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402 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, 126 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 126

6% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 68

0% more funds holding

Funds holding: 401402 (+1)

6.95% less ownership

Funds ownership: 102.34%95.39% (-7%)

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
402
Holders Change
+1
Holders Change %
+0.25%
% of All Funds
5.28%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
72
Increased
136
Reduced
126
Closed
68
Calls
$25.3M
Puts
$88M
Net Calls
-$62.7M
Net Calls Change
-$6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$279M +$22.9K +2,229 +0%
BlackRock
2
BlackRock
New York
$221M +$44.6M +4,338,412 +22%
Vanguard Group
3
Vanguard Group
Pennsylvania
$170M -$27.4M -2,667,897 -13%
Harris Associates
4
Harris Associates
Illinois
$97.1M -$4.92M -478,656 -4%
AQR Capital Management
5
AQR Capital Management
Connecticut
$77.2M -$55.1M -5,365,194 -39%
Charles Schwab
6
Charles Schwab
California
$62.9M +$3M +291,653 +4%
Morgan Stanley
7
Morgan Stanley
New York
$56.7M +$19.4M +1,887,745 +44%
State Street
8
State Street
Massachusetts
$49M +$2.19M +213,151 +4%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$39.2M -$7.86M -764,799 -15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$39.2M -$385K -37,502 -0.9%
Marshall Wace
11
Marshall Wace
United Kingdom
$36.9M +$41.4M +4,029,742 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.8M +$3.97M +386,495 +12%
Bank of America
13
Bank of America
North Carolina
$27.2M +$2.17M +211,703 +8%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$26.9M -$48.9M -4,763,749 -62%
UBS Group
15
UBS Group
Switzerland
$24.6M -$21.8M -2,123,109 -44%
Northern Trust
16
Northern Trust
Illinois
$20.2M +$1.88M +182,622 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$18.8M -$3.94M -383,699 -16%
Millennium Management
18
Millennium Management
New York
$18.3M -$19.8M -1,929,434 -49%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$14M +$15.3M +1,487,033 +4,081%
GAM
20
Gotham Asset Management
New York
$13.6M +$6.03M +586,940 +66%
QCM
21
Quantinno Capital Management
New York
$11.7M +$11.4M +1,112,564 +692%
Wells Fargo
22
Wells Fargo
California
$11.5M +$12M +1,165,226 +1,254%
QOP
23
Quinn Opportunity Partners
Virginia
$11.1M +$9.91M +964,771 +383%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.3M -$79.7K -7,763 -0.7%
Squarepoint
25
Squarepoint
New York
$8.78M +$9.85M +958,987 New

WEN Hedge Fund Activity: Q3 2025 in Review

402 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q3 2025, worth a combined $1.66B — down 26% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new WEN positions and 68 closed out — a net gain of 4 holders — while 136 added to existing stakes and 126 trimmed.

The largest buyer was BlackRock, adding an estimated $44.6M. The largest seller was AQR Capital Management, cutting an estimated $55.1M.

  • 402 institutional investors held Wendy's (WEN) as of Q3 2025, up from 401 in Q2 2025.
  • Funds reported $1.66B of Wendy's stock for Q3 2025, down 26% quarter-over-quarter.
  • 72 funds opened new Wendy's positions in Q3 2025 and 68 closed out, a net change of +4 holders.
  • The largest Wendy's buyer in Q3 2025 was BlackRock, an estimated $44.6M added.
  • The largest Wendy's seller in Q3 2025 was AQR Capital Management, an estimated $55.1M sold.

Based on aggregated 13F filings for Q3 2025.