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Cheesecake Factory
CAKE

Overview Fund Activity

296 hedge funds and large institutions have $2.4B invested in Cheesecake Factory in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 82 reducing their positions, and 32 closing their positions.

Holders
296
Holders Change
+25
Holders Change %
+9.23%
% of All Funds
3.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
61
Increased
100
Reduced
82
Closed
32
Calls
$35.5M
Puts
$18.6M
Net Calls
+$17M
Net Calls Change
+$16.4M

Top Buyers

1
HAI
1
Hennessy Advisors Inc
California
$63.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$56.3M
3
Victory Capital Management
3
Victory Capital Management
Texas
$51.1M
4
JCM
4
Junto Capital Management
New York
$21.8M
5
UBS Group
5
UBS Group
Switzerland
$40.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.14M
2
WP
2
Woodline Partners
California
$3.36M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$2.21M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$16.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
251
IAG Wealth Partners
Wisconsin
$8.3K 175 +175 New
WTC
252
WhitTier Trust Company
Nevada
$8.25K 174 – –
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$7.86K 158 +158 New
BTC
254
Bank & Trust Company
Illinois
$7.4K 156 – –
HWP
255
Highline Wealth Partners
California
$7.12K 150 +150 New
UB
256
UMB Bank
Missouri
$6.97K 147 – –
SPIA
257
Steward Partners Investment Advisory
New York
$5.98K 126 -3,375 -96%
VWWMG
258
Vermillion & White Wealth Management Group
Pennsylvania
$4.74K 100 – –
GRP
259
Global Retirement Partners
California
$4.46K 94 – –
FHA
260
First Horizon Advisors
Tennessee
$4.32K 91 -149 -62%
RS
261
R Squared
Hong Kong
$4.27K 90 +90 New
RWM
262
Rialto Wealth Management
New York
$3.75K 79 +79 New
TCM
263
TD Capital Management
Tennessee
$3.48K 73 +73 New
CWC
264
Carolinas Wealth Consulting
North Carolina
$3.46K 73 -9 -11%
AAP
265
Arax Advisory Partners
Colorado
$3.37K 71 – –
MAS
266
MPWM Advisory Solutions
Georgia
$3.27K 69 +69 New
AIM
267
Anchor Investment Management
South Carolina
$3.23K 68 +68 New
PS
268
Principal Securities
Iowa
$3.13K 66 – –
RIL
269
Rothschild Investment LLC
Illinois
$3.08K 65 +5 +8%
BIA
270
Bell Investment Advisors
California
$2.8K 59 – –
FWA
271
FSC Wealth Advisors
New York
$2.51K 53 – –
SCM
272
Sterling Capital Management
North Carolina
$2.42K 51 +1 +2%
LI
273
LRI Investments
Florida
$2.37K 50 – –
MCM
274
MAI Capital Management
Ohio
$2.09K 44 +44 New
CAS
275
Coppell Advisory Solutions
Texas
$1.94K 41 – –
9 10
11
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