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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
PFBT
326
Parkside Financial Bank & Trust
Missouri
$10K
CFB
327
Cullen/Frost Bankers
Texas
$9.86K
CA
328
CoreCap Advisors
Michigan
$9.16K
Nomura Asset Management
329
Nomura Asset Management
Japan
$9.16K
BSB
330
Bangor Savings Bank
Maine
$9.16K
QC
331
Quent Capital
New York
$8.35K
JGCM
332
Joseph Group Capital Management
Ohio
$8.32K
RA
333
Rise Advisors
New York
$6.9K
PAI
334
Pittenger & Anderson Inc
Nebraska
$6.87K
TWC
335
TD Waterhouse Canada
Ontario, Canada
$6.63K
CIAM
336
Caitong International Asset Management
Hong Kong
$6.47K
PS
337
Principal Securities
Iowa
$6.19K
CFD
338
Creative Financial Designs
Indiana
$5.73K
TCM
339
Triumph Capital Management
Colorado
$5.72K
AUB
340
Atlantic Union Bankshares
Virginia
$5.5K
GI
341
GAMMA Investing
California
$5.16K
ITIM
342
Indiana Trust & Investment Management
Indiana
$4.96K
CBT
343
Crews Bank & Trust
Florida
$4.86K
SHIM
344
Stone House Investment Management
Pennsylvania
$4.63K
ME
345
McIlrath & Eck
Washington
$4.36K
CA
346
Crewe Advisors
Utah
$4.03K
CT
347
Clearstead Trust
Maine
$3.93K
FMP
348
Financial Management Professionals
Texas
$3.89K
JWM
349
JPL Wealth Management
Colorado
$3.89K
PTC
350
Private Trust Company
Ohio
$3.66K