Wendy's
401 hedge funds and large institutions have $2.24B invested in Wendy's in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 164 increasing their positions, 118 reducing their positions, and 82 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 118
8.39% more ownership
Funds ownership: 93.95% → 102.34% (+8.4%)
5% less funds holding
Funds holding: 422 → 401 (-21)
19% less capital invested
Capital invested by funds: $2.76B → $2.24B (-$510M)
23% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 82
70% less call options, than puts
Call options by funds: $24.5M | Put options by funds: $81.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$42.4M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$39.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$23.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$20.6M |
| 5 |
Morgan Stanley
New York
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$29.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$16.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$11.8M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$11.8M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$10.6M |
WEN Hedge Fund Activity: Q2 2025 in Review
401 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2025, worth a combined $2.24B — down 19% from $2.76B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of WEN and 63 opened new positions — a net loss of 19 holders — while 118 trimmed existing stakes and 164 added.
The largest buyer was UBS Group, adding an estimated $42.4M. The largest seller was JP Morgan Chase, cutting an estimated $29.5M.
- 401 institutional investors held Wendy's (WEN) as of Q2 2025, down from 422 in Q1 2025.
- Funds reported $2.24B of Wendy's stock for Q2 2025, down 19% quarter-over-quarter.
- 63 funds opened new Wendy's positions in Q2 2025 and 82 closed out, a net change of -19 holders.
- The largest Wendy's buyer in Q2 2025 was UBS Group, an estimated $42.4M added.
- The largest Wendy's seller in Q2 2025 was JP Morgan Chase, an estimated $29.5M sold.
Based on aggregated 13F filings for Q2 2025.