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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
1IA
1226
1620 Investment Advisors
Massachusetts
$17.6K
IRC
1227
Investors Research Corp
Georgia
$17.6K
EFP
1228
EnRich Financial Partners
Wisconsin
$17.1K
SMAM
1229
Sugar Maple Asset Management
Wisconsin
$17.1K +$18.1K +101 New
OAJ
1230
Ogorek Anthony Joseph
New York
$17K +$18.5K +103 New
HIA
1231
Harbor Investment Advisory
Maryland
$16.9K -$31.6K -176 -64%
GIA
1232
GHP Investment Advisors
Colorado
$16.9K -$2.51K -14 -12%
CIAS
1233
CBIZ Investment Advisory Services
Ohio
$16.9K
FFL
1234
Financial Freedom LLC
Ohio
$16.9K
SN
1235
Sittner & Nelson
Oregon
$16.9K
AFM
1236
Aspetuck Financial Management
Connecticut
$16.9K +$17.9K +100 New
HIMS
1237
Hager Investment Management Services
New Hampshire
$16.9K +$17.9K +100 New
PFT
1238
Providence First Trust
Arizona
$16.9K +$17.9K +100 New
PP
1239
Pacifica Partners
Canada
$16.9K
RAM
1240
Riggs Asset Management
Pennsylvania
$16.9K
RS
1241
Rakuten Securities
Japan
$16.4K +$6.63K +37 +62%
SSG
1242
Summit Securities Group
New York
$16.4K +$17.4K +97 New
FMII
1243
Farmers & Merchants Investments Inc
Nebraska
$16.3K
AG
1244
AmeriFlex Group
Nevada
$16.1K +$19.4K +108 New
PMFA
1245
Plante Moran Financial Advisors
Michigan
$16.1K
CWP
1246
Concord Wealth Partners
Virginia
$15.4K -$8.97K -50 -35%
Loomis, Sayles & Company
1247
Loomis, Sayles & Company
Massachusetts
$15K -$43K -240 -74%
CCA
1248
Criterion Capital Advisors
Tennessee
$14K
NAAA
1249
New Age Alpha Advisors
New York
$13.9K +$1.08K +6 +8%
RFG
1250
REAP Financial Group
Texas
$13.8K

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.