419 hedge funds and large institutions have $2.73B invested in Wendy's in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 110 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
172
Reduced
110
Closed
70
Calls
$60.3M
Puts
$86.2M
Net Calls
-$25.8M
Net Calls Change
-$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
226
Winton Group
United Kingdom
$266K -$5.09K -348 -2%
ECM
227
Evergreen Capital Management
Washington
$263K +$106K +7,241 +67%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$262K +$33.6K +2,303 +15%
RFC
229
Regions Financial Corp
Alabama
$256K
Connor, Clark & Lunn Investment Management (CC&L)
230
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$252K +$252K +17,251 New
Lido Advisors
231
Lido Advisors
California
$250K -$73 -5 -0%
SPA
232
Sherbrooke Park Advisers
New York
$250K +$250K +17,074 New
HWM
233
HB Wealth Management
Georgia
$248K +$95.9K +6,557 +63%
PCG
234
Prosperity Consulting Group
Maryland
$247K -$3.19K -218 -1%
FWA
235
FSM Wealth Advisors
Ohio
$237K +$12.3K +842 +5%
TWPM
236
Total Wealth Planning & Management
Florida
$236K
SSA
237
Schonfeld Strategic Advisors
New York
$229K -$1.15M -78,646 -83%
M&T Bank
238
M&T Bank
New York
$229K +$75.5K +5,163 +49%
SC
239
Syon Capital
California
$228K +$228K +15,559 New
CAM
240
Cresset Asset Management
Illinois
$225K +$225K +15,380 New
SI
241
Stephens Inc
Arkansas
$224K +$224K +15,339 New
1SB
242
1ST Source Bank
Indiana
$221K
ETS
243
ESL Trust Services
New York
$217K
ORG
244
Optimist Retirement Group
Washington
$216K +$216K +14,734 New
Pathstone Holdings
245
Pathstone Holdings
New Jersey
$213K -$107K -7,290 -33%
US Bancorp
246
US Bancorp
Minnesota
$212K -$55.8K -3,817 -21%
TL
247
TowerView LLC
New York
$212K +$36.6K +2,500 +21%
O3W
248
Omni 360 Wealth
New Jersey
$211K +$211K +14,448 New
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$211K -$7.23K -582 -3%
CGH
250
Crossmark Global Holdings
Texas
$211K +$1.21K +83 +0.6%