395 hedge funds and large institutions have $1.66B invested in Wendy's in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

26% less capital invested

Capital invested by funds: $2.25B → $1.66B (-$585M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $88M

Holders
395
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
$25.3M
Puts
$88M
Net Calls
Net Calls Change

Top Sellers

1 -$48.9M
2 -$43.6M
3 -$28.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
5
UBS Group
UBS Group
Switzerland
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Spire Wealth Management
Virginia
$3.65K
HIA
352
Harbor Investment Advisory
Maryland
$3.44K
GA
353
GoalVest Advisory
New York
$3.34K
NB
354
NBT Bank
New York
$3.29K
OAJ
355
Ogorek Anthony Joseph
New York
$3K
AF
356
Alerus Financial
North Dakota
$2.97K
RF
357
Rossby Financial
Florida
$2.93K
RTL
358
Red Tortoise LLC
Georgia
$2.72K
NEWAS
359
N.E.W. Advisory Services
Wisconsin
$2.64K
DJSG
360
D.J. St. Germain
Massachusetts
$2.61K
PGAM
361
Princeton Global Asset Management
New Jersey
$2.61K
AWM
362
Abound Wealth Management
Tennessee
$2.07K
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$1.95K
FCT
364
First Community Trust
Iowa
$1.83K
BIA
365
Bell Investment Advisors
California
$1.72K
HFS
366
Hughes Financial Services
Virginia
$1.53K
BGAI
367
Bruce G. Allen Investments
Colorado
$1.27K
National Bank of Canada
368
National Bank of Canada
Quebec, Canada
$1.23K
PWA
369
Physician Wealth Advisors
Utah
$1.2K
TFA
370
Transamerica Financial Advisors
Florida
$1.12K
AW
371
Avion Wealth
Texas
$1K
HWA
372
Heartwood Wealth Advisors
Virginia
$989
EWP
373
Elevation Wealth Partners
California
$797
RFP
374
Root Financial Partners
California
$760
ACA
375
American Capital Advisory
Idaho
$660