We are live on ! Find out more

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
CT
1301
Clearstead Trust
Maine
$41.8K -$28K -133 -40%
PF
1302
PlanVest Financial
Maryland
$41.6K +$42.2K +200 New
TPWA
1303
Twin Peaks Wealth Advisors
California
$41.4K +$42K +199 New
WA
1304
WPG Advisers
Maryland
$40.3K
FFA
1305
Frazier Financial Advisors
Ohio
$39.1K
MWPCG
1306
Measured Wealth Private Client Group
New Hampshire
$39.1K
UCB
1307
United Community Bank
South Carolina
$38.9K -$220K -1,043 -85%
GWSA
1308
Global Wealth Strategies & Associates
Colorado
$38K +$38.6K +183 New
TCM
1309
Tradewinds Capital Management
Washington
$37.5K
TFIPS
1310
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.3K
TCOT
1311
Trust Company of Toledo
Ohio
$34.7K
ITIM
1312
Indiana Trust & Investment Management
Indiana
$34.3K
MCM
1313
Manchester Capital Management
Vermont
$34.3K
FA
1314
Financial Avengers
California
$32K -$1.48K -7 -4%
PMFA
1315
Plante Moran Financial Advisors
Michigan
$31.2K -$31.6K -150 -50%
FMII
1316
Farmers & Merchants Investments Inc
Nebraska
$31.2K
API
1317
Asset Planning Inc
California
$29.8K
SIC
1318
SJS Investment Consulting
Ohio
$29.3K +$422 +2 +1%
BSB
1319
Bangor Savings Bank
Maine
$28.7K
CPG
1320
Cornerstone Planning Group
New Jersey
$26.7K +$2.74K +13 +10%
IAS
1321
IMA Advisory Services
Colorado
$26K
CA
1322
Crewe Advisors
Utah
$24.9K
BFS
1323
Burkett Financial Services
South Carolina
$24.1K +$211 +1 +0.9%
NECFA
1324
New England Capital Financial Advisors
Connecticut
$23.9K
AG
1325
AmeriFlex Group
Nevada
$23.9K

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.