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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
BA
1251
Ballast Advisors
Minnesota
$76.9K +$78K +370 New
RFP
1252
Root Financial Partners
California
$75.8K -$32.5K -154 -30%
PB
1253
Pinnacle Bancorp
Nebraska
$74.6K
MO
1254
McMillan Office
Michigan
$74.4K
LI
1255
LRI Investments
Florida
$73.9K +$6.12K +29 +9%
HNW
1256
High Note Wealth
Minnesota
$73.4K +$422 +2 +0.6%
DAM
1257
Delta Asset Management
Tennessee
$72.8K +$2.11K +10 +3%
SC
1258
SouthState Corp
Florida
$71.7K
PGAM
1259
Princeton Global Asset Management
New Jersey
$71.3K
AIM
1260
Anchor Investment Management
South Carolina
$70.7K -$155K -737 -68%
HFM
1261
Harvest Fund Management
China
$69K +$70.2K +333 New
GG
1262
Gleason Group
Kentucky
$68.8K +$422 +2 +0.6%
VWA
1263
VSM Wealth Advisory
Maryland
$68.7K
BFPW
1264
BOK Financial Private Wealth
Colorado
$68.6K
BWM
1265
Bernard Wealth Management
Michigan
$68.1K +$422 +2 +0.6%
S
1266
Sachetta
Massachusetts
$67.6K +$633 +3 +0.9%
FWA
1267
Flagship Wealth Advisors
Massachusetts
$66.4K
CWM
1268
Cranbrook Wealth Management
Michigan
$65.3K
SWM
1269
SHP Wealth Management
Massachusetts
$65K +$5.91K +28 +10%
RBC
1270
Roble Belko & Company
Pennsylvania
$65K +$422 +2 +0.6%
PWPS
1271
Pinnacle Wealth Planning Services
Ohio
$64.9K -$3.16K -15 -5%
CSB
1272
City State Bank
Iowa
$64.4K
SGK
1273
Steigerwald Gordon & Koch
Virginia
$63.4K
MFC
1274
Mechanics Financial Corp
Ohio
$62.8K +$63.7K +302 New
CAC
1275
Core Alternative Capital
Georgia
$62.4K

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.