We are live on ! Find out more
CAKE icon

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
Schroder Investment Management Group
126
Schroder Investment Management Group
United Kingdom
$1.23M -$60.4K -1,135 -5%
AQR Capital Management
127
AQR Capital Management
Connecticut
$1.22M -$838K -15,757 -45%
TI
128
Tidal Investments
Wisconsin
$1.22M +$39.2K +737 +4%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$1.16M -$157K -2,943 -14%
Franklin Resources
130
Franklin Resources
California
$1.13M +$711K +13,378 +289%
LCM
131
Legato Capital Management
California
$1.13M -$455K -8,550 -32%
TWC
132
TD Waterhouse Canada
Ontario, Canada
$1.1M -$125K -2,349 -12%
OCM
133
One Capital Management
California
$1.04M +$885K +16,644 New
BHCM
134
Brevan Howard Capital Management
Jersey
$1.02M -$660K -12,420 -43%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$1.02M -$154K -2,888 -15%
Polen Capital Management
136
Polen Capital Management
Florida
$997K +$846K +15,904 New
SC
137
SummitTX Capital
Texas
$976K -$203K -3,813 -20%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$953K +$111K +2,089 +16%
A
139
AlphaQuest
New York
$944K +$442K +8,317 +123%
GF
140
Gabelli Funds
New York
$940K
PFM
141
Premier Fund Managers
United Kingdom
$937K
Creative Planning
142
Creative Planning
Kansas
$918K +$219K +4,126 +39%
TRSOTSOK
143
Teachers Retirement System of the State of Kentucky
Kentucky
$917K -$58.9K -1,107 -7%
OF
144
Optimize Financial
California
$892K -$5.42K -102 -0.7%
State Board of Administration of Florida Retirement System
145
State Board of Administration of Florida Retirement System
Florida
$868K
ASRS
146
Arizona State Retirement System
Arizona
$859K -$10.6K -200 -1%
MSRPS
147
Maryland State Retirement & Pension System
Maryland
$839K -$16.5K -311 -2%
HCA
148
Harbor Capital Advisors
Illinois
$836K +$137K +2,567 +24%
AB
149
Amalgamated Bank
New York
$819K -$17.7K -332 -2%
Verition Fund Management
150
Verition Fund Management
Connecticut
$797K -$651K -12,243 -49%

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.