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Funds Holding Hershey Co

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Hershey Co, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of HSY →
Funds holding
194
as of 2026-07-31
Reported value
$2.6B
summed across funds
Fund families
79
named trusts
Largest conviction
4.62%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Invesco Food & Beverage ETFInvesco Exchange-Traded Fund Trust28.5K sh$5M4.62%
Bright Rock Mid Cap FundTrust for Professional Managers20K sh$3.5M3.46%
Invesco S&P 500 Equal Weight Consumer Staples ETFInvesco Exchange-Traded Fund Trust42.2K sh$7.4M2.99%
Virtus Dividend, Interest & Premium Strategy FundVirtus Dividend, Interest & Premium Strategy Fund238.7K sh$41.8M2.74%
EIC Value FundFundVantage Trust41.3K sh$7.2M1.89%
Invesco Bloomberg Analyst Rating Improvers ETFInvesco Exchange-Traded Fund Trust11.9K sh$2.1M1.76%
Liberty One Spectrum ETFTwo Roads Shared Trust6.3K sh$1.1M1.63%
Cultivar ETFETF Opportunities Trust3.5K sh$620.9K1.45%
Madison Dividend Income FundMADISON FUNDS7.2K sh$1.3M1.38%
Federated Hermes Strategic Value Dividend FundFederated Hermes Equity Funds785.8K sh$137.5M1.38%
Federated Hermes Enhanced Income ETFFederated Hermes ETF Trust4.3K sh$752.2K1.32%
CONSUMER STAPLES ULTRASECTOR PROFUNDProFunds265 sh$46.4K1.28%
Victory Pioneer Equity Income FundVictory Portfolios IV55.8K sh$9.8M1.20%
Eaton Vance Tax-Advantaged Dividend Income FundEaton Vance Tax-Advantaged Dividend Income Fund153.7K sh$26.9M1.18%
iShares U.S. Consumer Staples ETFiShares Trust94K sh$16.5M1.16%
Tax-Managed Value PortfolioTax-Managed Value Portfolio81.9K sh$14.3M1.13%
Federated Hermes U.S. Strategic Dividend ETFFederated Hermes ETF Trust55.4K sh$9.7M1.10%
Nuveen ESG Dividend ETFNuShares ETF Trust3.1K sh$536.9K1.07%
Hartford Schroders US MidCap Opportunities FundHARTFORD MUTUAL FUNDS II, INC60.5K sh$10.6M0.98%
Fidelity MSCI Consumer Staples Index ETFFIDELITY COVINGTON TRUST78.5K sh$13.7M0.97%
SRH U.S. Quality GARP ETFElevation Series Trust11.2K sh$2M0.93%
Aptus Large Cap Upside ETFETF Series Solutions5.7K sh$989.6K0.85%
PGIM Jennison Rising Dividend FundPrudential Investment Portfolios 53.8K sh$661.7K0.80%
FlexShares US Quality Low Volatility Index FundFlexShares Trust6.6K sh$1.1M0.70%
YieldMax(R) U.S. Stocks Target Double Distribution ETFTidal Trust II245 sh$42.9K0.65%
Pacer S&P 500 Quality FCF High Dividend ETFPacer Funds Trust20 sh$3.5K0.64%
Victory Pioneer Mid Cap Value FundVictory Portfolios IV27.7K sh$4.9M0.62%
Invesco Charter FundAIM Equity Funds (Invesco Equity Funds)111.6K sh$19.5M0.53%
Income Fund of AmericaIncome Fund of America4M sh$700.2M0.47%
RockCreek Global Equality ETFEA Series Trust2.7K sh$470K0.47%
FlexShares Quality Dividend Defensive Index FundFlexShares Trust12.5K sh$2.2M0.40%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III54K sh$9.5M0.38%
American Mutual FundAmerican Mutual Fund2.5M sh$444.2M0.38%
iShares Core High Dividend ETFiShares Trust314.4K sh$55M0.37%
Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS4.6K sh$811.9K0.35%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.3K sh$1.5M0.32%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust8.4K sh$1.5M0.32%
Nationwide Large Cap Equity PortfolioNationwide Mutual Funds45.8K sh$8M0.31%
MidCap Value Fund IPrincipal Funds, Inc40.6K sh$7.1M0.29%
Fidelity Quality Factor ETFFidelity Covington Trust22.4K sh$3.9M0.28%
Columbia U.S. Equity Income ETFColumbia ETF Trust I4.7K sh$820.1K0.27%
Victory Income Stock FundVictory Portfolios III43.8K sh$7.7M0.27%
iShares Morningstar Mid-Cap Growth ETFiShares Trust52K sh$9.1M0.23%
Dimensional US High Profitability ETFDimensional ETF Trust155.3K sh$27.2M0.22%
Innovator Equity Managed Floor ETFInnovator ETFs Trust26.2K sh$4.6M0.22%
iShares MSCI USA Min Vol Factor ETFiShares Trust286.5K sh$50.1M0.21%
U.S. High Relative Profitability PortfolioDFA INVESTMENT DIMENSIONS GROUP INC72.4K sh$12.7M0.20%
iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust13.8K sh$2.4M0.20%
Fidelity Low Volatility Factor ETFFidelity Covington Trust16K sh$2.8M0.20%
Hartford Multifactor US Equity ETFLattice Strategies Trust7.9K sh$1.4M0.20%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.1M sh$184.9M0.19%
Fidelity Mid Cap Index FundFidelity Salem Street Trust554K sh$97M0.19%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST29.6K sh$5.2M0.19%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust249.4K sh$43.6M0.18%
iShares Russell Mid-Cap Index FundBlackRock Funds27.1K sh$4.7M0.18%
Putnam Core Equity FundPutnam Funds Trust63.9K sh$11.2M0.18%
iShares Morningstar Mid-Cap ETFiShares Trust16.4K sh$2.9M0.17%
iShares MSCI USA Size Factor ETFiShares Trust4.1K sh$713K0.17%
Dimensional US Large Cap Vector ETFDimensional ETF Trust4.5K sh$788.6K0.15%
Victory Growth & Income FundVictory Portfolios III18.4K sh$3.2M0.14%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust8.3K sh$1.5M0.14%
Hartford Disciplined US Equity ETFLattice Strategies Trust1.6K sh$282K0.14%
Equity Income FundRUSSELL INVESTMENT CO1.1K sh$189.1K0.12%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III929 sh$162.6K0.11%
iShares Morningstar Mid-Cap Value ETFiShares Trust7.2K sh$1.3M0.11%
1290 Avantis U.S. Large Cap Growth Fund1290 Funds1.3K sh$230.5K0.11%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds27.2K sh$4.8M0.10%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS588.6K sh$103M0.10%
FlexShares STOXX US ESG Select Index FundFlexShares Trust780 sh$136.5K0.10%
Invesco Multi-Strategy FundAIM Investment Funds (Invesco Investment Funds)1.4K sh$248.9K0.10%
iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust10.1K sh$1.8M0.10%
iShares Core Dividend ETFiShares Trust9.6K sh$1.7M0.10%
1290 SmartBeta Equity Fund1290 Funds1.6K sh$271.5K0.09%
Manzil Russell Halal USA Broad Market ETFEA Series Trust126 sh$22.1K0.09%
First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund8K sh$1.4M0.09%
LARGE-CAP VALUE PROFUNDProFunds27 sh$4.7K0.09%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST3.5K sh$614.1K0.09%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1.4K sh$241.9K0.09%
Invesco QQQ Hedged Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust63 sh$11K0.09%
JPMorgan Flexible Income ETFJ.P. Morgan Exchange-Traded Fund Trust227 sh$39.7K0.08%
U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.7K sh$2.1M0.08%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust25.6K sh$4.5M0.08%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust1.4K sh$244K0.07%
Fidelity Stock Selector Large Cap Value FundFidelity Devonshire Trust3.5K sh$610K0.07%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust5K sh$878.9K0.07%
Fidelity Series Stock Selector Large Cap Value FundFidelity Devonshire Trust71.8K sh$12.6M0.07%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust192K sh$33.6M0.07%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS8 sh$1.4K0.06%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC140.2K sh$24.5M0.06%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust8.2K sh$1.4M0.06%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust44.2K sh$7.7M0.06%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust51.8K sh$9.1M0.06%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST4K sh$702.8K0.06%
Dimensional US Vector Equity ETFDimensional ETF Trust1.9K sh$333.3K0.06%
Nuveen Large Cap Value Index FundTIAA-CREF Funds46.9K sh$8.2M0.06%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC27.1K sh$4.7M0.06%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS4.1K sh$723.3K0.06%
Dimensional US Core Equity 1 ETFDimensional ETF Trust10.5K sh$1.8M0.05%
iShares Morningstar Growth ETFiShares Trust9.7K sh$1.7M0.05%
Global Equity FundRUSSELL INVESTMENT CO12K sh$2.1M0.05%
iShares MSCI USA Quality Factor ETFiShares Trust141.4K sh$24.7M0.05%
U.S. Large Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.1K sh$2.3M0.05%
Pacer PE/VC ETFPacer Funds Trust7 sh$1.2K0.05%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.2K sh$1.3M0.05%
JLens 500 Jewish Advocacy U.S. ETFEA Series Trust681 sh$119.2K0.05%
Invesco MSCI Global Climate 500 ETFInvesco Exchange-Traded Fund Trust II4.4K sh$772.8K0.05%
Dimensional US Core Equity Market ETFDimensional ETF Trust35K sh$6.1M0.05%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST35.5K sh$6.2M0.05%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC110.2K sh$19.3M0.05%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS21 sh$3.7K0.05%
Vox Populi ETFAdvisors Series Trust15 sh$2.6K0.05%
U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC14.3K sh$2.5M0.05%
Column Mid Cap FundTrust for Professional Managers2.8K sh$500.8K0.04%
SA Franklin Tactical Opportunities PortfolioSUNAMERICA SERIES TRUST281 sh$49.2K0.04%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS9 sh$1.6K0.04%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS12 sh$2.1K0.04%
JPMorgan Income Builder FundJPMorgan Trust I21.4K sh$3.7M0.04%
Nuveen S&P 500 Index FundTIAA-CREF Funds32.4K sh$5.7M0.04%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS7.7K sh$1.3M0.04%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust836 sh$146.3K0.04%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC33.1K sh$5.8M0.04%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust7.5K sh$1.3M0.04%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust43.3K sh$7.6M0.04%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III831 sh$145.5K0.04%
LargeCap S&P 500 Index FundPrincipal Funds, Inc30.6K sh$5.3M0.04%
E*TRADE No Fee Large Cap Index FundE Trade Trust305 sh$53.4K0.04%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST329.5K sh$57.7M0.04%
Nationwide S&P 500 Index FundNationwide Mutual Funds4.2K sh$727.3K0.04%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS146 sh$25.6K0.04%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST7.5K sh$1.3M0.04%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST4.9K sh$852.1K0.04%
Multi-Strategy Income FundRUSSELL INVESTMENT CO673 sh$117.8K0.04%
Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust42.4K sh$7.4M0.04%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.6.1K sh$1.1M0.04%
American Conservative Values ETFETF Opportunities Trust343 sh$60K0.04%
Dimensional U.S. Equity Market ETFDimensional ETF Trust47K sh$8.2M0.04%
Victory 500 Index FundVictory Portfolios III34.2K sh$6M0.04%
JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust19.7K sh$3.4M0.04%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS110 sh$19.3K0.04%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.3K sh$517.1K0.04%
TCW Transform 500 ETFTCW ETF Trust2.4K sh$421.9K0.04%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust620 sh$108.5K0.04%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust21.4K sh$3.7M0.04%
iShares Morningstar U.S. Equity ETFiShares Trust2.8K sh$485.1K0.04%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust11.9K sh$2.1M0.04%
Schwab 1000 Index FundSCHWAB INVESTMENTS47.2K sh$8.3M0.04%
iShares Dow Jones U.S. ETFiShares Trust6.3K sh$1.1M0.04%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust559 sh$97.9K0.04%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust3.5K sh$620.2K0.04%
iShares Low Carbon Optimized MSCI ACWI ETFiShares Trust2.4K sh$416.1K0.04%
Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds3.3K sh$579.1K0.04%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust80.8K sh$14.1M0.04%
Wilmington Large-Cap Strategy FundWilmington Funds1.3K sh$218.8K0.04%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST89.4K sh$15.6M0.04%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust128 sh$22.4K0.04%
iShares Total U.S. Stock Market Index FundBlackRock Funds9.5K sh$1.7M0.03%
Nuveen Equity Index FundTIAA-CREF Funds116.3K sh$20.4M0.03%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust1K sh$180.5K0.03%
Morningstar U.S. Equity FundMorningstar Funds Trust3.4K sh$595K0.03%
ULTRABULL PROFUNDProFunds319 sh$55.8K0.03%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust11.6K sh$2M0.03%
iShares MSCI Kokusai ETFiShares Trust430 sh$75.3K0.03%
E*TRADE No Fee Total Market Index FundE Trade Trust185 sh$32.4K0.03%
AMT Diversified Equity FundADVISER MANAGED TRUST661 sh$115.7K0.03%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust19 sh$3.3K0.03%
Fidelity Series All-Sector Equity FundFidelity Devonshire Trust8.6K sh$1.5M0.03%
iShares MSCI ACWI ETFiShares Trust46.9K sh$8.2M0.03%
Morningstar Alternatives FundMorningstar Funds Trust366 sh$64.1K0.03%
iShares Morningstar Value ETFiShares Trust1.8K sh$309K0.02%
BULL PROFUNDProFunds70 sh$12.3K0.02%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS127.1K sh$22.2M0.02%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust2.7K sh$470.2K0.02%
Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust20 sh$3.5K0.02%
Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust1.8K sh$317.9K0.02%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO12.7K sh$2.2M0.02%
Multi-Asset Strategy FundRUSSELL INVESTMENT CO517 sh$90.5K0.02%
Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC120 sh$21K0.01%
BlackRock Tactical Opportunities FundBlackRock Funds4.3K sh$746.2K0.01%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust102 sh$17.9K0.01%
Wilmington Global Alpha Equities FundWilmington Funds125 sh$21.9K0.01%
Fidelity Large Cap Growth Index FundFidelity Salem Street Trust20K sh$3.5M0.01%
Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust1.2K sh$209.9K0.01%
Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST2.2K sh$389K0.01%
Old Westbury Large Cap Strategies FundOld Westbury Funds Inc11.3K sh$2M0.01%
Nuveen Large Cap Growth Index FundTIAA-CREF Funds7.2K sh$1.3M0.01%
SA Schroders VCP Global Allocation PortfolioSUNAMERICA SERIES TRUST30 sh$5.3K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds134 sh$23.5K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds161 sh$28.2K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds109 sh$19.1K0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds56 sh$9.8K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds15 sh$2.6K0.00%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-1.1K sh-$201.1K-0.06%
Hedgeye 130/30 Equity ETFETF Opportunities Trust-372 sh-$65.1K-0.29%
Hedgeye Fourth Turning ETFETF Opportunities Trust-1.6K sh-$277.6K-0.33%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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