -2%
JFA
1069
JNBA Financial Advisors
Minnesota
$138K
GWSG
1070
GPS Wealth Strategies Group
Colorado
$137K +$89.2K +541 +189%
RIL
1071
Rothschild Investment LLC
Illinois
$137K -$659 -4 -0.5%
ETS
1072
ESL Trust Services
New York
$137K
CF
1073
Centaurus Financial
California
$133K +$17.3K +105 +15%
HFS
1074
Hopwood Financial Services
Virginia
$133K
BLC
1075
Brown, Lisle/Cummings
Rhode Island
$131K +$165 +1 +0.1%

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.