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1,412 hedge funds and large institutions have $23.2B invested in Hershey in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 445 increasing their positions, 527 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 93

17% more call options, than puts

Call options by funds: $322M | Put options by funds: $276M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

4% more funds holding

Funds holding: 1,3571,412 (+55)

0.69% more ownership

Funds ownership: 85.42%86.12% (+0.69%)

2% less capital invested

Capital invested by funds: $23.7B → $23.2B (-$465M)

16% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 527

Holders
1,412
Holders Change
+55
Holders Change %
+4.05%
% of All Funds
17.18%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.13%
New
175
Increased
445
Reduced
527
Closed
93
Calls
$322M
Puts
$276M
Net Calls
+$46.1M
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1201
Sentry Investment Management
Wisconsin
$61K
CT
1202
Clearstead Trust
Maine
$60.8K -$4.21K -23 -6%
SHF
1203
Safe Harbor Fiduciary
Florida
$60.6K +$60.9K +333 New
VWA
1204
VSM Wealth Advisory
Maryland
$60.1K
BFPW
1205
BOK Financial Private Wealth
Colorado
$60K
GG
1206
Gleason Group
Kentucky
$59.8K +$548 +3 +0.9%
PWPS
1207
Pinnacle Wealth Planning Services
Ohio
$59.5K +$59.8K +327 New
LI
1208
LRI Investments
Florida
$59.4K -$7.5K -41 -11%
BWM
1209
Bernard Wealth Management
Michigan
$59.2K +$366 +2 +0.6%
S
1210
Sachetta
Massachusetts
$58.6K -$39.3K -215 -40%
WG
1211
Wellington Group
Indiana
$58.2K +$58.5K +320 New
SAG
1212
SageView Advisory Group
California
$57.6K +$57.8K +316 New
CWM
1213
Cranbrook Wealth Management
Michigan
$57.1K
RBC
1214
Roble Belko & Company
Pennsylvania
$57K +$366 +2 +0.6%
CSB
1215
City State Bank
Iowa
$56.4K
SGK
1216
Steigerwald Gordon & Koch
Virginia
$55.5K
PMFA
1217
Plante Moran Financial Advisors
Michigan
$54.6K -$17.4K -95 -24%
CAC
1218
Core Alternative Capital
Georgia
$54.6K
MHR
1219
Matthew Hamilton Rosenberg
$54.6K
RAM
1220
Ramirez Asset Management
New York
$54.6K
TLCM
1221
Twin Lakes Capital Management
California
$54.6K
NFSG
1222
Newbridge Financial Services Group
Florida
$52.8K +$183 +1 +0.3%
RCM
1223
Raleigh Capital Management
North Carolina
$52.3K -$4.21K -23 -7%
SWM
1224
SHP Wealth Management
Massachusetts
$51.8K +$51.9K +284 New
RFS
1225
Richardson Financial Services
Massachusetts
$51.1K +$5.85K +32 +13%