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Wendy's
WEN

Overview Fund Activity

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
$54.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
$158M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$57.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$87.9M
5
Morgan Stanley
Morgan Stanley
New York
$49.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M
2
Invesco
Invesco
Georgia
$7.01M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.2M
4
Northern Trust
Northern Trust
Illinois
$23.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPWM
251
Western Pacific Wealth Management
Illinois
$149K – – –
GCIA
252
Gabelli & Co Investment Advisers
New York
$148K – – –
EWA
253
EverSource Wealth Advisors
Alabama
$147K +$118K +10,337 +407%
PP
254
PDS Planning
Ohio
$147K +$147K +12,849 New
MOS
255
MGO One Seven
Ohio
$142K -$98K -8,577 -41%
AFP
256
Ausdal Financial Partners
Iowa
$142K -$5.03K -440 -3%
CIA
257
Capital Investment Advisors
Georgia
$140K +$1.71K +150 +1%
SAM
258
Securian Asset Management
Minnesota
$140K -$7.54K -660 -5%
NA
259
NewEdge Advisors
Louisiana
$135K +$2.9K +254 +2%
WH
260
Whitcomb & Hess
Ohio
$134K +$1.64K +144 +1%
JIC
261
Johnson Investment Counsel
Ohio
$132K +$1.41K +123 +1%
OAM
262
Oxford Asset Management
United Kingdom
$131K +$131K +11,462 New
FIA
263
Foundations Investment Advisors
Arizona
$129K +$914 +80 +0.7%
UCFA
264
United Capital Financial Advisors
Texas
$126K +$126K +10,999 New
FAIM
265
Financial Advocates Investment Management
Washington
$125K -$5.73K -502 -4%
PW
266
Paladin Wealth
Minnesota
$124K +$124K +10,895 New
GHA
267
GW Henssler & Associates
Georgia
$122K +$57 +5 +0%
CPA
268
Capital Performance Advisors
California
$122K +$34 +3 +0%
MG
269
Marex Group
$121K +$121K +10,568 New
DO
270
denkapparat Operations
Germany
$118K – – –
EFG
271
Everhart Financial Group
Ohio
$116K +$697 +61 +0.6%
SCM
272
SCS Capital Management
Massachusetts
$116K +$116K +10,155 New
BPAMU
273
BTG Pactual Asset Management US
New York
$115K +$115K +10,056 New
HNB
274
Huntington National Bank
Ohio
$115K -$37.5K -3,280 -25%
PA
275
Pinnacle Associates
New York
$115K – – –
9 10
11
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