We are live on ! Find out more
HSY icon

Hershey

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
MGIA
1476
Moneta Group Investment Advisors
Missouri
-$225K -1,172 Closed
HVIA
1477
Hudson Valley Investment Advisors
New York
-$223K -1,164 Closed
NCM
1478
Novare Capital Management
North Carolina
-$222K -1,160 Closed
CCA
1479
Checchi Capital Advisers
California
-$221K -1,153 Closed
KIA
1480
KCM Investment Advisors
California
-$220K -1,149 Closed
TP
1481
Tranquility Partners
Tennessee
-$220K -1,149 Closed
CWP
1482
CFM Wealth Partners
Texas
-$220K -1,148 Closed
ML
1483
McAdam LLC
Pennsylvania
-$220K -1,148 Closed
TWM
1484
TCFG Wealth Management
California
-$220K -1,146 Closed
FFG
1485
Fiduciary Financial Group
California
-$215K -1,145 Closed
MAWA
1486
Moss Adams Wealth Advisors
Washington
-$218K -1,138 Closed
MJRIC
1487
Mogy Joel R Investment Counsel
California
-$217K -1,133 Closed
ST
1488
Sabal Trust
Florida
-$216K -1,128 Closed
WAL
1489
W Advisors LLC
Tennessee
-$215K -1,123 Closed
AWA
1490
Arkadios Wealth Advisors
Georgia
-$215K -1,120 Closed
CPIG
1491
Chicago Partners Investment Group
Illinois
-$204K -1,119 Closed
BTWM
1492
Baker Tilly Wealth Management
Wisconsin
-$212K -1,108 Closed
RCAG
1493
Rehmann Capital Advisory Group
Michigan
-$212K -1,107 Closed
FAFN
1494
First Affirmative Financial Network
Colorado
-$212K -1,106 Closed
AWMG
1495
Alliance Wealth Management Group
New Jersey
-$211K -1,100 Closed
TCM
1496
Towercrest Capital Management
Pennsylvania
-$211K -1,100 Closed
SC
1497
Sapient Capital
Indiana
-$211K -1,098 Closed
LBWM
1498
Left Brain Wealth Management
Illinois
-$208K -1,087 Closed
AI
1499
Atom Investors
Texas
-$208K -1,085 Closed
MKA
1500
M. Kulyk & Associates
Georgia
-$208K -1,085 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.