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
Name Holding Trade Value Shares
Change
Shares
Change %
WH
276
Whitcomb & Hess
Ohio
$185K -$848 -52 -0.5%
NAM
277
NorthCrest Asset Manangement
Minnesota
$184K +$184K +11,272 New
AFP
278
Ausdal Financial Partners
Iowa
$183K +$16.4K +1,008 +10%
FIA
279
Foundations Investment Advisors
Arizona
$182K -$2.05K -126 -1%
Walleye Capital
280
Walleye Capital
New York
$181K -$595K -36,533 -77%
IAA
281
Independent Advisor Alliance
North Carolina
$180K +$2.01K +123 +1%
HNB
282
Huntington National Bank
Ohio
$179K -$14K -856 -7%
CFGS
283
Concourse Financial Group Securities
Alabama
$179K -$11.8K -831 -6%
QL
284
Quarry LP
New York
$179K +$179K +10,973 New
CA
285
Claro Advisors
Massachusetts
$179K -$188K -11,539 -51%
ECM
286
Evergreen Capital Management
Washington
$176K +$176K +10,769 New
Voloridge Investment Management
287
Voloridge Investment Management
Florida
$173K +$173K +10,633 New
EW
288
Evoke Wealth
California
$173K -$17.6K -1,078 -9%
MF
289
Magnetar Financial
Illinois
$173K +$173K +10,629 New
M&T Bank
290
M&T Bank
New York
$171K -$22.4K -1,375 -12%
VT
291
Vise Technologies
New York
$171K +$171K +10,469 New
HWM
292
HB Wealth Management
Georgia
$169K -$10.3K -630 -6%
FPAS
293
Focus Partners Advisor Solutions
Missouri
$166K -$219K -13,450 -57%
VPIM
294
Vanguard Personalized Indexing Management
California
$166K -$59.5K -3,651 -26%
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$164K -$71.2K -4,374 -30%
PA
296
Pinnacle Associates
New York
$164K
WPWM
297
Western Pacific Wealth Management
Illinois
$154K +$50.9K +3,120 +49%
MCM
298
MAI Capital Management
Ohio
$149K +$149K +9,135 New
Lazard Asset Management
299
Lazard Asset Management
New York
$133K -$97.1K -5,987 -42%
VWM
300
Venturi Wealth Management
Texas
$126K +$27.2K +1,666 +27%