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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
OBWG
1501
Onyx Bridge Wealth Group
New York
-$208K -1,084 Closed
IEFM
1502
IQ EQ Fund Management
Ireland
-$208K -1,082 Closed
SWA
1503
Stratos Wealth Advisors
Ohio
-$206K -1,076 Closed
HIP
1504
HUB Investment Partners
Texas
-$205K -1,070 Closed
KA
1505
KLCM Advisors
Wisconsin
-$205K -1,067 Closed
AOWM
1506
Alpha Omega Wealth Management
Virginia
-$204K -1,066 Closed
MAG
1507
M3 Advisory Group
Massachusetts
-$202K -1,054 Closed
NAM
1508
NTV Asset Management
West Virginia
-$202K -1,053 Closed
QPWM
1509
Quadrant Private Wealth Management
Pennsylvania
-$202K -1,053 Closed
IA
1510
IAM Advisory
Pennsylvania
-$201K -1,050 Closed
CC
1511
Centiva Capital
New York
-$158K -881 Closed
HT
1512
Headlands Technologies
Illinois
-$162K -843 Closed
BONH
1513
Bank of New Hampshire
New Hampshire
-$102K -530 Closed
AA
1514
Alta Advisers
United Kingdom
-$95.9K -500 Closed
PPA
1515
Painted Porch Advisors
California
-$95.7K -499 Closed
MA
1516
MCF Advisors
Kentucky
-$86.7K -452 Closed
CCA
1517
Catalyst Capital Advisors
New York
-$81.7K -426 Closed
FNWA
1518
Financial Network Wealth Advisors
Utah
-$80.9K -422 Closed
FFA
1519
Fairfield Financial Advisors
Massachusetts
-$74.1K -386 Closed
ACM
1520
Aster Capital Management
United Arab Emirates
-$64.6K -337 Closed
SWM
1521
Sanctuary Wealth Management
Idaho
-$62.9K -328 Closed
FCM
1522
Fourpath Capital Management
Oklahoma
-$60.4K -315 Closed
CFM
1523
Catalyst Funds Management
Australia
-$57.5K -300 Closed
CCG
1524
Ceeto Capital Group
Florida
-$58K -300 Closed
CA
1525
Claris Advisors
Missouri
-$48.4K -252 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.