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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
RA
276
Rise Advisors
New York
$11.2K +$53 +1 +0.6%
WTC
277
WhitTier Trust Company
Nevada
$10.9K
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$10K +$7.98K +150 +1,500%
BTC
279
Bank & Trust Company
Illinois
$9.78K
TPWA
280
Twin Peaks Wealth Advisors
California
$7.92K +$6.75K +127 New
Optiver Holding
281
Optiver Holding
Netherlands
$7.71K -$2.39K -45 -27%
CA
282
CoreCap Advisors
Michigan
$7.52K
SCM
283
Sterling Capital Management
North Carolina
$7.02K +$3.24K +61 +120%
HFS
284
Hantz Financial Services
Michigan
$7K +$5.48K +103 +1,717%
VWWMG
285
Vermillion & White Wealth Management Group
Pennsylvania
$6.27K
RIL
286
Rothschild Investment LLC
Illinois
$6.27K +$798 +15 +18%
AIM
287
Anchor Investment Management
South Carolina
$5.89K +$1.38K +26 +38%
GRP
288
Global Retirement Partners
California
$5.89K +$5K +94 New
GWM
289
Geneos Wealth Management
Colorado
$5.39K -$9.15K -172 -67%
BFS
290
Bare Financial Services
Pennsylvania
$5.14K +$3.08K +58 +242%
TCM
291
TD Capital Management
Tennessee
$4.65K
MAS
292
MPWM Advisory Solutions
Georgia
$4.32K
HNW
293
High Note Wealth
Minnesota
$4.01K +$3.4K +64 New
BIA
294
Bell Investment Advisors
California
$3.7K
AssetMark Inc
295
AssetMark Inc
California
$3.7K +$3.14K +59 New
FHA
296
First Horizon Advisors
Tennessee
$3.57K
LI
297
LRI Investments
Florida
$3.13K
QL
298
Quarry LP
New York
$2K +$1.7K +32 New
PMAM
299
Picton Mahoney Asset Management
Ontario, Canada
$2K -$1.17M -21,932 -100%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$1.88K

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.