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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
N
1401
Natixis
France
-$925K -4,821 Closed
WA
1402
WESPAC Advisors
California
-$869K -4,533 Closed
SA
1403
SRN Advisors
Pennsylvania
-$853K -4,446 Closed
FTDI
1404
First Trust Direct Indexing
Massachusetts
-$842K -4,393 Closed
AF
1405
Aviso Financial
Ontario, Canada
-$809K -4,220 Closed
LFA
1406
Legacy Financial Advisors
Kentucky
-$776K -4,048 Closed
FCM
1407
Fairbanks Capital Management
California
-$775K -4,039 Closed
RWM
1408
Ritholtz Wealth Management
New York
-$713K -3,717 Closed
WCM
1409
Weik Capital Management
Pennsylvania
-$708K -3,693 Closed
UH
1410
Unigestion Holding
Switzerland
-$702K -3,660 Closed
IC
1411
IEQ Capital
California
-$693K -3,611 Closed
WEG
1412
World Equity Group
Illinois
-$691K -3,602 Closed
FFM
1413
Fullerton Fund Management
Singapore
-$679K -3,542 Closed
A
1414
AlphaQuest
New York
-$676K -3,524 Closed
BIA
1415
Benchmark Investment Advisors
Illinois
-$652K -3,400 Closed
SCI
1416
Stableford Capital II
Arizona
-$557K -2,993 Closed
HFO
1417
Heritage Family Offices
Arizona
-$572K -2,983 Closed
AM
1418
AGF Management
Ontario, Canada
-$566K -2,953 Closed
ZIMP
1419
Zimmermann Investment Management & Planning
Pennsylvania
-$554K -2,890 Closed
Fuller & Thaler Asset Management
1420
Fuller & Thaler Asset Management
California
-$550K -2,870 Closed
BAM
1421
Blueshift Asset Management
New Jersey
-$543K -2,830 Closed
Capital World Investors
1422
Capital World Investors
California
-$518K -2,700 Closed
SIM
1423
Stratos Investment Management
Ohio
-$486K -2,535 Closed
CRC
1424
Curi RMB Capital
Illinois
-$461K -2,404 Closed
CCG
1425
Cypress Capital Group
Florida
-$423K -2,207 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.