We are live on ! Find out more

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
SAF
1076
Smith Anglin Financial
Texas
$201K +$1.61K +9 +0.8%
Members Trust
1077
Members Trust
Florida
$200K +$1.79K +10 +0.9%
DT
1078
Diversified Trust
Tennessee
$200K +$212K +1,181 New
AIM
1079
Anchor Investment Management
South Carolina
$196K
MEG
1080
Millstone Evans Group
Colorado
$193K +$205K +1,141 New
FDCP
1081
Foster Dykema Cabot & Partners
Massachusetts
$191K
AIC
1082
Archer Investment Corporation
Indiana
$180K -$251K -1,399 -57%
RBI
1083
Raiffeisen Bank International
Austria
$177K +$188K +1,048 New
CYG
1084
Clean Yield Group
Vermont
$169K -$1.08K -6 -0.6%
CIAM
1085
Caitong International Asset Management
Hong Kong
$167K +$177K +987 New
TFA
1086
Transamerica Financial Advisors
Florida
$164K +$1.08K +6 +0.6%
PFA
1087
Pathway Financial Advisers
Indiana
$159K -$17.6K -98 -9%
LWA
1088
Lowe Wealth Advisors
Maryland
$158K +$179 +1 +0.1%
HDIM
1089
Hanson & Doremus Investment Management
Vermont
$156K +$179 +1 +0.1%
FDP
1090
Financiere des Professionnels
Quebec, Canada
$152K
ACM
1091
Adalta Capital Management
New York
$152K -$97.7K -545 -38%
HBT
1092
Hills Bank & Trust
Iowa
$151K
RIL
1093
Rothschild Investment LLC
Illinois
$150K +$9.15K +51 +6%
HFS
1094
Hantz Financial Services
Michigan
$149K +$717 +4 +0.5%
BGAI
1095
Bruce G. Allen Investments
Colorado
$148K -$12.2K -68 -7%
CF
1096
Centaurus Financial
California
$146K
CHC
1097
City Holding Co
West Virginia
$143K -$897 -5 -0.6%
BC
1098
Bayforest Capital
United Kingdom
$143K +$151K +842 New
JFA
1099
JNBA Financial Advisors
Minnesota
$141K
SS
1100
SBI Securities
Japan
$141K +$149K +832 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.