420 hedge funds and large institutions have $3.04B invested in Wendy's in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
86
Increased
136
Reduced
137
Closed
48
Calls
$30M
Puts
$27.7M
Net Calls
+$2.35M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
226
MGO One Seven
Ohio
$297K -$2.38K -146 -0.8%
DFCM
227
Dark Forest Capital Management
Puerto Rico
$293K +$293K +17,947 New
PCM
228
Polymer Capital Management
New York
$287K +$287K +17,582 New
BAM
229
Blueshift Asset Management
New Jersey
$286K -$704K -43,177 -71%
RFC
230
Regions Financial Corp
Alabama
$285K
PAG
231
Poinciana Advisors Group
Florida
$284K +$284K +17,444 New
Lido Advisors
232
Lido Advisors
California
$279K +$279K +17,089 New
PCG
233
Prosperity Consulting Group
Maryland
$278K -$278K -17,034 -50%
RS
234
R Squared
Hong Kong
$274K +$274K +16,782 New
CPIG
235
Chicago Partners Investment Group
Illinois
$273K +$119K +7,831 +77%
BC
236
Bayforest Capital
United Kingdom
$270K +$270K +16,562 New
CIBC Private Wealth Group
237
CIBC Private Wealth Group
Georgia
$267K -$35.7K -2,349 -12%
SG Americas Securities
238
SG Americas Securities
New York
$267K -$222K -13,621 -45%
TWPM
239
Total Wealth Planning & Management
Florida
$262K +$262K +16,100 New
SM
240
Sciencast Management
New Jersey
$256K +$256K +15,734 New
Natixis Advisors
241
Natixis Advisors
Massachusetts
$255K +$14.6K +897 +6%
TI
242
Tidal Investments
Wisconsin
$251K +$85.9K +5,270 +52%
SFC
243
SYM Financial Corp
Indiana
$246K -$8.12K -498 -3%
1SB
244
1ST Source Bank
Indiana
$246K
ETS
245
ESL Trust Services
New York
$242K +$242K +14,866 New
Wolverine Trading
246
Wolverine Trading
Illinois
$236K -$284K -17,477 -55%
CGH
247
Crossmark Global Holdings
Texas
$234K -$719 -44 -0.3%
IWC
248
Integrated Wealth Concepts
Massachusetts
$232K +$232K +14,260 New
PA
249
Probity Advisors
Texas
$232K +$41.8K +2,564 +22%
MFS
250
Miller Financial Services
Michigan
$229K +$229K +14,056 New