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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
+$39.7M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$36.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$19.3M
5
Morgan Stanley
Morgan Stanley
New York
+$15.4M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$27.6M
2
Invesco
Invesco
Georgia
-$15.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$11M
4
Northern Trust
Northern Trust
Illinois
-$11M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
51
Kovitz Investment Group Partners
Illinois
$4.82M +$674K +59,042 +16%
HF
52
HRT Financial
New York
$4.47M -$4.75M -415,699 -51%
First Trust Advisors
53
First Trust Advisors
Illinois
$4.3M -$3.26M -285,058 -43%
AA
54
ALPS Advisors
Colorado
$4.22M -$30K -2,628 -0.7%
Principal Financial Group
55
Principal Financial Group
Iowa
$4.19M -$337K -29,526 -7%
Macquarie Group
56
Macquarie Group
Australia
$4.12M -$40.8K -3,570 -1%
XT
57
XTX Topco
Cayman Islands
$3.98M +$3.14M +274,564 +371%
IIM
58
INTECH Investment Management
Florida
$3.98M +$1.78M +156,068 +81%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$3.96M +$3.83M +335,155 +2,836%
Swiss National Bank
60
Swiss National Bank
Switzerland
$3.72M -$114K -10,000 -3%
Legal & General Group
61
Legal & General Group
United Kingdom
$3.66M +$167K +14,662 +5%
Creative Planning
62
Creative Planning
Kansas
$3.48M +$1M +87,721 +40%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$3.37M +$3.37M +294,979 New
Barclays
64
Barclays
United Kingdom
$3.23M +$1.74M +152,108 +116%
Victory Capital Management
65
Victory Capital Management
Texas
$3.14M -$2.1K -184 -0.1%
AM
66
AGF Management
Ontario, Canada
$3.1M +$1.15M +100,442 +59%
QOP
67
Quinn Opportunity Partners
Virginia
$2.88M +$2.26M +198,040 +367%
Jane Street
68
Jane Street
New York
$2.86M -$2.34M -204,876 -45%
Capstone Investment Advisors
69
Capstone Investment Advisors
New York
$2.85M +$2.85M +249,277 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2.73M +$445K +38,924 +19%
EGM
71
Engineers Gate Manager
New York
$2.71M -$2.07M -181,417 -43%
American Century Companies
72
American Century Companies
Missouri
$2.7M +$2.13M +186,205 +370%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$2.61M +$20K +1,750 +0.8%
GC
74
Guggenheim Capital
Illinois
$2.6M +$541K +47,388 +26%
AllianceBernstein
75
AllianceBernstein
Tennessee
$2.54M +$234K +20,511 +10%
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