We are live on ! Find out more
WEN icon

Wendy's
WEN

423 hedge funds and large institutions have $3.04B invested in Wendy's in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 137 increasing their positions, 139 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 48

8% more funds holding

Funds holding: 392 → 423 (+31)

3.57% more ownership

Funds ownership: 87.82% → 91.39% (+3.6%)

8% more call options, than puts

Call options by funds: $30M | Put options by funds: $27.7M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 139

3% less capital invested

Capital invested by funds: $3.13B → $3.04B (-$90M)

Holders
423
Holders Change
+31
Holders Change %
+7.91%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
86
Increased
137
Reduced
139
Closed
48
Calls
$30M
Puts
$27.7M
Net Calls
+$2.35M
Net Calls Change
-$7.54M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$63.2M
2
Squarepoint
Squarepoint
New York
+$30.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$29.9M
4
CSS
Cubist Systematic Strategies
Connecticut
+$27.8M
5
UBS Group
UBS Group
Switzerland
+$27.1M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$73.6M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$63.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$22.4M
4
KCM
Kodai Capital Management
Illinois
-$20.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1
Trian Fund Management
New York
$498M +$227K +12,434 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$344M -$17M -930,189 -4%
BlackRock
3
BlackRock
New York
$323M +$1.42M +78,012 +0.4%
AQR Capital Management
4
AQR Capital Management
Connecticut
$170M -$12.8M -699,024 -6%
Harris Associates
5
Harris Associates
Illinois
$151M +$2.93M +160,760 +2%
Charles Schwab
6
Charles Schwab
California
$103M +$8.36M +458,106 +8%
State Street
7
State Street
Massachusetts
$89M +$4.95M +271,078 +5%
Squarepoint
8
Squarepoint
New York
$81.1M +$30.4M +1,666,514 +50%
JP Morgan Chase
9
JP Morgan Chase
New York
$74.6M -$2.11M -115,858 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$65.7M +$799K +43,805 +1%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$56.5M +$63.2M +3,464,600 New
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$51.1M +$1.65M +90,380 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.6M +$134K +7,350 +0.2%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$48.2M -$63.5M -3,481,441 -54%
Morgan Stanley
15
Morgan Stanley
New York
$44.1M +$10.4M +570,758 +27%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$39.7M -$2.13M -116,476 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$39.1M -$3.68M -201,853 -8%
Millennium Management
18
Millennium Management
New York
$33.7M -$12.4M -678,669 -25%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$31.2M +$29.9M +1,637,281 +597%
Invesco
20
Invesco
Georgia
$30.7M +$25.7M +1,407,503 +296%
UBS Group
21
UBS Group
Switzerland
$29.7M +$27.1M +1,483,368 +435%
Victory Capital Management
22
Victory Capital Management
Texas
$25.9M +$14M +766,910 +93%
Northern Trust
23
Northern Trust
Illinois
$25.7M +$5.62M +308,142 +24%
CSS
24
Cubist Systematic Strategies
Connecticut
$25.6M +$27.8M +1,521,527 +3,250%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$19.9M -$10.8M -592,574 -33%
1
2 3 4 5

WEN Hedge Fund Activity: Q4 2024 in Review

423 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2024, worth a combined $3.04B — down 2.9% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WEN positions and 48 closed out — a net gain of 38 holders — while 137 added to existing stakes and 139 trimmed.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $63.2M. The largest seller was Allspring Global Investments, cutting an estimated $73.6M.

  • 423 institutional investors held Wendy's (WEN) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $3.04B of Wendy's stock for Q4 2024, down 2.9% quarter-over-quarter.
  • 86 funds opened new Wendy's positions in Q4 2024 and 48 closed out, a net change of +38 holders.
  • The largest Wendy's buyer in Q4 2024 was 1832 Asset Management, an estimated $63.2M added.
  • The largest Wendy's seller in Q4 2024 was Allspring Global Investments, an estimated $73.6M sold.

Based on aggregated 13F filings for Q4 2024.