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1,471 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, 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: 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: 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: 1,4121,471 (+59)

2.04% less ownership

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

Holders
1,471
Holders Change
+59
Holders Change %
+4.18%
% of All Funds
18.09%
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
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
GWP
1401
Gen-Wealth Partners
Michigan
$5.2K +$5.27K +25 New
JWM
1402
JPL Wealth Management
Colorado
$5.07K +$5.06K +24 New
SSG
1403
Summit Securities Group
New York
$4.99K -$41.1K -195 -89%
BHWM
1404
Bay Harbor Wealth Management
Maryland
$4.57K +$1.26K +6 +38%
DWM
1405
Dogwood Wealth Management
Kansas
$4.37K -$211 -1 -5%
AWM
1406
Abound Wealth Management
Tennessee
$4.17K
AFG
1407
Albion Financial Group
Utah
$4.16K
PWS
1408
Peterson Wealth Services
Utah
$4.16K
HFS
1409
Hughes Financial Services
Virginia
$4.16K +$422 +2 +11%
DPW
1410
DiNuzzo Private Wealth
Pennsylvania
$3.95K +$422 +2 +12%
RS
1411
Rakuten Securities
Japan
$3.95K +$844 +4 +27%
GA
1412
GoalVest Advisory
New York
$3.74K -$3.37K -16 -47%
AP
1413
Aspect Partners
Virginia
$3.74K
BH
1414
Burk Holdings
Oklahoma
$3.74K +$3.8K +18 New
PS
1415
PayPay Securities
Japan
$3.64K -$1.05K -5 -21%
MLA
1416
MB, Levis & Associates
Pennsylvania
$3.56K
FG
1417
Fairman Group
Pennsylvania
$3.53K
SFS
1418
Sunrise Financial Services
Washington
$3.53K +$1.9K +9 +113%
T
1419
Tidemark
California
$3.43K +$3.58K +17 New
BCM
1420
Boreal Capital Management
Florida
$3.33K
VWA
1421
Valued Wealth Advisors
Utah
$3.12K +$2.32K +11 +275%
OCM
1422
Osbon Capital Management
Massachusetts
$3.12K
PCM
1423
Penserra Capital Management
California
$3K
TCM
1424
Triumph Capital Management
Colorado
$2.7K +$1.48K +7 +117%
LG
1425
LAM Group
Oregon
$2.7K +$2.74K +13 New

HSY Hedge Fund Activity: Q1 2026 in Review

1,471 of the 8,130 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 537 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.

  • 1,471 institutional investors held Hershey (HSY) as of Q1 2026, up from 1,412 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.