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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
WA
301
WPG Advisers
Maryland
$1.57K -$585 -11 -31%
AGWCA
302
Annis Gardner Whiting Capital Advisors
Florida
$1.25K +$1.06K +20 New
RWM
303
Rialto Wealth Management
New York
$690 +$532 +10 +1,000%
RWM
304
RMG Wealth Management
Wisconsin
$654 +$532 +10 New
PIS
305
POM Investment Strategies
North Carolina
$627
JWA
306
JFS Wealth Advisors
Pennsylvania
$564
LFG
307
Larson Financial Group
Missouri
$564
WWM
308
Wolff Wiese Magana
California
$260
EP
309
Essential Partners
California
$188 +$160 +3 New
FFO
310
Fortitude Family Office
Arizona
$188 +$160 +3 New
SIC
311
SJS Investment Consulting
Ohio
$126 -$106 -2 -50%
HIA
312
HFM Investment Advisors
New Jersey
$125 +$53 +1 +100%
BHWM
313
Bay Harbor Wealth Management
Maryland
$125 +$106 +2 New
SC
314
Stephens Consulting
Michigan
$63 -$1.01K -19 -95%
TPCW
315
TD Private Client Wealth
New York
$63
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$63 +$53 +1 New
TI
317
Trexquant Investment
Connecticut
-$11.9M -245,413 Closed
Squarepoint
318
Squarepoint
New York
-$8.52M -160,283 Closed
Hudson Bay Capital Management
319
Hudson Bay Capital Management
Connecticut
-$5.46M -112,278 Closed
EGI
320
EAM Global Investors
California
-$4.07M -83,624 Closed
GCM
321
Greenland Capital Management
New York
-$3.24M -66,662 Closed
LCM
322
Landscape Capital Management
New Jersey
-$2.78M -57,160 Closed
Citadel Advisors
323
Citadel Advisors
Florida
-$2.78M -52,220 Closed
LCG
324
Lisanti Capital Growth
New York
-$2.42M -49,800 Closed
Nomura Holdings
325
Nomura Holdings
Japan
-$2.37M -48,673 Closed

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.