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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
CWC
1326
Carolinas Wealth Consulting
North Carolina
$1.02K -$538 -3 -33%
PS
1327
PayPay Securities
Japan
$1.02K +$538 +3 +100%
WCM
1328
Winthrop Capital Management
Indiana
$1K +$1.25K +7 New
MWA
1329
Medallion Wealth Advisors
Connecticut
$853 +$897 +5 New
OSNBOA
1330
Old Second National Bank of Aurora
Illinois
$847 -$35K -195 -98%
RF
1331
Robbins Farley
New Hampshire
$847
ADL
1332
Asset Dedication LLC
California
$678 -$9.86K -55 -93%
OP
1333
ORG Partners
Indiana
$677 -$8.07K -45 -92%
CBT
1334
Crews Bank & Trust
Florida
$677 +$717 +4 New
GFPC
1335
Global Financial Private Client
Florida
$677 +$717 +4 New
NS
1336
NBC Securities
Alabama
$541 -$589K -3,284 -100%
PWA
1337
Principia Wealth Advisory
Texas
$508 +$538 +3 New
FMP
1338
Financial Management Professionals
Texas
$339
WA
1339
WestEnd Advisors
North Carolina
$339
LFA
1340
Legend Financial Advisors
Pennsylvania
$339 +$359 +2 New
WCM
1341
WealthTrak Capital Management
Virginia
$170 +$179 +1 New
CWA
1342
Carolina Wealth Advisors
South Carolina
$169
FC
1343
Fairscale Capital
New Hampshire
$169
TC
1344
Truvestments Capital
Florida
$51
CCMI
1345
Creative Capital Management Investments
California
$38
EWP
1346
Elevation Wealth Partners
California
$9
WFMPM
1347
Woodley Farra Manion Portfolio Management
Indiana
-$62M -323,339 Closed
HMCP
1348
Hook Mill Capital Partners
New York
-$23.4M -121,861 Closed
APG Asset Management
1349
APG Asset Management
Netherlands
-$18.1M -105,152 Closed
FSA
1350
Franklin Street Advisors
North Carolina
-$16.4M -85,347 Closed

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.