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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
IRC
301
Investors Research Corp
Georgia
$27.5K
RFS
302
Richardson Financial Services
Massachusetts
$26.5K
PK
303
Pflug Koory
Nebraska
$25.7K
SS
304
SBI Securities
Japan
$24.8K
BNP Paribas Asset Management
305
BNP Paribas Asset Management
France
$22K
MG
306
Mather Group
Illinois
$20.7K
GRP
307
Global Retirement Partners
California
$20.5K
HBW
308
Hazlett, Burt & Watson
West Virginia
$19K
WANY
309
Wealthspire Advisors (New York)
New York
$18.5K
CI
310
CX Institutional
Indiana
$17K
Bessemer Group
311
Bessemer Group
New Jersey
$17K
HFM
312
Harvest Fund Management
China
$16K
SL
313
Salomon & Ludwin
Virginia
$15.3K
FMB
314
Field & Main Bank
Kentucky
$13.7K
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$13.4K
M
316
MOTCO
Texas
$13K
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$12.9K
HI
318
Harbour Investments
Wisconsin
$12.8K
AssetMark Inc
319
AssetMark Inc
California
$11.9K
DB
320
Danske Bank
Denmark
$11.9K
LFG
321
Larson Financial Group
Missouri
$11.9K
FUBT
322
First United Bank & Trust
Maryland
$11.3K
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$11.1K
SAS
324
Spurstone Advisory Services
Connecticut
$11K
HIM
325
Hillsdale Investment Management
Ontario, Canada
$10.1K