WEN icon

Wendy's
WEN

Overview Fund Activity

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

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.5M
2
Squarepoint
2
Squarepoint
New York
$81.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$31.2M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$25.6M
5
UBS Group
5
UBS Group
Switzerland
$29.7M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$48.2M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$15M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWA
251
FSM Wealth Advisors
Ohio
$228K +$861 +58 +0.4%
TRCT
252
Tower Research Capital (TRC)
New York
$225K +$106K +6,480 +88%
IFU
253
iSAM Funds (UK)
United Kingdom
$221K +$221K +13,548 New
NA
254
NewEdge Advisors
Louisiana
$218K +$213K +13,097 +5,096%
EMPI
255
Elo Mutual Pension Insurance
Finland
$217K +$217K +13,305 New
JF
256
Jump Financial
Illinois
$216K +$216K +13,271 New
OQS
257
Occudo Quantitative Strategies
Florida
$215K +$215K +13,185 New
KF
258
Krilogy Financial
Missouri
$212K +$212K +13,003 New
FC
259
FORA Capital
Florida
$212K -$220K -13,523 -51%
GCIA
260
Gabelli & Co Investment Advisers
New York
$212K +$212K +13,000 New
SAM
261
Securian Asset Management
Minnesota
$211K -$5.02K -308 -2%
Nisa Investment Advisors
262
Nisa Investment Advisors
Missouri
$210K -$228K -14,000 -52%
TPA
263
Trivium Point Advisory
Connecticut
$206K -$88.9K -5,453 -30%
YIH
264
Y-Intercept (HK)
Hong Kong
$203K -$680K -41,713 -77%
SOW
265
State of Wyoming
Wyoming
$199K -$61.5K -3,776 -24%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$198K +$155K +9,519 +360%
AAP
267
Arax Advisory Partners
Colorado
$198K +$177K +10,881 +862%
TL
268
TowerView LLC
New York
$196K -$171K -10,500 -47%
CIA
269
Capital Investment Advisors
Georgia
$195K +$7.91K +485 +4%
CPA
270
Capital Performance Advisors
California
$193K -$11.3K -696 -6%
AFGAS
271
Allegiance Financial Group Advisory Services
Virginia
$191K +$191K +11,745 New
MLA
272
My Legacy Advisors
Oregon
$188K -$4.92K -325 -3%
GHA
273
GW Henssler & Associates
Georgia
$187K – – –
JIC
274
Johnson Investment Counsel
Ohio
$187K -$1.34K -82 -0.7%
FAIM
275
Financial Advocates Investment Management
Washington
$186K -$4.08K -250 -2%
9 10
11
12 13