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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.25B -$40.3M -224,507 -1%
Capital International Investors
2
Capital International Investors
California
$2.11B +$535M +2,980,997 +31%
BlackRock
3
BlackRock
New York
$2.04B -$42.7M -237,973 -2%
State Street
4
State Street
Massachusetts
$1.19B +$3.46M +19,312 +0.3%
Charles Schwab
5
Charles Schwab
California
$785M +$44.4M +247,675 +6%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$724M +$46.1K +257 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$642M +$8.5M +47,394 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$491M -$323M -1,799,235 -38%
Morgan Stanley
9
Morgan Stanley
New York
$435M -$29.2M -162,852 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$372M -$4.08M -22,750 -1%
HTC
11
Hershey Trust Company
Pennsylvania
$350M +$49.9K +278 +0%
UBS AM
12
UBS AM
Illinois
$276M +$81.3M +453,428 +39%
Northern Trust
13
Northern Trust
Illinois
$267M +$27.7M +154,238 +11%
Macquarie Group
14
Macquarie Group
Australia
$226M +$10.3M +57,190 +4%
Invesco
15
Invesco
Georgia
$217M +$15.7M +87,498 +7%
Bank of America
16
Bank of America
North Carolina
$201M -$136M -757,406 -39%
UBS Group
17
UBS Group
Switzerland
$189M +$87.8M +489,516 +78%
Stifel Financial
18
Stifel Financial
Missouri
$186M +$23.7M +132,019 +14%
Legal & General Group
19
Legal & General Group
United Kingdom
$181M -$14.9M -83,348 -7%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$170M +$20.5M +114,329 +13%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$165M -$27.3M -152,192 -14%
Amundi
22
Amundi
France
$144M -$22.9M -127,564 -13%
Holocene Advisors
23
Holocene Advisors
New York
$143M +$151M +842,280 New
Principal Financial Group
24
Principal Financial Group
Iowa
$138M -$28.1M -156,820 -16%
American Century Companies
25
American Century Companies
Missouri
$120M +$16.7M +93,009 +15%

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.