We are live on ! Find out more

1,357 hedge funds and large institutions have $23.7B invested in Hershey in 2025 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 482 increasing their positions, 454 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 94

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more capital invested

Capital invested by funds: $21.3B → $23.7B (+$2.36B)

4% more funds holding

Funds holding: 1,3101,357 (+47)

8% more call options, than puts

Call options by funds: $379M | Put options by funds: $351M

6% more repeat investments, than reductions

Existing positions increased: 482 | Existing positions reduced: 454

1.32% less ownership

Funds ownership: 86.75%85.42% (-1.3%)

Holders
1,357
Holders Change
+47
Holders Change %
+3.59%
% of All Funds
17.81%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
159
Increased
482
Reduced
454
Closed
94
Calls
$379M
Puts
$351M
Net Calls
+$28.2M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
1426
Mount Yale Investment Advisors
Colorado
-$35.7K -215 Closed
MWM
1427
MorganRosel Wealth Management
Colorado
-$33.7K -203 Closed
TPWA
1428
Twin Peaks Wealth Advisors
California
-$31.1K -176 Closed
LFA
1429
Livelsberger Financial Advisory
Ohio
-$17.1K -103 Closed
PFG
1430
Putney Financial Group
California
-$16.6K -100 Closed
RAM
1431
Riggs Asset Management
Pennsylvania
-$16.6K -100 Closed
WA
1432
Whipplewood Advisors
Colorado
-$10.8K -65 Closed
LFASL
1433
Lugano Financial Advisors SA (LFA)
Switzerland
-$8.3K -50 Closed
NC
1434
NewSquare Capital
Pennsylvania
-$8.3K -50 Closed
RI
1435
Ridgewood Investments
New Jersey
-$8.3K -50 Closed
MCA
1436
Maryland Capital Advisors
Maryland
-$6.8K -41 Closed
EP
1437
Elkhorn Partners
Nebraska
-$6.64K -40 Closed
BFP
1438
Briaud Financial Planning
Texas
-$5K -36 Closed
MPW
1439
MASECO Private Wealth
-$5.35K -32 Closed
SWP
1440
SIMA Wealth Partners
Virginia
-$4.48K -27 Closed
NRG
1441
Nemes Rush Group
Michigan
-$3.65K -22 Closed
SO
1442
Sierra Ocean
California
-$3.15K -19 Closed
GWP
1443
Gen-Wealth Partners
Michigan
-$2.82K -17 Closed
KHC
1444
Koesten Hirschmann & Crabtree
Kansas
-$2.77K -17 Closed
CIAM
1445
Caitong International Asset Management
Hong Kong
-$1.99K -12 Closed
LIM
1446
Longfellow Investment Management
Massachusetts
-$1.82K -11 Closed
PPA
1447
Painted Porch Advisors
California
-$1.84K -11 Closed
CCM
1448
Carderock Capital Management
Maryland
-$1.49K -9 Closed
WCM
1449
WealthTrak Capital Management
Virginia
-$1.33K -8 Closed
GC
1450
GFG Capital
Florida
-$996 -6 Closed