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
FFWM
1451
Future Financial Wealth Management
Ohio
-$42.3K -250 Closed
RA
1452
Ransom Advisory
Rhode Island
-$38.1K -225 Closed
LDB
1453
Lee, Danner & Bass
Tennessee
-$34.2K -202 Closed
TCG
1454
Transcendent Capital Group
Oklahoma
-$33.9K -200 Closed
CP
1455
Castleview Partners
Texas
-$27.9K -165 Closed
MAS
1456
MPWM Advisory Solutions
Georgia
-$27.9K -165 Closed
PIS
1457
POM Investment Strategies
North Carolina
-$20.3K -120 Closed
PCWA
1458
Pacific Capital Wealth Advisors
California
-$19K -112 Closed
FLP
1459
Financial Life Planners
Arizona
-$18.9K -111 Closed
CAS
1460
Coppell Advisory Solutions
Texas
-$18.2K -108 Closed
EFP
1461
EnRich Financial Partners
Wisconsin
-$17.1K -101 Closed
SMAM
1462
Sugar Maple Asset Management
Wisconsin
-$17.1K -101 Closed
AFM
1463
Aspetuck Financial Management
Connecticut
-$16.9K -100 Closed
PFT
1464
Providence First Trust
Arizona
-$16.9K -100 Closed
SSG
1465
Summit Securities Group
New York
-$16.4K -97 Closed
MRP
1466
Measured Risk Portfolios
California
-$13.7K -81 Closed
MCM
1467
Mainstream Capital Management
California
-$13.4K -79 Closed
T
1468
Transce3nd
Texas
-$11.2K -66 Closed
WWA
1469
Wingate Wealth Advisors
Massachusetts
-$8.98K -53 Closed
MTIC
1470
Missouri Trust & Investment Company
Missouri
-$5.93K -35 Closed
LC
1471
Lavaca Capital
Texas
-$4.74K -28 Closed
EBA
1472
Eagle Bay Advisors
New York
-$4.06K -24 Closed
MSWM
1473
Mowery & Schoenfeld Wealth Management
Illinois
-$4.07K -24 Closed
FIA
1474
FPC Investment Advisory
California
-$3.43K -23 Closed
BCMLT
1475
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.91K -17 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.