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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
$54.9M
2
AQR Capital Management
AQR Capital Management
Connecticut
$158M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$57.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$87.9M
5
Morgan Stanley
Morgan Stanley
New York
$49.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23.4M
2
Invesco
Invesco
Georgia
$7.01M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.2M
4
Northern Trust
Northern Trust
Illinois
$23.1M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Probity Advisors
Texas
$280K +$68.9K +6,035 +33%
VPIM
202
Vanguard Personalized Indexing Management
California
$275K +$14.6K +1,276 +6%
SFA
203
Sequoia Financial Advisors
Ohio
$267K +$267K +23,371 New
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$253K +$59.2K +5,181 +30%
CCA
205
Cobblestone Capital Advisors
New York
$250K +$7.59K +665 +3%
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$246K -$724K -63,431 -75%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$234K -$385K -33,691 -62%
NSIM
208
North Star Investment Management
Illinois
$234K +$11 +1 +0%
CM
209
Caption Management
Oklahoma
$228K +$228K +20,000 New
CPIG
210
Chicago Partners Investment Group
Illinois
$227K +$81.8K +7,224 +56%
HFS
211
Hantz Financial Services
Michigan
$225K +$11.8K +1,036 +6%
SI
212
Stephens Inc
Arkansas
$220K +$44.8K +3,926 +26%
O3W
213
Omni 360 Wealth
New Jersey
$219K +$54.1K +4,735 +33%
VT
214
Vise Technologies
New York
$214K +$214K +18,751 New
WJWM
215
Williams Jones Wealth Management
New York
$211K – – –
WA
216
Waddell & Associates
Tennessee
$210K +$210K +18,419 New
SOADOR
217
State of Alaska Department of Revenue
Alaska
$207K -$17.9K -1,565 -8%
ORG
218
Optimist Retirement Group
Washington
$207K +$38.5K +3,369 +23%
SPC
219
Sigma Planning Corp
Michigan
$206K +$206K +18,004 New
PAS
220
Park Avenue Securities
New York
$205K -$41.5K -3,632 -17%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$203K -$24.9K -2,178 -11%
HWAM
222
Hennion & Walsh Asset Management
New Jersey
$201K +$201K +17,632 New
PP
223
Paloma Partners
Connecticut
$200K +$200K +17,500 New
RFC
224
Regions Financial Corp
Alabama
$200K – – –
HWM
225
HB Wealth Management
Georgia
$198K +$4.88K +427 +3%
7 8
9
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