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Wendy's
WEN

Overview Fund Activity

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

Top Buyers

1
UBS Group
UBS Group
Switzerland
$54.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
$158M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$57.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$87.9M
5
Morgan Stanley
Morgan Stanley
New York
$49.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M
2
Invesco
Invesco
Georgia
$7.01M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.2M
4
Northern Trust
Northern Trust
Illinois
$23.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAJ
351
Ogorek Anthony Joseph
New York
$4K – – –
RF
352
Rossby Financial
Florida
$3.54K -$11.5K -1,010 -77%
NEWAS
353
N.E.W. Advisory Services
Wisconsin
$3.29K – – –
PGAM
354
Princeton Global Asset Management
New Jersey
$3.26K – – –
DJSG
355
D.J. St. Germain
Massachusetts
$3.26K +$2.48K +217 +319%
AT
356
Avalon Trust
New Mexico
$3.24K – – –
CAL
357
Capital Advisors Ltd
Ohio
$3K -$323 -27 -10%
CA
358
Crewe Advisors
Utah
$2.67K +$34 +3 +1%
AWM
359
Abound Wealth Management
Tennessee
$2.58K – – –
Mitsubishi UFJ Asset Management
360
Mitsubishi UFJ Asset Management
Japan
$2.43K – – –
FCT
361
First Community Trust
Iowa
$2.28K – – –
CA
362
Clearstead Advisors
Ohio
$2.25K -$57K -4,995 -96%
SWM
363
Spire Wealth Management
Virginia
$1.49K +$1.49K +131 New
PSFG
364
Park Square Financial Group
Georgia
$1.37K – – –
S
365
Sachetta
Massachusetts
$1.29K +$1.29K +113 New
BFS
366
Bare Financial Services
Pennsylvania
$1.25K +$1.25K +109 New
HWM
367
Hemington Wealth Management
Virginia
$1K -$752 -118 -43%
BIA
368
Bell Investment Advisors
California
$937 +$937 +82 New
MCM
369
MV Capital Management
Maryland
$926 +$880 +77 +1,925%
ACA
370
American Capital Advisory
Idaho
$811 +$11 +1 +1%
SAM
371
Smartleaf Asset Management
Massachusetts
$797 – – –
FHA
372
First Horizon Advisors
Tennessee
$787 +$787 +69 New
AAP
373
Arax Advisory Partners
Colorado
$726 -$36.2K -3,193 -98%
1IA
374
1620 Investment Advisors
Massachusetts
$571 – – –
TCM
375
TD Capital Management
Tennessee
$571 +$571 +50 New
13 14
15
16 17