357 hedge funds and large institutions have $3.57B invested in Wendy's in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 35 closing their positions.

Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
124
Reduced
106
Closed
35
Calls
$25.7M
Puts
$21.1M
Net Calls
+$4.61M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
326
Tradition Wealth Management
Minnesota
$3K
JWA
327
JFS Wealth Advisors
Pennsylvania
$2.55K +$196 +9 +8%
BIA
328
Bell Investment Advisors
California
$2.46K -$22 -1 -0.9%
CSC
329
Caldwell Sutter Capital
California
$2.18K
TAIM
330
TD Ameritrade Investment Management
Nebraska
$2K -$1.54K -60 -43%
BTI
331
Blue Trust Inc
Georgia
$2K
Loomis, Sayles & Company
332
Loomis, Sayles & Company
Massachusetts
$2K +$2K +94 New
GWS
333
Glassman Wealth Services
Virginia
$1.72K
EWA
334
EverSource Wealth Advisors
Alabama
$1.57K +$500 +23 +47%
DJSG
335
D.J. St. Germain
Massachusetts
$1.48K +$1.48K +68 New
HWM
336
HighMark Wealth Management
Minnesota
$1.06K +$22 +1 +2%
EARNEST Partners
337
EARNEST Partners
Georgia
$979
MHR
338
Matthew Hamilton Rosenberg
$805
DI
339
Disciplined Investments
Oklahoma
$805 +$22 +1 +3%
SIC
340
SJS Investment Consulting
Ohio
$696 -$174 -8 -20%
VCM
341
Versant Capital Management
Arizona
$674
First Manhattan
342
First Manhattan
New York
$630
FGAM
343
Financial Gravity Asset Management
Texas
$605 +$605 +22 New
IWP
344
IAG Wealth Partners
Wisconsin
$587
SWA
345
Sutton Wealth Advisors
Florida
$566
GWMIA
346
Global Wealth Management Investment Advisory
Florida
$544 +$544 +25 New
BAAM
347
Baker Avenue Asset Management
California
$457
CA
348
Clearstead Advisors
Ohio
$435 +$435 +20 New
LWANC
349
Laurel Wealth Advisors (North Carolina)
North Carolina
$327
PFBT
350
Parkside Financial Bank & Trust
Missouri
$305 +$305 +14 New