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Wendy's

397 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, 116 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-22
Holders Change %
-5.25%
% of All Funds
5.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
164
Reduced
116
Closed
81
Calls
$24.5M
Puts
$81.2M
Net Calls
-$56.7M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Capital
301
Walleye Capital
New York
$26.1K +$13K +1,139 +99%
Nisa Investment Advisors
302
Nisa Investment Advisors
Missouri
$25.1K -$8.14K -713 -24%
MYIA
303
Mount Yale Investment Advisors
Colorado
$24.7K +$24.7K +2,167 New
GRP
304
Global Retirement Partners
California
$24.5K +$24.5K +2,143 New
HBW
305
Hazlett, Burt & Watson
West Virginia
$24K
TSMHT
306
Thurston Springer Miller Herd & Titak
Indiana
$24K +$17.1K +1,500 +250%
CI
307
CX Institutional
Indiana
$21K +$18.6K +1,618 +782%
GWM
308
Geneos Wealth Management
Colorado
$20.5K -$70.6K -6,185 -78%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$20.4K +$2.18K +191 +12%
LFG
310
Larson Financial Group
Missouri
$19.9K +$12.7K +1,108 +176%
ABWM
311
Alpine Bank Wealth Management
Colorado
$18.7K
SAM
312
S.A. Mason
Michigan
$18.3K
GI
313
GAMMA Investing
California
$17.6K -$31.1K -2,722 -64%
FMB
314
Field & Main Bank
Kentucky
$17.1K
AssetMark Inc
315
AssetMark Inc
California
$16.7K +$1.83K +160 +12%
HFM
316
Harvest Fund Management
China
$16K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$15.7K +$14K +1,222 +815%
LWANC
318
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$13.7K +157 +1,047%
CA
319
CoreCap Advisors
Michigan
$14.3K
FUBT
320
First United Bank & Trust
Maryland
$14.1K
M
321
MOTCO
Texas
$14K
HNW
322
High Note Wealth
Minnesota
$13.9K -$13.9K -1,214 -50%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$13.8K
LI
324
LRI Investments
Florida
$13.7K -$662 -58 -5%
HIM
325
Hillsdale Investment Management
Ontario, Canada
$12.6K -$48K -4,200 -79%