419 hedge funds and large institutions have $2.73B invested in Wendy's in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 110 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
172
Reduced
110
Closed
70
Calls
$60.3M
Puts
$86.2M
Net Calls
-$25.8M
Net Calls Change
-$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
326
Mather Group
Illinois
$33.1K
SS
327
SBI Securities
Japan
$33K +$5.65K +386 +21%
LC
328
Lindbrook Capital
California
$32.9K -$4.33K -296 -12%
FFA
329
Farther Finance Advisors
California
$31.4K +$28.8K +1,957 +1,112%
HBW
330
Hazlett, Burt & Watson
West Virginia
$31K
PS
331
Principal Securities
Iowa
$28.2K
SIS
332
Strategic Investment Solutions
Illinois
$24.1K +$1.61K +110 +7%
ABWM
333
Alpine Bank Wealth Management
Colorado
$24K +$24K +1,637 New
SAM
334
S.A. Mason
Michigan
$23.4K -$29.3K -2,000 -56%
Fifth Third Bancorp
335
Fifth Third Bancorp
Ohio
$23.3K -$8.6K -588 -27%
PA
336
Parallel Advisors
California
$23.2K -$20.5K -1,404 -47%
FMB
337
Field & Main Bank
Kentucky
$21.9K
M
338
MOTCO
Texas
$20.7K
PTC
339
Private Trust Company
Ohio
$20.5K +$14.6K +1,000 +250%
AssetMark Inc
340
AssetMark Inc
California
$19.1K +$16.9K +1,155 +786%
LI
341
LRI Investments
Florida
$18.4K
CA
342
CoreCap Advisors
Michigan
$18.3K
FUBT
343
First United Bank & Trust
Maryland
$18K
AF
344
Allworth Financial
California
$17.7K -$9.54K -743 -35%
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$17.6K +$980 +67 +6%
RF
346
Rossby Financial
Florida
$16.9K +$16.9K +1,320 New
Walleye Capital
347
Walleye Capital
New York
$16.8K -$145K -9,931 -90%
HFM
348
Harvest Fund Management
China
$16K +$16K +1,075 New
CFB
349
Cullen/Frost Bankers
Texas
$15.7K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$15.7K +$10.5K +715 +201%