406 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, 132 reducing their positions, and 82 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 (-$259M)

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
406
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
CBT
351
Crews Bank & Trust
Florida
$3.69K
WPA
352
Wealth Preservation Advisors
Tennessee
$3.63K
SHIM
353
Stone House Investment Management
Pennsylvania
$3.51K
ME
354
McIlrath & Eck
Washington
$3.31K
NEWAS
355
N.E.W. Advisory Services
Wisconsin
$3K
FMP
356
Financial Management Professionals
Texas
$2.95K
JWM
357
JPL Wealth Management
Colorado
$2.95K
CFSG
358
Community Financial Services Group
Vermont
$2.93K
HIA
359
Harbor Investment Advisory
Maryland
$2.61K
BF
360
BOK Financial
Oklahoma
$2.27K
TCM
361
Triumph Capital Management
Colorado
$2.26K
AF
362
Alerus Financial
North Dakota
$2.25K
PFBT
363
Parkside Financial Bank & Trust
Missouri
$2.14K
TSMHT
364
Thurston Springer Miller Herd & Titak
Indiana
$2.08K
CT
365
Clearstead Trust
Maine
$2.02K
BFS
366
Bare Financial Services
Pennsylvania
$1.99K
PGAM
367
Princeton Global Asset Management
New Jersey
$1.98K
DJSG
368
D.J. St. Germain
Massachusetts
$1.98K
MWM
369
Magnolia Wealth Management
Alabama
$1.81K
AWM
370
Abound Wealth Management
Tennessee
$1.57K
FCT
371
First Community Trust
Iowa
$1.39K
WWM
372
Western Wealth Management
Colorado
$1.39K
MCM
373
MV Capital Management
Maryland
$1.38K
KG
374
Kilter Group
New York
$1.31K
CAL
375
Capital Advisors Ltd
Ohio
$1K