We are live on ! Find out more

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
VFM
1201
Vision Financial Markets
Connecticut
$28.6K +$30.3K +169 New
ITIM
1202
Indiana Trust & Investment Management
Indiana
$27.9K +$2.69K +15 +10%
MAS
1203
MPWM Advisory Solutions
Georgia
$27.9K +$29.6K +165 New
CP
1204
Castleview Partners
Texas
$27.9K +$17.4K +97 +143%
CWM
1205
Crowley Wealth Management
Delaware
$27.8K +$29.4K +164 New
FFO
1206
Fortitude Family Office
Arizona
$27.6K +$9.15K +51 +46%
FA
1207
Financial Avengers
California
$26.8K +$179 +1 +0.6%
PFG
1208
Putney Financial Group
California
$25.4K +$26.9K +150 New
MMG
1209
Monetary Management Group
Missouri
$25.4K
MC
1210
Montag & Caldwell
Georgia
$25.4K +$26.9K +150 New
HWM
1211
Hemington Wealth Management
Virginia
$25K +$717 +4 +3%
LFG
1212
Larson Financial Group
Missouri
$24.1K +$6.82K +38 +37%
API
1213
Asset Planning Inc
California
$23.6K +$24.9K +139 New
KIM
1214
Kestra Investment Management
Texas
$23K -$525K -2,929 -96%
GCM
1215
GKV Capital Management
California
$22.4K +$23.7K +132 New
PP
1216
PFS Partners
New Jersey
$22.2K +$179 +1 +0.8%
RA
1217
Rise Advisors
New York
$21.8K +$179 +1 +0.8%
CA
1218
Crewe Advisors
Utah
$20.3K -$10.8K -60 -33%
PIS
1219
POM Investment Strategies
North Carolina
$20.3K
NECFA
1220
New England Capital Financial Advisors
Connecticut
$20.1K +$179 +1 +0.8%
PCWA
1221
Pacific Capital Wealth Advisors
California
$19K
BFS
1222
Burkett Financial Services
South Carolina
$18.9K
FLP
1223
Financial Life Planners
Arizona
$18.9K +$19.9K +111 New
WBC
1224
West Branch Capital
Massachusetts
$18.3K
CAS
1225
Coppell Advisory Solutions
Texas
$18.2K

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.