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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
FFWM
1176
Future Financial Wealth Management
Ohio
$42.3K
CFO
1177
CVA Family Office
Colorado
$42.2K -$15.8K -88 -26%
AA
1178
AlphaMark Advisors
Kentucky
$42K
MLA
1179
MB, Levis & Associates
Pennsylvania
$41.8K -$4.3K -24 -9%
AAG
1180
Armstrong Advisory Group
Massachusetts
$40.6K
C
1181
Covestor
United Kingdom
$40K +$12.7K +71 +43%
SWM
1182
Sugarloaf Wealth Management
Georgia
$38.8K
RA
1183
Ransom Advisory
Rhode Island
$38.1K -$133K -744 -77%
CH
1184
Cromwell Holdings
Wyoming
$38.1K -$21.7K -121 -35%
CB
1185
CNB Bank
Pennsylvania
$38.1K
TH
1186
TCTC Holdings
Texas
$36.6K
WTFG
1187
Wood Tarver Financial Group
Idaho
$36K +$39.1K +218 New
FFA
1188
Frazier Financial Advisors
Ohio
$34.7K
LFA
1189
LGT Financial Advisors
Texas
$34.6K
LDB
1190
Lee, Danner & Bass
Tennessee
$34.2K +$36.2K +202 New
BIA
1191
Bell Investment Advisors
California
$34K -$1.25K -7 -3%
TCG
1192
Transcendent Capital Group
Oklahoma
$33.9K
CWM
1193
Compass Wealth Management
Connecticut
$33.2K
BSB
1194
Bangor Savings Bank
Maine
$31.9K +$8.97K +50 +36%
WT
1195
Washington Trust
Rhode Island
$31K
LWANC
1196
Laurel Wealth Advisors (North Carolina)
North Carolina
$29.6K -$55.1K -307 -64%
PB
1197
Pinnacle Bancorp
Nebraska
$29.6K +$8.97K +50 +40%
GBT
1198
Grove Bank & Trust
Florida
$29.5K +$22.2K +124 +248%
BHWM
1199
Beaird Harris Wealth Management
Texas
$28.8K
TFIPS
1200
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.8K

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.