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Wendy's

419 hedge funds and large institutions have $2.73B invested in Wendy's in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 110 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
74
Increased
172
Reduced
110
Closed
70
Calls
$60.3M
Puts
$86.2M
Net Calls
-$25.8M
Net Calls Change
-$28.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NEWAS
376
N.E.W. Advisory Services
Wisconsin
$4.21K +$4.21K +288 New
PGAM
377
Princeton Global Asset Management
New Jersey
$4.17K
AT
378
Avalon Trust
New Mexico
$4.16K +$4.16K +284 New
CAL
379
Capital Advisors Ltd
Ohio
$4K +$58 +4 +1%
HWM
380
Hemington Wealth Management
Virginia
$4K +$1.02K +70 +34%
CT
381
Clearstead Trust
Maine
$3.88K +$3.88K +265 New
CA
382
Crewe Advisors
Utah
$3.38K +$58 +4 +2%
AWM
383
Abound Wealth Management
Tennessee
$3.3K
Mitsubishi UFJ Asset Management
384
Mitsubishi UFJ Asset Management
Japan
$3.12K
Bessemer Group
385
Bessemer Group
New Jersey
$3K -$10.3K -600 -77%
CI
386
CX Institutional
Indiana
$3K +$3K +207 New
FCT
387
First Community Trust
Iowa
$2.93K
BTI
388
Blue Trust Inc
Georgia
$2.77K -$658 -45 -19%
Twin Tree Management
389
Twin Tree Management
Texas
$2.65K +$2.65K +181 New
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$2.3K
PFBT
391
Parkside Financial Bank & Trust
Missouri
$2.2K +$1.61K +110 +275%
PSFG
392
Park Square Financial Group
Georgia
$1.76K -$1.83K -125 -51%
NMG
393
New Millennium Group
Utah
$1.36K +$1.36K +93 New
BGAI
394
Bruce G. Allen Investments
Colorado
$1.26K +$936 +64 +291%
ACA
395
American Capital Advisory
Idaho
$1.03K +$15 +1 +1%
SAM
396
Smartleaf Asset Management
Massachusetts
$1.01K -$1.68K -115 -63%
DJSG
397
D.J. St. Germain
Massachusetts
$995 -$3.18K -217 -76%
1IA
398
1620 Investment Advisors
Massachusetts
$732
TCOV
399
Trust Company of Vermont
Vermont
$658
SW
400
SVB Wealth
Massachusetts
$600 +$600 +41 New