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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
CAL
1101
Capital Analysts LLC
Pennsylvania
$90K -$120K -727 -57%
OWA
1102
Opal Wealth Advisors
New York
$86.5K +$85.9K +521 New
CH
1103
Cromwell Holdings
Wyoming
$85.3K +$53.7K +326 +173%
CT
1104
Clearstead Trust
Maine
$85.1K +$27K +164 +47%
LS
1105
Livforsakringsbolaget Skandia
Sweden
$83K
RMC
1106
Resources Management Corp
Connecticut
$79K
SIS
1107
Sound Income Strategies
Florida
$78.5K -$36.8K -223 -32%
TFIPS
1108
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78K +$49.4K +300 +176%
TIM
1109
Tortoise Investment Management
New York
$76.3K +$989 +6 +1%
BAM
1110
Bellevue Asset Management
Washington
$75.3K +$165 +1 +0.2%
ATC
1111
Adirondack Trust Company
New York
$75.2K -$7.25K -44 -9%
SIM
1112
Sentry Investment Management
Wisconsin
$73K
NMG
1113
New Millennium Group
Utah
$72.4K -$1.81K -11 -2%
MSE
1114
MUFG Securities EMEA
United Kingdom
$72.2K +$71.7K +435 New
PFSC
1115
Peoples Financial Services Corp
Pennsylvania
$71.2K
RWM
1116
Rialto Wealth Management
New York
$69K -$80.6K -489 -54%
FWA
1117
Flagship Wealth Advisors
Massachusetts
$66.4K
PMFA
1118
Plante Moran Financial Advisors
Michigan
$65.5K +$42.7K +259 +190%
CWM
1119
Consultiva Wealth Management
Puerto Rico
$65.4K
OL
1120
OneFund LLC
Florida
$65K +$64.4K +391 New
EA
1121
Evolution Advisers
Virginia
$63K
RFG
1122
REAP Financial Group
Texas
$60.8K +$38.6K +234 +177%
HNW
1123
High Note Wealth
Minnesota
$60.7K
PGAM
1124
Princeton Global Asset Management
New Jersey
$56.9K +$7.09K +43 +14%
RCM
1125
Raleigh Capital Management
North Carolina
$55.1K -$4.95K -30 -8%

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.