Who Owns The Wendy's Company (WEN)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.4600013269012908e+222T
% of Float Held
Infinity%
QoQ Change in Holders
+15 / -2
Price History
WEN — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Bank of New York Mellon Corp | New Position | +2.2M | +$17.0M |
| PRINCIPAL FINANCIAL GROUP INC | New Position | +750K | +$6.3M |
| Align Financial, LLC | New Position | +6K | +$6.2M |
| Schonfeld Strategic Advisors LLC | New Position | +698K | +$5.8M |
| ALPS ADVISORS INC | New Position | +600K | +$4.0M |
| Ruffer LLP | New Position | +383K | +$3.2M |
| IMC-Chicago, LLC | New Position | +366K | +$3.1M |
| BESSEMER GROUP INC | New Position | +380K | +$3.0M |
| Cerity Partners LLC | New Position | +537K | +$3.0M |
| Soviero Asset Management, LP | New Position | +320K | +$2.7M |
| HRT FINANCIAL LP | New Position | +295K | +$2.0M |
| CWM, LLC | New Position | +232K | +$1.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +211K | +$1.8M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | New Position | +202K | +$1.7M |
| Mirae Asset Global Investments Co., Ltd. | New Position | +143K | +$1.2M |
WEN — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| VANGUARD GROUP INC | Decreased | -1.5M | -$170.1B |
| HARRIS ASSOCIATES L P | Decreased | -632K | -$97.0B |
| DIMENSIONAL FUND ADVISORS LP | Decreased | -328K | -$39.1B |
| MARSHALL WACE, LLP | Decreased | -2.9M | -$36.9B |
| GEODE CAPITAL MANAGEMENT, LLC | Decreased | -386K | -$32.8B |
| Point72 Asset Management, L.P. | Decreased | -1.4M | -$26.9B |
| UBS Group AG | Decreased | -677K | -$24.6B |
| Quantinno Capital Management LP | Decreased | -322K | -$11.7B |
| Squarepoint Ops LLC | Decreased | -54K | -$8.8B |
| ROYAL BANK OF CANADA | Decreased | -417K | -$8.4B |
| Sound Income Strategies, LLC | Decreased | -27K | -$6.9B |
| Nuveen, LLC | Decreased | -475K | -$6.9B |
| FIL Ltd | Closed Position | -684K | -$6.3B |
| Kovitz Investment Group Partners, LLC | Closed Position | -675K | -$6.2B |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | Decreased | -70K | -$5.6B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,602,772 | $146.0M | 0.00% | Share |
| 2 | VANGUARD GROUP INC | 15,929,266 | $132.7M | 0.00% | Share |
| 3 | TRIAN FUND MANAGEMENT, L.P. | 15,496,852 | $129.1M | 3.24% | Share |
| 4 | TRIAN FUND MANAGEMENT, L.P. | 14,943,466 | $124.5M | 3.12% | Share |
| 5 | AQR CAPITAL MANAGEMENT LLC | 11,460,530 | $95.0M | 0.05% | Share |
| 6 | HARRIS ASSOCIATES L P | 9,966,105 | $83.0M | 0.10% | Share |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,091,847 | $59.0M | 0.01% | Share |
| 8 | STATE STREET CORP | 5,446,335 | $45.0M | 0.00% | Share |
| 9 | JANE STREET GROUP, LLC | 5,391,300 | $44.0M | 0.01% | Put |
| 10 | MORGAN STANLEY | 4,628,458 | $38.0M | 0.00% | Share |
| 11 | BlackRock, Inc. | 4,527,175 | $37.0M | 0.00% | Share |
| 12 | WELLS FARGO & COMPANY/MN | 4,208,247 | $35.0M | 0.01% | Share |
| 13 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4,287,667 | $35.0M | 0.02% | Share |
| 14 | BANK OF AMERICA CORP /DE/ | 4,192,138 | $34.0M | 0.00% | Share |
| 15 | DIMENSIONAL FUND ADVISORS LP | 3,725,522 | $31.0M | 0.01% | Share |
| 16 | JANE STREET GROUP, LLC | 2,976,744 | $24.0M | 0.00% | Share |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 2,795,026 | $23.0M | 0.00% | Share |
| 18 | MILLENNIUM MANAGEMENT LLC | 2,380,938 | $19.0M | 0.01% | Share |
| 19 | Bank of New York Mellon Corp | 1,811,121 | $15.0M | 0.00% | Share |
| 20 | Gotham Asset Management, LLC | 1,805,023 | $15.0M | 0.05% | Share |
| 21 | UBS Group AG | 1,756,899 | $14.6M | 0.00% | Share |
| 22 | Connor, Clark & Lunn Investment Management Ltd. | 1,689,170 | $14.0M | 0.04% | Share |
| 23 | Point72 Asset Management, L.P. | 1,563,923 | $13.0M | 0.01% | Share |
| 24 | Quinn Opportunity Partners LLC | 1,466,811 | $12.2M | 0.52% | Share |
| 25 | BlackRock, Inc. | 1,498,979 | $12.0M | 0.00% | Share |
| 26 | FMR LLC | 1,350,294 | $11.0M | 0.00% | Share |
| 27 | NORTHERN TRUST CORP | 1,205,968 | $10.0M | 0.00% | Share |
| 28 | CITADEL ADVISORS LLC | 1,272,384 | $10.0M | 0.00% | Share |
| 29 | MARSHALL WACE, LLP | 1,096,867 | $9.0M | 0.01% | Share |
| 30 | VANGUARD GROUP INC | 962,135 | $8.0M | 0.00% | Share |
| 31 | GOLDMAN SACHS GROUP INC | 1,014,443 | $8.0M | 0.00% | Share |
| 32 | Invesco Ltd. | 939,108 | $7.8M | 0.00% | Share |
| 33 | Squarepoint Ops LLC | 905,004 | $7.0M | 0.01% | Share |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 851,545 | $7.0M | 0.00% | Share |
| 35 | Quantinno Capital Management LP | 951,673 | $7.0M | 0.01% | Share |
| 36 | Sound Income Strategies, LLC | 760,067 | $6.3M | 0.30% | Share |
| 37 | Align Financial, LLC | 6,248 | $6.2M | 0.00% | Share |
| 38 | PRINCIPAL FINANCIAL GROUP INC | 746,144 | $6.2M | 0.00% | Share |
| 39 | MORGAN STANLEY | 777,595 | $6.0M | 0.00% | Share |
| 40 | CAPITAL FUND MANAGEMENT S.A. | 758,900 | $6.0M | 0.02% | Call |
| 41 | CITADEL ADVISORS LLC | 743,400 | $6.0M | 0.00% | Put |
| 42 | JANUS HENDERSON GROUP PLC | 798,335 | $6.0M | 0.00% | Share |
| 43 | Schonfeld Strategic Advisors LLC | 697,655 | $5.8M | 0.03% | Share |
| 44 | NORTHERN TRUST CORP | 615,700 | $5.0M | 0.00% | Share |
| 45 | TWO SIGMA ADVISERS, LP | 672,805 | $5.0M | 0.01% | Share |
| 46 | Advisors Asset Management, Inc. | 628,044 | $5.0M | 0.08% | Share |
| 47 | FIRST TRUST ADVISORS LP | 652,325 | $5.0M | 0.00% | Share |
| 48 | Focus Partners Wealth | 712,052 | $5.0M | 0.01% | Share |
| 49 | RHUMBLINE ADVISERS | 547,447 | $4.0M | 0.00% | Share |
| 50 | Squarepoint Ops LLC | 591,200 | $4.0M | 0.00% | Put |
WEN Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 418 | $1.5B | +148 |
| Q3 2025 | 270 | $1.6T | -81 |
| Q2 2025 | 351 | $1.9T | -70 |
| Q1 2025 | 421 | $2.7T | +37 |
| Q4 2024 | 384 | $27.9T | +85 |
| Q3 2024 | 299 | $2026.6T | -9 |
| Q2 2024 | 308 | $1713.6T | +35 |
| Q1 2024 | 273 | $1983.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold WEN (The Wendy's Company). The largest holder is BlackRock, Inc. with $146.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own WEN?
As of Q4 2025, 50 institutional investors report holding WEN (The Wendy's Company) in their 13F filings.
Who is the largest institutional holder of WEN?
The largest institutional holder of WEN is BlackRock, Inc. with $146.0M in shares.
Is institutional ownership of WEN increasing or decreasing?
This quarter, 15 institutions opened new positions in WEN and 2 closed their positions.