396 hedge funds and large institutions have $1.66B invested in Wendy's in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 132 increasing their positions, 126 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

26% less capital invested

Capital invested by funds: $2.25B → $1.66B (-$585M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less call options, than puts

Call options by funds: $25.3M | Put options by funds: $88M

Holders
396
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.3M
Puts
$88M
Net Calls
Net Calls Change

Top Sellers

1 -$48.9M
2 -$43.6M
3 -$28.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$24.4M
5
UBS Group
UBS Group
Switzerland
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$272K
RCM
177
Requisite Capital Management
Texas
$271K
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$270K
VPIM
179
Vanguard Personalized Indexing Management
California
$268K
IWC
180
Integrated Wealth Concepts
Massachusetts
$267K
KRW
181
Kaufman Rossin Wealth
Florida
$267K
EC
182
EntryPoint Capital
New York
$265K
HFS
183
Hantz Financial Services
Michigan
$259K
Walleye Capital
184
Walleye Capital
New York
$258K
GWMR
185
GC Wealth Management RIA
Massachusetts
$257K
Pictet Asset Management
186
Pictet Asset Management
Switzerland
$256K
BAM
187
Boyar Asset Management
New York
$255K
Pathstone Holdings
188
Pathstone Holdings
New Jersey
$253K
Handelsbanken Fonder
189
Handelsbanken Fonder
Sweden
$252K
SRL
190
Scientech Research LLC
New Jersey
$249K
Deutsche Bank
191
Deutsche Bank
Germany
$244K
KF
192
Krilogy Financial
Missouri
$227K
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$223K
SCM
194
Shelton Capital Management
Colorado
$222K
CM
195
Caption Management
Oklahoma
$211K
KPWS
196
Kestra Private Wealth Services
Texas
$203K
ORG
197
Optimist Retirement Group
Washington
$203K
BCI
198
Brinker Capital Investments
Pennsylvania
$202K
CCIA
199
Campbell & Co Investment Adviser
Maryland
$199K
PTC
200
Petrus Trust Company
Texas
$197K