WEN icon

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
HNB
276
Huntington National Bank
Ohio
$92.8K
SOW
277
State of Wyoming
Wyoming
$92.6K
PA
278
Pinnacle Associates
New York
$92K
CI
279
Cherokee Insurance
Michigan
$91.6K
LSV Asset Management
280
LSV Asset Management
Illinois
$90K
MCM
281
MAI Capital Management
Ohio
$85.5K
C
282
Covestor
United Kingdom
$79K
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$78.5K
SNB
284
Security National Bank
Nebraska
$72.9K
PA
285
Parallel Advisors
California
$68.9K
S
286
SignatureFD
Georgia
$61.6K
PNC Financial Services Group
287
PNC Financial Services Group
Pennsylvania
$61.2K
MIM
288
MetLife Investment Management
New Jersey
$54.7K
DekaBank Deutsche Girozentrale
289
DekaBank Deutsche Girozentrale
Germany
$54K
SCM
290
Sterling Capital Management
North Carolina
$52.1K
FFA
291
Farther Finance Advisors
California
$49.5K
SIC
292
SJS Investment Consulting
Ohio
$48.2K
IA
293
IFP Advisors
Florida
$43.6K
TWD
294
True Wealth Design
Ohio
$43K
SO
295
STRS Ohio
Ohio
$35.1K
SPIA
296
Steward Partners Investment Advisory
New York
$31.8K
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$29.8K
VCM
298
Versant Capital Management
Arizona
$29K
BCWM
299
Bartlett & Co Wealth Management
Ohio
$28.5K
CPG
300
Cornerstone Planning Group
New Jersey
$28K