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 %
BIG
326
Brooklyn Investment Group
New York
$12.4K +$502 +44 +4%
CFB
327
Cullen/Frost Bankers
Texas
$12.3K
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$12.2K -$23 -2 -0.2%
CFD
329
Creative Financial Designs
Indiana
$12K +$91 +8 +0.8%
Nomura Asset Management
330
Nomura Asset Management
Japan
$11.4K
BSB
331
Bangor Savings Bank
Maine
$11.4K +$5.71K +500 +100%
JGCM
332
Joseph Group Capital Management
Ohio
$10.4K
FFA
333
Farther Finance Advisors
California
$9.84K -$14.5K -1,272 -60%
PS
334
Principal Securities
Iowa
$8.76K -$11K -964 -56%
PAI
335
Pittenger & Anderson Inc
Nebraska
$8.57K
RA
336
Rise Advisors
New York
$8.48K +$103 +9 +1%
BC
337
Bayforest Capital
United Kingdom
$7.56K -$84.2K -7,374 -92%
TWC
338
TD Waterhouse Canada
Ontario, Canada
$7.11K
SAS
339
Spurstone Advisory Services
Connecticut
$6.85K +$6.85K +600 New
ITIM
340
Indiana Trust & Investment Management
Indiana
$6.18K
CBT
341
Crews Bank & Trust
Florida
$6.06K
SHIM
342
Stone House Investment Management
Pennsylvania
$5.77K
ME
343
McIlrath & Eck
Washington
$5.44K
CT
344
Clearstead Trust
Maine
$4.9K +$1.87K +164 +62%
FMP
345
Financial Management Professionals
Texas
$4.85K
PTC
346
Private Trust Company
Ohio
$4.57K -$11.4K -1,000 -71%
HIA
347
Harbor Investment Advisory
Maryland
$4.28K
GA
348
GoalVest Advisory
New York
$4.17K +$4.17K +365 New
AAS
349
Ameritas Advisory Services
Nebraska
$4.13K +$4.13K +361 New
NB
350
NBT Bank
New York
$4.04K +$57 +5 +1%