396 hedge funds and large institutions have $1.66B invested in Wendy's in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 132 increasing their positions, 126 reducing their positions, and 68 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
396
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
PTC
351
Private Trust Company
Ohio
$3.66K
SWM
352
Spire Wealth Management
Virginia
$3.65K
HIA
353
Harbor Investment Advisory
Maryland
$3.44K
GA
354
GoalVest Advisory
New York
$3.34K
NB
355
NBT Bank
New York
$3.29K
OAJ
356
Ogorek Anthony Joseph
New York
$3K
AF
357
Alerus Financial
North Dakota
$2.97K
RF
358
Rossby Financial
Florida
$2.93K
RTL
359
Red Tortoise LLC
Georgia
$2.72K
NEWAS
360
N.E.W. Advisory Services
Wisconsin
$2.64K
DJSG
361
D.J. St. Germain
Massachusetts
$2.61K
PGAM
362
Princeton Global Asset Management
New Jersey
$2.61K
AWM
363
Abound Wealth Management
Tennessee
$2.07K
Mitsubishi UFJ Asset Management
364
Mitsubishi UFJ Asset Management
Japan
$1.95K
FCT
365
First Community Trust
Iowa
$1.83K
BIA
366
Bell Investment Advisors
California
$1.72K
HFS
367
Hughes Financial Services
Virginia
$1.53K
BGAI
368
Bruce G. Allen Investments
Colorado
$1.27K
National Bank of Canada
369
National Bank of Canada
Quebec, Canada
$1.23K
PWA
370
Physician Wealth Advisors
Utah
$1.2K
TFA
371
Transamerica Financial Advisors
Florida
$1.12K
AW
372
Avion Wealth
Texas
$1K
HWA
373
Heartwood Wealth Advisors
Virginia
$989
EWP
374
Elevation Wealth Partners
California
$797
RFP
375
Root Financial Partners
California
$760