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407 hedge funds and large institutions have $1.33B invested in Wendy's in 2026 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 141 increasing their positions, 133 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 133

0.69% more ownership

Funds ownership: 100.03%100.72% (+0.69%)

4% less funds holding

Funds holding: 426407 (-19)

11% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 81

16% less capital invested

Capital invested by funds: $1.59B → $1.33B (-$258M)

32% less call options, than puts

Call options by funds: $43.6M | Put options by funds: $64M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
407
Holders Change
-19
Holders Change %
-4.46%
% of All Funds
5.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
72
Increased
141
Reduced
133
Closed
81
Calls
$43.6M
Puts
$64M
Net Calls
-$20.4M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KB
151
Kimelman & Baird
New York
$350K -$53.9K -7,000 -12%
PAM
152
PVG Asset Management
Colorado
$349K +$388K +50,457 New
SG Americas Securities
153
SG Americas Securities
New York
$348K -$585K -76,034 -60%
TI
154
Tidal Investments
Wisconsin
$343K -$19.7K -2,559 -5%
Holocene Advisors
155
Holocene Advisors
New York
$326K -$3.17M -412,167 -90%
Envestnet Asset Management
156
Envestnet Asset Management
Illinois
$316K +$124K +16,103 +55%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$313K +$46K +5,981 +15%
ASRS
158
Arizona State Retirement System
Arizona
$309K -$5.48K -712 -2%
PFPG
159
Pinnacle Financial Partners (Georgia)
Georgia
$309K +$342K +44,390 New
VT
160
Vise Technologies
New York
$300K
PA
161
Probity Advisors
Texas
$299K +$40.6K +5,280 +14%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$290K -$170K -22,056 -35%
MG
163
Marex Group
$282K +$198K +25,716 +173%
DS
164
DRW Securities
Illinois
$279K +$309K +40,146 New
VIA
165
Vanguard Investments Australia
Australia
$275K +$305K +39,577 New
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$272K -$239 -31 -0.1%
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$271K
HT
168
Headlands Technologies
Illinois
$266K +$295K +38,309 New
Manulife (Manufacturers Life Insurance)
169
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$263K +$27.1K +3,516 +10%
BIG
170
Brooklyn Investment Group
New York
$256K +$112K +14,595 +66%
MFS
171
Mirabella Financial Services
United Kingdom
$252K +$279K +36,236 New
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$251K
Osaic Holdings
173
Osaic Holdings
Arizona
$250K -$27.1K -3,515 -9%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$249K
AGWCA
175
Annis Gardner Whiting Capital Advisors
Florida
$233K

WEN Hedge Fund Activity: Q1 2026 in Review

407 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q1 2026, worth a combined $1.33B — down 16% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of WEN and 72 opened new positions — a net loss of 9 holders — while 133 trimmed existing stakes and 141 added.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $29.1M. The largest seller was AQR Capital Management, cutting an estimated $66.1M.

  • 407 institutional investors held Wendy's (WEN) as of Q1 2026, down from 426 in Q4 2025.
  • Funds reported $1.33B of Wendy's stock for Q1 2026, down 16% quarter-over-quarter.
  • 72 funds opened new Wendy's positions in Q1 2026 and 81 closed out, a net change of -9 holders.
  • The largest Wendy's buyer in Q1 2026 was Two Sigma Investments, an estimated $29.1M added.
  • The largest Wendy's seller in Q1 2026 was AQR Capital Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2026.