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Cheesecake Factory

318 hedge funds and large institutions have $3.49B invested in Cheesecake Factory in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 97 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more call options, than puts

Call options by funds: $44.4M | Put options by funds: $31.3M

31% more capital invested

Capital invested by funds: $2.66B → $3.49B (+$824M)

12% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 41

6.44% more ownership

Funds ownership: 105.98%112.42% (+6.4%)

1% more funds holding

Funds holding: 316318 (+2)

27% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 133

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
4.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
46
Increased
97
Reduced
133
Closed
41
Calls
$44.4M
Puts
$31.3M
Net Calls
+$13.1M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$209K +$178K +3,340 New
AI
227
AdvisorShares Investments
Maryland
$209K
TSS
228
Two Sigma Securities
New York
$208K -$123K -2,318 -41%
IWM
229
IHT Wealth Management
Illinois
$202K +$171K +3,221 New
JF
230
Jump Financial
Illinois
$200K +$170K +3,193 New
NS
231
NBC Securities
Alabama
$195K +$149K +2,811 +901%
SAM
232
Smartleaf Asset Management
Massachusetts
$179K -$20.9K -393 -12%
SG Americas Securities
233
SG Americas Securities
New York
$172K +$146K +2,751 New
PCM
234
Penserra Capital Management
California
$137K +$117K +2,196 New
HNB
235
Huntington National Bank
Ohio
$125K -$319 -6 -0.3%
US Bancorp
236
US Bancorp
Minnesota
$89.4K -$65.1K -1,225 -46%
GI
237
GAMMA Investing
California
$87K -$12K -225 -14%
BC
238
Bayforest Capital
United Kingdom
$84.4K -$7.02K -132 -9%
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$83.5K +$17.2K +323 +32%
SS
240
SBI Securities
Japan
$79.4K +$1.22K +23 +2%
DekaBank Deutsche Girozentrale
241
DekaBank Deutsche Girozentrale
Germany
$74K
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65K -$15.7K -295 -22%
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$63.3K
CA
244
Centerpoint Advisors
Massachusetts
$63K
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$62K +$798 +15 +2%
KBC Group
246
KBC Group
Belgium
$56K -$75.9K -1,428 -62%
SO
247
STRS Ohio
Ohio
$50.1K +$42.5K +800 New
AAP
248
Arax Advisory Partners
Colorado
$48.2K +$26.8K +504 +189%
BBHC
249
Brown Brothers Harriman & Co
New York
$40.2K +$27K +507 +376%
PFBT
250
Parkside Financial Bank & Trust
Missouri
$39.6K +$9.47K +178 +39%

CAKE Hedge Fund Activity: Q2 2025 in Review

318 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q2 2025, worth a combined $3.49B — up 31% from $2.66B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new CAKE positions and 41 closed out — a net gain of 5 holders — while 97 added to existing stakes and 133 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $220M. The largest seller was Invesco, cutting an estimated $50.1M.

  • 318 institutional investors held Cheesecake Factory (CAKE) as of Q2 2025, up from 316 in Q1 2025.
  • Funds reported $3.49B of Cheesecake Factory stock for Q2 2025, up 31% quarter-over-quarter.
  • 46 funds opened new Cheesecake Factory positions in Q2 2025 and 41 closed out, a net change of +5 holders.
  • The largest Cheesecake Factory buyer in Q2 2025 was Fidelity Investments, an estimated $220M added.
  • The largest Cheesecake Factory seller in Q2 2025 was Invesco, an estimated $50.1M sold.

Based on aggregated 13F filings for Q2 2025.