397 hedge funds and large institutions have $2.25B invested in Wendy's in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 116 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-22
Holders Change %
-5.25%
% of All Funds
5.32%
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
164
Reduced
116
Closed
81
Calls
$24.5M
Puts
$81.2M
Net Calls
-$56.7M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
226
State of Wyoming
Wyoming
$196K +$72.4K +6,340 +58%
Lido Advisors
227
Lido Advisors
California
$196K +$628 +55 +0.3%
US Bancorp
228
US Bancorp
Minnesota
$195K +$29.3K +2,568 +18%
M&T Bank
229
M&T Bank
New York
$194K +$15K +1,310 +8%
WorldQuant Millennium Advisors
230
WorldQuant Millennium Advisors
New York
$189K +$189K +16,585 New
MMA
231
Miracle Mile Advisors
California
$187K -$22.7K -1,991 -11%
FRA
232
Frank Rimerman Advisors
California
$183K +$183K +16,056 New
KAS
233
Kestra Advisory Services
Texas
$179K +$24.5K +2,147 +16%
Prudential Financial
234
Prudential Financial
New Jersey
$179K +$46.4K +4,067 +35%
MFS
235
Miller Financial Services
Michigan
$177K +$16K +1,401 +10%
FWA
236
FSM Wealth Advisors
Ohio
$175K -$7.8K -690 -4%
WWC
237
Waypoint Wealth Counsel
Georgia
$172K +$172K +15,045 New
WA
238
Waverly Advisors
Alabama
$170K +$26.6K +2,333 +19%
SFC
239
SYM Financial Corp
Indiana
$170K +$170K +14,869 New
ETS
240
ESL Trust Services
New York
$170K
CGH
241
Crossmark Global Holdings
Texas
$170K +$5.03K +440 +3%
TPA
242
Trivium Point Advisory
Connecticut
$168K +$12.8K +1,121 +8%
1SB
243
1ST Source Bank
Indiana
$167K -$5.71K -500 -3%
TL
244
TowerView LLC
New York
$166K
MM
245
MQS Management
New York
$161K +$161K +14,102 New
WG
246
Winton Group
United Kingdom
$161K -$46.7K -4,092 -23%
SWM
247
Sendero Wealth Management
Texas
$160K +$23K +2,013 +17%
NP
248
NorthRock Partners
Minnesota
$152K +$152K +13,337 New
TCA
249
Transcend Capital Advisors
New Jersey
$151K +$151K +13,205 New
UB
250
UMB Bank
Missouri
$150K +$53.6K +4,691 +55%