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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
Goldman Sachs
26
Goldman Sachs
New York
$29.5M -$2.64M -49,669 -10%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$28.4M +$1.13M +21,223 +5%
FCM
28
Frontier Capital Management
Massachusetts
$27.1M -$22.9M -429,745 -50%
JCM
29
Junto Capital Management
New York
$25.2M +$21.4M +402,879 New
Wells Fargo
30
Wells Fargo
California
$25.2M -$1.16M -21,747 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$24M -$2.08M -39,068 -9%
Fisher Asset Management
32
Fisher Asset Management
Washington
$21.8M +$3.19M +60,078 +21%
GI
33
GAMCO Investors
Connecticut
$20.5M
RL
34
Ruffer LLP
United Kingdom
$18.6M -$820K -15,417 -5%
Millennium Management
35
Millennium Management
New York
$17.7M -$6.47M -121,694 -30%
Principal Financial Group
36
Principal Financial Group
Iowa
$17.3M +$93K +1,748 +0.6%
GS
37
Gagnon Securities
New York
$16.1M -$51.8K -974 -0.4%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$13.8M +$40K +753 +0.3%
SEI Investments
39
SEI Investments
Pennsylvania
$13.3M -$480K -9,030 -4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$13.2M -$1.52M -28,521 -12%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$12.3M +$7.32M +137,559 +233%
ACM
42
Aquatic Capital Management
Illinois
$10.4M +$5.78M +108,666 +190%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.73M +$340K +6,391 +4%
UBS AM
44
UBS AM
Illinois
$9.37M +$2.11M +39,665 +36%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$9.2M +$1.86M +35,058 +32%
NIP
46
Nicholas Investment Partners
California
$8.47M -$327K -6,158 -4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$8.47M +$42.4K +798 +0.6%
Legal & General Group
48
Legal & General Group
United Kingdom
$8.13M -$10.3K -194 -0.1%
Ameriprise
49
Ameriprise
Minnesota
$8.12M -$11.4M -214,926 -62%
EGM
50
Engineers Gate Manager
New York
$8.05M +$6.83M +128,474 New

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.