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
QL
1526
Quarry LP
New York
-$39.3K -205 Closed
CB
1527
Community Bank
New York
-$38.4K -200 Closed
MFA
1528
McClarren Financial Advisors
Pennsylvania
-$19 -191 Closed
WI
1529
Wintrust Investments
Illinois
-$34K -179 Closed
ATS
1530
Ashton Thomas Securities
New York
-$24.5K -128 Closed
IAS
1531
IMA Advisory Services
Colorado
-$24K -125 Closed
CPA
1532
Capital Performance Advisors
California
-$22.3K -116 Closed
RWM
1533
Reston Wealth Management
Virginia
-$21.1K -110 Closed
SHIM
1534
Stone House Investment Management
Pennsylvania
-$19.9K -104 Closed
LFA
1535
Livelsberger Financial Advisory
Ohio
-$19.7K -103 Closed
WSCM
1536
Wellington Shields Capital Management
New York
-$19.2K -100 Closed
BWP
1537
Baldwin Wealth Partners
Massachusetts
-$14.4K -75 Closed
GSEP
1538
Golden State Equity Partners
California
-$12.3K -64 Closed
VAMG
1539
Voisard Asset Management Group
Michigan
-$12.3K -64 Closed
CJ
1540
Caitlin John
Michigan
-$11.1K -60 Closed
PS
1541
Planned Solutions
California
-$9.97K -52 Closed
HWP
1542
Highline Wealth Partners
California
-$8.63K -45 Closed
APC
1543
Aspire Private Capital
North Carolina
-$7.3K -38 Closed
KSB
1544
Kennebec Savings Bank
Maine
-$6.71K -35 Closed
GC
1545
Globeflex Capital
California
-$6.52K -34 Closed
FIM
1546
FWL Investment Management
Texas
-$4.79K -25 Closed
MFG
1547
Mendota Financial Group
Wisconsin
-$4.79K -25 Closed
KC
1548
Knuff & Co
California
-$3.64K -19 Closed
LIS
1549
Legacy Investment Solutions
Idaho
-$2.77K -15 Closed
LWMI
1550
Legacy Wealth Management (Idaho)
Idaho
-$2.77K -15 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.