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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
VCM
251
Versant Capital Management
Arizona
$39.4K +$691 +13 +2%
GSWM
252
Golden State Wealth Management
California
$38K +$4.04K +76 +14%
PS
253
Principal Securities
Iowa
$37.5K +$28.3K +533 +808%
S
254
SignatureFD
Georgia
$37.3K -$851 -16 -3%
MCM
255
MAI Capital Management
Ohio
$35K +$27.4K +515 +1,170%
PWA
256
Physician Wealth Advisors
Utah
$29.9K
AAS
257
Ameritas Advisory Services
Nebraska
$28.2K +$23.9K +450 New
Bessemer Group
258
Bessemer Group
New Jersey
$28K -$957 -18 -4%
BNP Paribas Asset Management
259
BNP Paribas Asset Management
France
$28K +$23.6K +443 New
AF
260
Allworth Financial
California
$26.9K -$1.7K -32 -7%
HIA
261
Harbor Investment Advisory
Maryland
$26.2K
TIM
262
Tortoise Investment Management
New York
$25.1K
PA
263
Parallel Advisors
California
$24.9K +$1.33K +25 +7%
FFA
264
Farther Finance Advisors
California
$24.4K +$3.24K +61 +19%
TFGT
265
TS Financial Group (TSFG)
Illinois
$22K
TSMHT
266
Thurston Springer Miller Herd & Titak
Indiana
$21.2K
DB
267
Danske Bank
Denmark
$20.6K -$416K -7,829 -96%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$20.6K -$2.29K -43 -12%
UB
269
UMB Bank
Missouri
$18K -$1.97K -37 -11%
EWA
270
EverSource Wealth Advisors
Alabama
$16.7K -$11.9K -224 -46%
WT
271
Whittier Trust
California
$15K
PCFFS
272
Pacific Center for Financial Services
California
$15K
BIG
273
Brooklyn Investment Group
New York
$13.1K +$3.4K +64 +44%
BWL
274
Bogart Wealth LLC
Virginia
$12.6K
SPIA
275
Steward Partners Investment Advisory
New York
$12.6K +$3.99K +75 +60%

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.