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
ETS
1101
ESL Trust Services
New York
$139K +$143K +800 +3,478%
MCM
1102
MV Capital Management
Maryland
$138K -$10.2K -57 -7%
BIG
1103
Brooklyn Investment Group
New York
$136K -$24.2K -135 -14%
HFS
1104
Hopwood Financial Services
Virginia
$135K +$143K +800 New
Federated Hermes
1105
Federated Hermes
Pennsylvania
$135K -$6.38M -35,558 -98%
BLC
1106
Brown, Lisle/Cummings
Rhode Island
$134K +$18.1K +101 +15%
CFD
1107
Creative Financial Designs
Indiana
$129K -$37.1K -207 -21%
GSWM
1108
Golden State Wealth Management
California
$128K +$136K +757 New
PCFFS
1109
Pacific Center for Financial Services
California
$126K
FGA
1110
Fortis Group Advisors
New Jersey
$124K
JWA
1111
JFS Wealth Advisors
Pennsylvania
$122K -$3.77K -21 -3%
CAWM
1112
Capital A Wealth Management
Pennsylvania
$121K +$128K +713 New
BBHC
1113
Brown Brothers Harriman & Co
New York
$120K +$43.2K +241 +51%
ECM
1114
Elgethun Capital Management
South Dakota
$118K +$897 +5 +0.7%
SGC
1115
Slocum, Gordon & Co
Rhode Island
$117K
CBT
1116
CoreFirst Bank & Trust
Kansas
$117K -$897 -5 -0.7%
MCM
1117
Manchester Capital Management
Vermont
$116K +$5.02K +28 +4%
DMBA
1118
Deseret Mutual Benefit Administrators
Utah
$112K
BTI
1119
Blue Trust Inc
Georgia
$110K -$74.8K -417 -39%
SIC
1120
Salem Investment Counselors
North Carolina
$109K
QC
1121
Quent Capital
New York
$107K +$30.8K +172 +37%
SIS
1122
Sound Income Strategies
Florida
$105K +$17.2K +96 +18%
FMTCOCP
1123
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$102K
BC
1124
Blackhill Capital
New Jersey
$102K
PFBT
1125
Parkside Financial Bank & Trust
Missouri
$98.7K +$5.56K +31 +6%

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.