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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
GWMI
1301
Guardian Wealth Management (Illinois)
Illinois
$2.58K
SAM
1302
Synergy Asset Management
Washington
$2.49K +$2.33K +13 New
AP
1303
Aspect Partners
Virginia
$2.37K
NC
1304
NewSquare Capital
Pennsylvania
$2.37K +$2.51K +14 New
CPG
1305
Cornerstone Planning Group
New Jersey
$2.31K +$2.69K +15 New
LG
1306
LAM Group
Oregon
$2.2K
SIC
1307
SJS Investment Consulting
Ohio
$1.86K -$179 -1 -8%
SO
1308
Sierra Ocean
California
$1.86K +$1.97K +11 New
SC
1309
Swan Capital
Florida
$1.75K
CUAMC
1310
China Universal Asset Management Company
China
$1.69K
PWA
1311
Provenance Wealth Advisors
Florida
$1.69K
AF
1312
Atala Financial
California
$1.69K +$1.79K +10 New
HI
1313
Hoey Investments
Pennsylvania
$1.69K +$1.79K +10 New
SIM
1314
Synergy Investment Management
Florida
$1.69K +$1.79K +10 New
CTWM
1315
Cherry Tree Wealth Management
Minnesota
$1.52K
CAM
1316
Creekmur Asset Management
Illinois
$1.52K
CF
1317
Conquis Financial
California
$1.52K +$1.61K +9 New
PWMG
1318
Private Wealth Management Group
New Jersey
$1.35K -$5.02K -28 -78%
DPW
1319
DiNuzzo Private Wealth
Pennsylvania
$1.35K -$538 -3 -27%
AWM
1320
Accredited Wealth Management
Kentucky
$1.35K +$1.44K +8 New
BTD
1321
BankPlus Trust Department
Mississippi
$1.35K +$1.44K +8 New
CSWM
1322
Cassady Schiller Wealth Management
Ohio
$1.35K +$1.44K +8 New
RJA
1323
Ross\Johnson & Associates
Minnesota
$1.35K +$1.44K +8 New
HFS
1324
Horizon Financial Services
North Carolina
$1.19K
SC
1325
Stance Capital
Massachusetts
$1.19K +$1.25K +7 New

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.