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Wendy's
WEN

Overview Fund Activity

395 hedge funds and large institutions have $2.24B invested in Wendy's in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 162 increasing their positions, 116 reducing their positions, and 81 closing their positions.

Holders
395
Holders Change
-24
Holders Change %
-5.73%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
162
Reduced
116
Closed
81
Calls
$21.5M
Puts
$76.8M
Net Calls
-$55.3M
Net Calls Change
-$29.5M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$54.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$158M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$57.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$87.9M
5
Norges Bank
5
Norges Bank
Norway
$18.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$23.4M
2
Invesco
2
Invesco
Georgia
$7.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.2M
4
Northern Trust
4
Northern Trust
Illinois
$23.1M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$348M 30,434,794 +11,111 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$243M 21,257,705 -376,521 -2%
BlackRock
3
BlackRock
New York
$226M 19,770,080 -4,407 -0%
AQR Capital Management
4
AQR Capital Management
Connecticut
$158M 13,843,438 +3,205,269 +30%
Harris Associates
5
Harris Associates
Illinois
$126M 11,076,295 +1,324,985 +14%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$87.9M 7,699,043 +1,690,346 +28%
Charles Schwab
7
Charles Schwab
California
$75.1M 6,573,171 -194,552 -3%
State Street
8
State Street
Massachusetts
$58.6M 5,131,100 -536,968 -9%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$57.6M 5,041,012 +1,915,465 +61%
UBS Group
10
UBS Group
Switzerland
$54.9M 4,811,580 +3,479,892 +261%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$49.2M 4,311,795 +194,059 +5%
Morgan Stanley
12
Morgan Stanley
New York
$49.1M 4,303,507 +1,352,186 +46%
Millennium Management
13
Millennium Management
New York
$44.9M 3,929,304 +105,812 +3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$37.5M 3,283,711 +69,828 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$36.5M 3,195,270 -137,401 -4%
Bank of America
16
Bank of America
North Carolina
$31.5M 2,760,127 +710,239 +35%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$27.8M 2,436,054 -141,305 -5%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$23.4M 2,048,988 -2,420,356 -54%
Northern Trust
19
Northern Trust
Illinois
$23.1M 2,022,860 -964,472 -32%
Norges Bank
20
Norges Bank
Norway
$18.9M 1,657,531 +1,657,531 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$16.2M 1,419,986 -966,600 -41%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$13M 1,134,230 +1,116,979 +6,475%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$12.1M 1,061,864 -575,925 -35%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$11.8M 1,032,790 -11,625 -1%
Goldman Sachs
25
Goldman Sachs
New York
$11.3M 989,540 -85,860 -8%
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