We are live on ! Find out more

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
GCM
1451
Gallacher Capital Management
Colorado
-$273K -1,423 Closed
BIM
1452
Baldwin Investment Management
Pennsylvania
-$269K -1,401 Closed
EGA
1453
E&G Advisors
Texas
-$268K -1,400 Closed
CT
1454
ClearAlpha Technologies
Connecticut
-$268K -1,399 Closed
WG
1455
Winton Group
United Kingdom
-$267K -1,390 Closed
LA
1456
Lane & Associates
New Jersey
-$266K -1,385 Closed
GPA
1457
Garrison Point Advisors
California
-$265K -1,383 Closed
KWA
1458
Kingswood Wealth Advisors
California
-$265K -1,376 Closed
WPC
1459
Wedmont Private Capital
Pennsylvania
-$257K -1,372 Closed
NFG
1460
Nations Financial Group
Iowa
-$251K -1,307 Closed
GWCM
1461
Godshalk Welsh Capital Management
Pennsylvania
-$249K -1,300 Closed
PCM
1462
Perkins Capital Management
Minnesota
-$249K -1,300 Closed
BWM
1463
Baron Wealth Management
Michigan
-$245K -1,277 Closed
FCP
1464
Fidelis Capital Partners
Florida
-$225K -1,234 Closed
DWM
1465
Drive Wealth Management
Utah
-$236K -1,232 Closed
DBRC
1466
D.B. Root & Company
Pennsylvania
-$235K -1,224 Closed
AFG
1467
Atomi Financial Group
New York
-$235K -1,223 Closed
TWM
1468
Thrive Wealth Management
Pennsylvania
-$234K -1,221 Closed
IFG
1469
Independent Financial Group
California
-$233K -1,212 Closed
MIM
1470
Moseley Investment Management
Florida
-$232K -1,211 Closed
APG
1471
Abacus Planning Group
South Carolina
-$228K -1,191 Closed
SB
1472
Strategic Blueprint
Georgia
-$227K -1,182 Closed
KFGK
1473
Keystone Financial Group (Kentucky)
Kentucky
-$226K -1,180 Closed
AC
1474
Avestar Capital
New York
-$225K -1,175 Closed
CWA
1475
Clearview Wealth Advisors
Oregon
-$225K -1,172 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.