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 %
PWA
401
Physician Wealth Advisors
Utah
$559
CPG
402
Cornerstone Planning Group
New Jersey
$506 +$13 +1 +3%
GFPC
403
Global Financial Private Client
Florida
$468 +$336 +23 +256%
SIC
404
SJS Investment Consulting
Ohio
$439 -$29 -2 -6%
IWP
405
IAG Wealth Partners
Wisconsin
$395
JWA
406
JFS Wealth Advisors
Pennsylvania
$337 -$1.26K -86 -79%
BI
407
Binnacle Investments
Iowa
$322 +$322 +22 New
LWANC
408
Laurel Wealth Advisors (North Carolina)
North Carolina
$220
SWIM
409
Smallwood Wealth Investment Management
New Jersey
$175 +$175 +12 New
SWA
410
SOA Wealth Advisors
New York
$171 +$171 +12 New
PWM
411
Parkworth Wealth Management
California
$132
SHF
412
Safe Harbor Fiduciary
Florida
$117
HI
413
Harbour Investments
Wisconsin
$117
BHWM
414
Bay Harbor Wealth Management
Maryland
$117 +$117 +8 New
GP
415
Greenline Partners
New York
$73 +$73 +5 New
MCM
416
MV Capital Management
Maryland
$59 -$103 -7 -64%
HIA
417
HFM Investment Advisors
New Jersey
$59 +$59 +4 New
NFSG
418
Newbridge Financial Services Group
Florida
$15 +$15 +1 New
BFS
419
Burkett Financial Services
South Carolina
$6 -$7
Squarepoint
420
Squarepoint
New York
-$81.1M -4,976,780 Closed
1832 Asset Management
421
1832 Asset Management
Ontario, Canada
-$56.5M -3,464,600 Closed
Two Sigma Investments
422
Two Sigma Investments
New York
-$15M -923,115 Closed
ECM
423
ExodusPoint Capital Management
New York
-$8.03M -492,672 Closed
Two Sigma Advisers
424
Two Sigma Advisers
New York
-$6.92M -424,605 Closed
Norges Bank
425
Norges Bank
Norway
-$4.32M -264,911 Closed