We are live on ! Find out more

407 hedge funds and large institutions have $1.33B invested in Wendy's in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 141 increasing their positions, 133 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

16% less capital invested

Capital invested by funds: $1.59B → $1.33B (-$258M)

32% less call options, than puts

Call options by funds: $43.6M | Put options by funds: $64M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
407
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
$43.6M
Puts
$64M
Net Calls
Net Calls Change

Top Buyers

1 +$29.1M
2 +$28.9M
3 +$25.2M
4
Wells Fargo
Wells Fargo
California
+$20.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$17.3M

Top Sellers

1 -$66.1M
2 -$31.1M
3 -$24.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.9M
5
Jane Street
Jane Street
New York
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
326
CX Institutional
Indiana
$13K
AAP
327
Arax Advisory Partners
Colorado
$12.8K
VCM
328
Versant Capital Management
Arizona
$12.4K
LFG
329
Larson Financial Group
Missouri
$12.4K
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8K
TWD
331
True Wealth Design
Ohio
$11.4K
M
332
MOTCO
Texas
$11.1K
KCM
333
Key Capital Management
Tennessee
$10.9K
FMB
334
Field & Main Bank
Kentucky
$10.4K
AFC
335
Ares Financial Consulting
California
$9.12K
FUBT
336
First United Bank & Trust
Maryland
$8.57K
SWM
337
Spire Wealth Management
Virginia
$7.98K
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$7.9K
CA
339
CoreCap Advisors
Michigan
$6.95K
RFP
340
Root Financial Partners
California
$6.68K
AssetMark Inc
341
AssetMark Inc
California
$6.64K
CFB
342
Cullen/Frost Bankers
Texas
$5.96K
S
343
Sachetta
Massachusetts
$5.75K
MWA
344
Medallion Wealth Advisors
Connecticut
$5.56K
NA
345
NewEdge Advisors
Louisiana
$5.38K
AF
346
Align Financial
Minnesota
$5.21K
PAI
347
Pittenger & Anderson Inc
Nebraska
$5.21K
CFD
348
Creative Financial Designs
Indiana
$5.09K
AUB
349
Atlantic Union Bankshares
Virginia
$4.17K
NB
350
NBT Bank
New York
$3.95K