We are live on ! Find out more

1,470 hedge funds and large institutions have $25.9B invested in Hershey in 2026 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 537 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: 192 | 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: 537 | Existing positions reduced: 467

12% more capital invested

Capital invested by funds: $23.2B → $25.9B (+$2.67B)

4% more funds holding

Funds holding: 1,4121,470 (+58)

2.05% less ownership

Funds ownership: 86.12%84.07% (-2%)

Holders
1,470
Holders Change
+58
Holders Change %
+4.11%
% of All Funds
18.11%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
192
Increased
537
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
BC
1376
Barrett & Company
Rhode Island
$8.31K
WIM
1377
Westside Investment Management
California
$8.25K
AW
1378
Avion Wealth
Texas
$8K +$422 +2 +5%
EWM
1379
Evolution Wealth Management
Florida
$7.9K
RWM
1380
RMG Wealth Management
Wisconsin
$7.76K +$8.65K +41 New
CTB
1381
Country Trust Bank
Illinois
$7.69K
WOSD
1382
WFA of San Diego
California
$7.28K
AFC
1383
Ares Financial Consulting
California
$7.1K
KG
1384
Kilter Group
New York
$7.07K +$4.01K +19 +127%
BIAS
1385
Beacon Investment Advisory Services
New Jersey
$7.07K +$7.17K +34 New
DI
1386
DAGCO Inc
Ohio
$7.07K
CFM
1387
Cornerstone Financial Management
Massachusetts
$6.86K +$1.26K +6 +22%
MPW
1388
MASECO Private Wealth
$6.75K
RTL
1389
Red Tortoise LLC
Georgia
$6.65K
UFF
1390
USA Financial Formulas
Michigan
$6.65K +$6.75K +32 New
LFA
1391
LGT Financial Advisors
Texas
$6.5K
MB
1392
MidFirst Bank
Oklahoma
$5.82K -$200K -946 -97%
HFS
1393
Horizon Financial Services
North Carolina
$5.82K +$1.9K +9 +47%
SIM
1394
Synergy Investment Management
Florida
$5.82K +$5.91K +28 New
IRAG
1395
Investment Research & Advisory Group
Georgia
$5.75K
MBFW
1396
Morton Brown Family Wealth
Pennsylvania
$5.61K
FP
1397
Financial Perspectives
Minnesota
$5.28K
WT
1398
Whittier Trust
California
$5.2K +$5.27K +25 New
PWA
1399
Physician Wealth Advisors
Utah
$5.2K +$1.05K +5 +25%
GWP
1400
Gen-Wealth Partners
Michigan
$5.2K +$5.27K +25 New