Cheesecake Factory
CAKE
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.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+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: 316 → 318 (+2)
27% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$220M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$57M |
| 3 |
Morgan Stanley
New York
|
+$24.2M |
| 4 |
JCM
Junto Capital Management
New York
|
+$21.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$50.1M |
| 2 |
BlackRock
New York
|
-$31M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$25.2M |
| 4 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$22.9M |
| 5 |
BAMCO Inc
New York
|
-$16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
351
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$12.3K | -277 | Closed |
|
|
CWC
352
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$3.55K | -73 | Closed |
|
|
CIAM
353
Caitong International Asset Management
Hong Kong
| – | -$3.16K | -65 | Closed |
|
|
AP
354
Aspect Partners
Fairfax,
Virginia
| – | -$1.31K | -27 | Closed |
|
|
IWP
355
IAG Wealth Partners
Waukesha,
Wisconsin
| – | -$779 | -16 | Closed |
|
|
PCTC
356
Perkins Coie Trust Company
Seattle,
Washington
| – | -$632 | -13 | Closed |
|
|
GFPC
357
Global Financial Private Client
Sarasota,
Florida
| – | -$195 | -4 | Closed |
|
|
HWM
358
Hemington Wealth Management
Falls Church,
Virginia
| – | +$53 | +1 | +8% |
|
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.