399 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, 136 increasing their positions, 125 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

26% less capital invested

Capital invested by funds: $2.24B → $1.66B (-$580M)

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
399
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 -$55.1M
2 -$48.9M
3 -$31.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$27.4M
5
UBS Group
UBS Group
Switzerland
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Petrus Trust Company
Texas
$197K
Teacher Retirement System of Texas
202
Teacher Retirement System of Texas
Texas
$196K
SF
203
Summit Financial
New Jersey
$191K
CCA
204
Cobblestone Capital Advisors
New York
$191K
HIP
205
HUB Investment Partners
Texas
$191K
BP
206
Ballentine Partners
Massachusetts
$189K
Jones Financial Companies
207
Jones Financial Companies
Missouri
$187K
DW30
208
Drucker Wealth 3.0
New Jersey
$185K
PCMH
209
Polymer Capital Management (HK)
Hong Kong
$183K
SA
210
Sanctuary Advisors
Indiana
$179K
HWM
211
HB Wealth Management
Georgia
$177K
I
212
InceptionR
California
$177K
PAS
213
Point72 Asia (Singapore)
Singapore
$173K
Universal-Beteiligungs- und Servicegesellschaft
214
Universal-Beteiligungs- und Servicegesellschaft
Germany
$172K
WJWM
215
Williams Jones Wealth Management
New York
$169K
WA
216
Waddell & Associates
Tennessee
$169K
DI
217
Diligent Investors
California
$168K
MOACM
218
Mutual of America Capital Management
New York
$162K
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$162K
US Bancorp
220
US Bancorp
Minnesota
$161K
VT
221
Vise Technologies
New York
$160K
Lazard Asset Management
222
Lazard Asset Management
New York
$158K
HWAM
223
Hennion & Walsh Asset Management
New Jersey
$156K
FRM
224
Fox Run Management
Connecticut
$154K
UCFA
225
United Capital Financial Advisors
Texas
$151K