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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
SIM
1126
Sentry Investment Management
Wisconsin
$95K -$16.3K -91 -14%
EWA
1127
EverSource Wealth Advisors
Alabama
$94.8K -$310K -1,728 -76%
GLF
1128
Groupe la Francaise
France
$89.2K +$93.8K +523 New
HCM
1129
Hollencrest Capital Management
California
$85.5K
MG
1130
Mather Group
Illinois
$85K +$18.8K +105 +26%
LS
1131
Livforsakringsbolaget Skandia
Sweden
$84.7K -$888K -4,950 -91%
ATC
1132
Adirondack Trust Company
New York
$84.2K
CSPIA
1133
Cary Street Partners Investment Advisory
Virginia
$81.8K -$374K -2,088 -81%
FWA
1134
Flagship Wealth Advisors
Massachusetts
$81.7K +$86.4K +482 New
MFG
1135
Menard Financial Group
Texas
$79.4K +$84.1K +469 New
TIM
1136
Tortoise Investment Management
New York
$76.9K -$12.7K -71 -14%
BAM
1137
Bellevue Asset Management
Washington
$76.4K +$179 +1 +0.2%
NMG
1138
New Millennium Group
Utah
$75.9K +$538 +3 +0.7%
VWM
1139
Venturi Wealth Management
Texas
$73.7K +$64.2K +358 +465%
AAP
1140
Arax Advisory Partners
Colorado
$73.4K +$77.7K +433 New
PFSC
1141
Peoples Financial Services Corp
Pennsylvania
$72.6K
FHA
1142
First Horizon Advisors
Tennessee
$72.5K -$1.97K -11 -3%
SOW
1143
State of Wyoming
Wyoming
$71.1K +$36.9K +206 +96%
SAM
1144
Smartleaf Asset Management
Massachusetts
$71K -$29.2K -163 -28%
HCP
1145
Hexagon Capital Partners
Arkansas
$70.7K -$10.2K -57 -12%
GTAM
1146
Global Trust Asset Management
Florida
$67.7K -$126K -700 -64%
ECM
1147
Estabrook Capital Management
New York
$67.7K
RWM
1148
Ruedi Wealth Management
Illinois
$67.7K
TLCM
1149
Twin Lakes Capital Management
California
$67.7K
PCM
1150
Penserra Capital Management
California
$66K +$67.1K +374 +2,078%

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.