We are live on ! Find out more

1,342 hedge funds and large institutions have $21B invested in Hershey in 2025 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 532 increasing their positions, 432 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

27% more call options, than puts

Call options by funds: $593M | Put options by funds: $466M

23% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 432

13% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 141

0.87% more ownership

Funds ownership: 82.18%83.05% (+0.87%)

0% less funds holding

Funds holding: 1,3431,342 (-1)

1% less capital invested

Capital invested by funds: $21.3B → $21B (-$267M)

Holders
1,342
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
17.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
159
Increased
532
Reduced
432
Closed
141
Calls
$593M
Puts
$466M
Net Calls
+$127M
Net Calls Change
-$565M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1426
Security Financial Services
Indiana
-$254K -1,498 Closed
SW
1427
SVB Wealth
Massachusetts
-$251K -1,480 Closed
SW
1428
Simplicity Wealth
New Jersey
-$249K -1,469 Closed
PAA
1429
Peregrine Asset Advisers
Oregon
-$247K -1,459 Closed
CCC
1430
Compass Capital Corp
Massachusetts
-$223K -1,457 Closed
LA
1431
Legacy Advisors
Pennsylvania
-$237K -1,402 Closed
CCP
1432
Cassia Capital Partners
North Carolina
-$236K -1,394 Closed
FI
1433
FWG Investments
Kentucky
-$221K -1,305 Closed
WIA
1434
World Investment Advisors
California
-$221K -1,304 Closed
CWM
1435
Connecticut Wealth Management
Connecticut
-$221K -1,303 Closed
WAM
1436
Weiss Asset Management
Massachusetts
-$220K -1,300 Closed
P
1437
Pitcairn
Pennsylvania
-$214K -1,261 Closed
JWCA
1438
J.W. Coons Advisors
Ohio
-$210K -1,240 Closed
OAM
1439
Oxford Asset Management
United Kingdom
-$209K -1,233 Closed
SAI
1440
Savvy Advisors Inc
New York
-$208K -1,230 Closed
CFS
1441
Commonwealth Financial Services
West Virginia
-$205K -1,209 Closed
SIG
1442
Sky Investment Group
Connecticut
-$202K -1,190 Closed
Members Trust
1443
Members Trust
Florida
-$200K -1,182 Closed
DT
1444
Diversified Trust
Tennessee
-$200K -1,181 Closed
PFA
1445
Pathway Financial Advisers
Indiana
-$159K -937 Closed
CAWM
1446
Capital A Wealth Management
Pennsylvania
-$121K -713 Closed
CBT
1447
CoreFirst Bank & Trust
Kansas
-$117K -689 Closed
GLF
1448
Groupe la Francaise
France
-$89.2K -523 Closed
MFG
1449
Menard Financial Group
Texas
-$79.4K -469 Closed
VWM
1450
Venturi Wealth Management
Texas
-$73.7K -435 Closed

HSY Hedge Fund Activity: Q1 2025 in Review

1,342 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Hershey (HSY) for Q1 2025, worth a combined $21B — down 1.3% from $21.3B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new HSY positions and 141 closed out — a net gain of 18 holders — while 532 added to existing stakes and 432 trimmed.

The largest buyer was Norges Bank, adding an estimated $221M. The largest seller was Capital International Investors, cutting an estimated $140M.

  • 1,342 institutional investors held Hershey (HSY) as of Q1 2025, down from 1,343 in Q4 2024.
  • Funds reported $21B of Hershey stock for Q1 2025, down 1.3% quarter-over-quarter.
  • 159 funds opened new Hershey positions in Q1 2025 and 141 closed out, a net change of +18 holders.
  • The largest Hershey buyer in Q1 2025 was Norges Bank, an estimated $221M added.
  • The largest Hershey seller in Q1 2025 was Capital International Investors, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2025.