419 hedge funds and large institutions have $2.73B invested in Wendy's in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 110 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
172
Reduced
110
Closed
70
Calls
$60.3M
Puts
$86.2M
Net Calls
-$25.8M
Net Calls Change
-$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
276
Coldstream Capital Management
Washington
$163K +$163K +11,124 New
USAA
277
United Services Automobile Association
Texas
$161K +$161K +11,021 New
IAA
278
Independent Advisor Alliance
North Carolina
$161K -$278 -19 -0.2%
GAA
279
Global Assets Advisory
Florida
$161K +$161K +12,000 New
CA
280
Claro Advisors
Massachusetts
$159K -$1.1K -75 -0.7%
NAM
281
NorthCrest Asset Manangement
Minnesota
$159K -$5.84K -399 -4%
SOW
282
State of Wyoming
Wyoming
$159K -$19.5K -1,335 -11%
GHA
283
GW Henssler & Associates
Georgia
$157K
CPA
284
Capital Performance Advisors
California
$156K -$17.7K -1,209 -10%
DO
285
denkapparat Operations
Germany
$151K +$151K +10,338 New
CPIG
286
Chicago Partners Investment Group
Illinois
$151K -$60.2K -5,119 -28%
Lazard Asset Management
287
Lazard Asset Management
New York
$149K +$29.5K +2,022 +25%
PCM
288
Prelude Capital Management
New York
$149K +$149K +10,155 New
EFG
289
Everhart Financial Group
Ohio
$148K +$148K +10,101 New
PA
290
Pinnacle Associates
New York
$147K
MCM
291
MAI Capital Management
Ohio
$134K +$673 +46 +0.5%
PNC Financial Services Group
292
PNC Financial Services Group
Pennsylvania
$131K -$155K -10,562 -54%
KBC Group
293
KBC Group
Belgium
$127K +$37.5K +2,555 +42%
UB
294
UMB Bank
Missouri
$124K +$31.4K +2,146 +34%
QL
295
Quarry LP
New York
$123K -$37.6K -2,568 -23%
BC
296
Bayforest Capital
United Kingdom
$118K -$125K -8,526 -51%
VFM
297
Viking Fund Management
North Dakota
$117K +$43.9K +3,000 +60%
GWM
298
Geneos Wealth Management
Colorado
$117K +$70K +4,785 +150%
Russell Investments Group
299
Russell Investments Group
United Kingdom
$114K +$70.7K +4,834 +162%
Jones Financial Companies
300
Jones Financial Companies
Missouri
$109K +$14.6K +996 +15%