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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
VWA
1126
VSM Wealth Advisory
Maryland
$54.8K
BFPW
1127
BOK Financial Private Wealth
Colorado
$54.7K -$6.76K -41 -11%
DAM
1128
Delta Asset Management
Tennessee
$53.9K
GG
1129
Gleason Group
Kentucky
$53.7K +$494 +3 +0.9%
CFP
1130
Comprehensive Financial Planning
Pennsylvania
$53.6K +$494 +3 +0.9%
BWM
1131
Bernard Wealth Management
Michigan
$53.2K +$494 +3 +0.9%
SL
1132
Salomon & Ludwin
Virginia
$52.4K
CWM
1133
Cranbrook Wealth Management
Michigan
$52.1K
CSB
1134
City State Bank
Iowa
$51.4K
RBC
1135
Roble Belko & Company
Pennsylvania
$51K +$330 +2 +0.7%
LI
1136
LRI Investments
Florida
$50.5K +$40.7K +247 +433%
RAM
1137
Ramirez Asset Management
New York
$49.8K -$204K -1,239 -81%
ATC
1138
Advantage Trust Company
Kansas
$49.8K
CAC
1139
Core Alternative Capital
Georgia
$49.8K
MHR
1140
Matthew Hamilton Rosenberg
$49.8K
TLCM
1141
Twin Lakes Capital Management
California
$49.8K
GTAM
1142
Global Trust Asset Management
Florida
$49.8K +$8.24K +50 +20%
IHWM
1143
Iron Horse Wealth Management
Iowa
$49.8K +$44.7K +271 +934%
HCM
1144
Hollencrest Capital Management
California
$49.7K -$5.93K -36 -11%
NFSG
1145
Newbridge Financial Services Group
Florida
$47.7K -$13.8K -84 -23%
TIM
1146
Thompson Investment Management
Wisconsin
$45.6K
AAP
1147
Arax Advisory Partners
Colorado
$44.7K +$5.77K +35 +38%
NSIM
1148
North Star Investment Management
Illinois
$42.4K
MLA
1149
MB, Levis & Associates
Pennsylvania
$40.9K
ZBNA
1150
Zions Bancorporation, National Association
Utah
$40.3K +$5.27K +32 +15%

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.