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1,472 hedge funds and large institutions have $25.9B invested in Hershey in 2026 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 538 increasing their positions, 467 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 110

35% more call options, than puts

Call options by funds: $307M | Put options by funds: $228M

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

15% more repeat investments, than reductions

Existing positions increased: 538 | Existing positions reduced: 467

12% more capital invested

Capital invested by funds: $23.2B → $25.9B (+$2.67B)

4% more funds holding

Funds holding: 1,4131,472 (+59)

2.04% less ownership

Funds ownership: 86.12%84.07% (-2%)

Holders
1,472
Holders Change
+59
Holders Change %
+4.18%
% of All Funds
18.1%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
193
Increased
538
Reduced
467
Closed
110
Calls
$307M
Puts
$228M
Net Calls
+$79.3M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LMFP
1101
Larry Mathis Financial Planning
Arizona
$264K -$5.06K -24 -2%
BGAI
1102
Bruce G. Allen Investments
Colorado
$263K -$12.2K -58 -4%
CA
1103
Crane Advisory
California
$263K
RIA
1104
Regal Investment Advisors
Michigan
$259K +$263K +1,245 New
SFS
1105
Strategic Financial Services
New York
$259K
CA
1106
Commerzbank Aktiengesellschaft
Germany
$257K -$1.98M -9,397 -88%
APG
1107
Abacus Planning Group
South Carolina
$255K -$38K -180 -13%
DT
1108
Diversified Trust
Tennessee
$254K +$258K +1,223 New
EWS
1109
Evergreen Wealth Solutions
Pennsylvania
$251K +$255K +1,209 New
SA
1110
SL Advisors
New Jersey
$250K -$6.33K -30 -2%
ISB
1111
Iowa State Bank
Iowa
$250K -$15.8K -75 -6%
VIP
1112
Vista Investment Partners
Oklahoma
$250K +$633 +3 +0.3%
Kovitz Investment Group Partners
1113
Kovitz Investment Group Partners
Illinois
$249K -$4.01K -19 -2%
Luther King Capital Management (LKCM)
1114
Luther King Capital Management (LKCM)
Texas
$249K
IAN
1115
Integrated Advisors Network
Texas
$249K -$67.9K -322 -21%
VEM
1116
Vann Equity Management
Texas
$249K +$252K +1,197 New
MCWS
1117
McKinley Carter Wealth Services
West Virginia
$248K +$252K +1,193 New
AW
1118
Ankerstar Wealth
Texas
$246K +$111K +525 +80%
EFG
1119
Embree Financial Group
Illinois
$246K +$249K +1,183 New
WA
1120
WBH Advisory
Maryland
$246K
PAM
1121
Parvin Asset Management
South Dakota
$244K
ST
1122
Sageworth Trust
Pennsylvania
$244K +$248K +1,174 New
HVIA
1123
Hudson Valley Investment Advisors
New York
$244K -$1.9K -9 -0.8%
CAI
1124
Capital Advisors Inc
Oklahoma
$243K
NAG
1125
Northstar Advisory Group
New Jersey
$242K +$246K +1,166 New

HSY Hedge Fund Activity: Q1 2026 in Review

1,472 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2026, worth a combined $25.9B — up 12% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new HSY positions and 110 closed out — a net gain of 83 holders — while 538 added to existing stakes and 467 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $580M. The largest seller was Capital International Investors, exiting entirely with an estimated $1.66B sold.

  • 1,472 institutional investors held Hershey (HSY) as of Q1 2026, up from 1,413 in Q4 2025.
  • Funds reported $25.9B of Hershey stock for Q1 2026, up 12% quarter-over-quarter.
  • 193 funds opened new Hershey positions in Q1 2026 and 110 closed out, a net change of +83 holders.
  • The largest Hershey buyer in Q1 2026 was Capital World Investors, an estimated $580M added.
  • The largest Hershey seller in Q1 2026 was Capital International Investors, an estimated $1.66B sold.

Based on aggregated 13F filings for Q1 2026.