395 hedge funds and large institutions have $1.66B invested in Wendy's in 2025 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 131 increasing their positions, 126 reducing their positions, and 67 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
395
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
SF
201
Summit Financial
New Jersey
$191K
CCA
202
Cobblestone Capital Advisors
New York
$191K
HIP
203
HUB Investment Partners
Texas
$191K
BP
204
Ballentine Partners
Massachusetts
$189K
Jones Financial Companies
205
Jones Financial Companies
Missouri
$187K
DW30
206
Drucker Wealth 3.0
New Jersey
$185K
PCMH
207
Polymer Capital Management (HK)
Hong Kong
$183K
HWM
208
HB Wealth Management
Georgia
$177K
I
209
InceptionR
California
$177K
PAS
210
Point72 Asia (Singapore)
Singapore
$173K
Universal-Beteiligungs- und Servicegesellschaft
211
Universal-Beteiligungs- und Servicegesellschaft
Germany
$172K
WJWM
212
Williams Jones Wealth Management
New York
$169K
WA
213
Waddell & Associates
Tennessee
$169K
DI
214
Diligent Investors
California
$168K
MOACM
215
Mutual of America Capital Management
New York
$162K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$162K
US Bancorp
217
US Bancorp
Minnesota
$161K
VT
218
Vise Technologies
New York
$160K
Lazard Asset Management
219
Lazard Asset Management
New York
$158K
HWAM
220
Hennion & Walsh Asset Management
New Jersey
$156K
CAM
221
Cresset Asset Management
Illinois
$154K
FRM
222
Fox Run Management
Connecticut
$154K
UCFA
223
United Capital Financial Advisors
Texas
$151K
SPA
224
Sherbrooke Park Advisers
New York
$149K
NSIM
225
North Star Investment Management
Illinois
$146K