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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
LWM
1151
Liberty Wealth Management
California
$225K +$228K +1,081 New
KWA
1152
Kingswood Wealth Advisors
California
$224K +$228K +1,079 New
SEP
1153
Southland Equity Partners
Missouri
$224K +$228K +1,079 New
PP
1154
PDS Planning
Ohio
$223K +$227K +1,074 New
AFP
1155
Ausdal Financial Partners
Iowa
$223K -$27.2K -129 -11%
WAL
1156
W Advisors LLC
Tennessee
$222K +$226K +1,070 New
KA
1157
KLCM Advisors
Wisconsin
$222K +$225K +1,067 New
AF
1158
Advisornet Financial
Minnesota
$221K -$67.5K -320 -23%
CSPIA
1159
Cary Street Partners Investment Advisory
Virginia
$221K +$22.8K +108 +11%
WCFA
1160
Walkner Condon Financial Advisors
Wisconsin
$220K +$223K +1,057 New
VCM
1161
Voleon Capital Management
California
$217K -$855K -4,052 -79%
WIP
1162
WealthCare Investment Partners
Rhode Island
$217K +$211K +1,001 New
LFAS
1163
Level Four Advisory Services
Texas
$216K -$71.9K -341 -25%
WTB
1164
Washington Trust Bank
Washington
$216K +$220K +1,041 New
SWM
1165
Sendero Wealth Management
Texas
$216K +$219K +1,038 New
BWM
1166
Baron Wealth Management
Michigan
$214K +$217K +1,029 New
Fidelity International
1167
Fidelity International
Bermuda
$214K +$20.9K +99 +11%
AOWM
1168
Alpha Omega Wealth Management
Virginia
$214K +$217K +1,028 New
FFP
1169
FourThought Financial Partners
Florida
$213K +$216K +1,026 New
GLF
1170
Groupe la Francaise
France
$211K +$214K +1,015 New
APM
1171
a16z Perennial Management
California
$209K +$212K +1,007 New
SACTSONJ
1172
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$209K +$212K +1,003 New
YIA
1173
YHB Investment Advisors
Connecticut
$208K -$67.5K -320 -24%
HA
1174
Harbor Advisors
Florida
$208K +$211K +1,000 New
MWM
1175
Mattern Wealth Management
Kansas
$208K +$211K +1,000 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.