399 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, 136 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

26% less capital invested

Capital invested by funds: $2.24B → $1.66B (-$580M)

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
399
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 -$55.1M
2 -$48.9M
3 -$31.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$27.4M
5
UBS Group
UBS Group
Switzerland
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
376
Elevation Wealth Partners
California
$797
RFP
377
Root Financial Partners
California
$760
ACA
378
American Capital Advisory
Idaho
$660
SC
379
SouthState Corp
Florida
$550
SAM
380
Smartleaf Asset Management
Massachusetts
$474
1IA
381
1620 Investment Advisors
Massachusetts
$458
TCM
382
TD Capital Management
Tennessee
$458
BFS
383
Bare Financial Services
Pennsylvania
$449
FFO
384
Fortitude Family Office
Arizona
$421
TCOV
385
Trust Company of Vermont
Vermont
$412
IWP
386
IAG Wealth Partners
Wisconsin
$247
BI
387
Binnacle Investments
Iowa
$202
CA
388
Clearstead Advisors
Ohio
$184
SWIM
389
Smallwood Wealth Investment Management
New Jersey
$109
RIL
390
Rothschild Investment LLC
Illinois
$92
MA
391
MCF Advisors
Kentucky
$92
SA
392
Scarborough Advisors
Maryland
$88
HIA
393
HFM Investment Advisors
New Jersey
$55
BHWM
394
Bay Harbor Wealth Management
Maryland
$36
JWA
395
JFS Wealth Advisors
Pennsylvania
$19
Norges Bank
396
Norges Bank
Norway
Massachusetts Financial Services
397
Massachusetts Financial Services
Massachusetts
Retirement Systems of Alabama
398
Retirement Systems of Alabama
Alabama
Mirae Asset Global ETFs Holdings
399
Mirae Asset Global ETFs Holdings
Hong Kong
GI
400
Gradient Investments
Minnesota