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Wendy's

395 hedge funds and large institutions have $1.66B invested in Wendy's in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

26% less capital invested

Capital invested by funds: $2.25B → $1.66B (-$585M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $88M

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.3M
Puts
$88M
Net Calls
Net Calls Change

Top Sellers

1 -$48.9M
2 -$43.6M
3 -$28.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
5
UBS Group
UBS Group
Switzerland
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
251
Transcend Capital Advisors
New Jersey
$120K
WPWM
252
Western Pacific Wealth Management
Illinois
$120K
GCIA
253
Gabelli & Co Investment Advisers
New York
$119K
MFS
254
Miller Financial Services
Michigan
$118K
PP
255
PDS Planning
Ohio
$118K
CGH
256
Crossmark Global Holdings
Texas
$118K
AG
257
Ascent Group
Virginia
$117K
QL
258
Quarry LP
New York
$116K
BPAMU
259
BTG Pactual Asset Management US
New York
$113K
CIA
260
Capital Investment Advisors
Georgia
$111K
WH
261
Whitcomb & Hess
Ohio
$111K
CFG
262
Citizens Financial Group
Rhode Island
$110K
VFM
263
Viking Fund Management
North Dakota
$110K
JIC
264
Johnson Investment Counsel
Ohio
$110K
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$109K
CPA
266
Capital Performance Advisors
California
$108K
KAS
267
Kestra Advisory Services
Texas
$108K
HSBC Holdings
268
HSBC Holdings
United Kingdom
$103K
NA
269
NewEdge Advisors
Louisiana
$103K
IIM
270
INTECH Investment Management
Florida
$102K
CCM
271
Coldstream Capital Management
Washington
$101K
P
272
Pitcairn
Pennsylvania
$99.3K
QCG
273
Quadrant Capital Group
Ohio
$95.4K
DO
274
denkapparat Operations
Germany
$94.7K
BC
275
Bridgefront Capital
Texas
$94.2K