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Wendy's
WEN

Overview Fund Activity

397 hedge funds and large institutions have $2.25B invested in Wendy's in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 116 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-22
Holders Change %
-5.25%
% of All Funds
5.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
63
Increased
164
Reduced
116
Closed
81
Calls
$24.5M
Puts
$81.2M
Net Calls
-$56.7M
Net Calls Change
-$30.9M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$54.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
$158M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$57.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$87.9M
5
Morgan Stanley
Morgan Stanley
New York
$49.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M
2
Invesco
Invesco
Georgia
$7.01M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.2M
4
Northern Trust
Northern Trust
Illinois
$23.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
I
426
InceptionR
California
– -$328K -22,427 Closed
SCP
427
Sivia Capital Partners
California
– -$326K -22,251 Closed
EMPI
428
Elo Mutual Pension Insurance
Finland
– -$325K -22,221 Closed
SQA
429
Simon Quick Advisors
New Jersey
– -$317K -21,662 Closed
Asset Management One
430
Asset Management One
Japan
– -$316K -21,633 Closed
BFM
431
Boothbay Fund Management
New York
– -$310K -21,175 Closed
ARC
432
Advisor Resource Council
Texas
– -$280K -19,122 Closed
ECM
433
Evergreen Capital Management
Washington
– -$263K -18,010 Closed
Natixis Advisors
434
Natixis Advisors
Massachusetts
– -$262K -17,937 Closed
SPA
435
Sherbrooke Park Advisers
New York
– -$250K -17,074 Closed
PCG
436
Prosperity Consulting Group
Maryland
– -$247K -16,856 Closed
TWPM
437
Total Wealth Planning & Management
Florida
– -$236K -16,100 Closed
SC
438
Syon Capital
California
– -$228K -15,559 Closed
CAM
439
Cresset Asset Management
Illinois
– -$225K -15,380 Closed
Pathstone Holdings
440
Pathstone Holdings
New Jersey
– -$213K -14,544 Closed
QCG
441
Quadrant Capital Group
Ohio
– -$206K -14,101 Closed
CFM
442
Catalyst Funds Management
Australia
– -$199K -13,604 Closed
TSS
443
Two Sigma Securities
New York
– -$183K -12,519 Closed
MLA
444
My Legacy Advisors
Oregon
– -$176K -12,060 Closed
GAA
445
Global Assets Advisory
Florida
– -$161K -12,000 Closed
CCM
446
Coldstream Capital Management
Washington
– -$163K -11,124 Closed
USAA
447
United Services Automobile Association
Texas
– -$161K -11,021 Closed
IAA
448
Independent Advisor Alliance
North Carolina
– -$161K -11,019 Closed
CA
449
Claro Advisors
Massachusetts
– -$159K -10,887 Closed
NAM
450
NorthCrest Asset Manangement
Minnesota
– -$159K -10,873 Closed
16 17
18
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