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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
MRP
1251
Measured Risk Portfolios
California
$13.7K +$14.5K +81 New
MCM
1252
Mainstream Capital Management
California
$13.4K +$14.2K +79 New
TCM
1253
Tradewinds Capital Management
Washington
$13.2K
PWMG
1254
Prestige Wealth Management Group
New Jersey
$13.2K
KIG
1255
Kessler Investment Group
Indiana
$12.7K
AA
1256
Addison Advisors
Vermont
$12.2K
GKIM
1257
GW&K Investment Management
Massachusetts
$12K -$1.97K -11 -14%
VWM
1258
Vermillion Wealth Management
Minnesota
$11.8K +$12.4K +69 New
T
1259
Transce3nd
Texas
$11.2K +$11.8K +66 New
WA
1260
Whipplewood Advisors
Colorado
$11K +$11.7K +65 New
TCA
1261
Trifecta Capital Advisors
Illinois
$10.7K
KA
1262
Kozak & Associates
Colorado
$9.7K +$2.15K +12 +27%
LI
1263
LRI Investments
Florida
$9.7K -$11.8K -66 -54%
IA
1264
IFS Advisors
Kansas
$9.65K
VNA
1265
Valley National Advisers
Pennsylvania
$9K -$4.13K -23 -30%
CAM
1266
Close Asset Management
United Kingdom
$9K
WWA
1267
Wingate Wealth Advisors
Massachusetts
$8.98K +$9.51K +53 New
CT
1268
Coastline Trust
Rhode Island
$8.47K
RI
1269
Ridgewood Investments
New Jersey
$8.47K
HC
1270
Hoese & Co
Minnesota
$8.47K
PSB
1271
Piscataqua Savings Bank
New Hampshire
$8.47K
CA
1272
Continuum Advisory
Idaho
$7.84K +$3.23K +18 +64%
BC
1273
Barrett & Company
Rhode Island
$6.77K
ME
1274
McIlrath & Eck
Washington
$6.77K
DF
1275
Dunhill Financial
United Kingdom
$6.3K -$20.6K -115 -76%

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.