399 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, 117 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $2.73B → $2.25B (-$483M)

22% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 81

70% less call options, than puts

Call options by funds: $24.5M | Put options by funds: $81.2M

Holders
399
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.5M
Puts
$81.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
251
UMB Bank
Missouri
$150K
WPWM
252
Western Pacific Wealth Management
Illinois
$149K
GCIA
253
Gabelli & Co Investment Advisers
New York
$148K
EWA
254
EverSource Wealth Advisors
Alabama
$147K
PP
255
PDS Planning
Ohio
$147K
MOS
256
MGO One Seven
Ohio
$142K
AFP
257
Ausdal Financial Partners
Iowa
$142K
CIA
258
Capital Investment Advisors
Georgia
$140K
SAM
259
Securian Asset Management
Minnesota
$140K
NA
260
NewEdge Advisors
Louisiana
$135K
WH
261
Whitcomb & Hess
Ohio
$134K
JIC
262
Johnson Investment Counsel
Ohio
$132K
OAM
263
Oxford Asset Management
United Kingdom
$131K
FIA
264
Foundations Investment Advisors
Arizona
$129K
UCFA
265
United Capital Financial Advisors
Texas
$126K
FAIM
266
Financial Advocates Investment Management
Washington
$125K
PW
267
Paladin Wealth
Minnesota
$124K
GHA
268
GW Henssler & Associates
Georgia
$122K
CPA
269
Capital Performance Advisors
California
$122K
MG
270
Marex Group
$121K
DO
271
denkapparat Operations
Germany
$118K
EFG
272
Everhart Financial Group
Ohio
$116K
SCM
273
SCS Capital Management
Massachusetts
$116K
BPAMU
274
BTG Pactual Asset Management US
New York
$115K
HNB
275
Huntington National Bank
Ohio
$115K