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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
MYIA
151
Mount Yale Investment Advisors
Colorado
$769K
YCM
152
Yousif Capital Management
Michigan
$768K -$15.9K -299 -2%
IA
153
IFP Advisors
Florida
$743K +$626K +11,774 +392,467%
State of Tennessee, Department of Treasury
154
State of Tennessee, Department of Treasury
Tennessee
$734K -$345K -6,494 -36%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$733K +$24.6K +462 +4%
COI
156
Connable Office Inc
Michigan
$709K -$86.3K -1,623 -13%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$703K -$12.1K -227 -2%
PRCP
158
Pacific Ridge Capital Partners
Oregon
$669K
William Blair & Company
159
William Blair & Company
Illinois
$667K +$291K +5,466 +106%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$657K -$16K -300 -3%
Lido Advisors
161
Lido Advisors
California
$656K +$40.2K +756 +8%
PFSRSONJ
162
Police & Firemen's Retirement System of New Jersey
New Jersey
$652K -$372 -7 -0.1%
P
163
&Partners
Tennessee
$651K +$207K +3,888 +60%
ProShare Advisors
164
ProShare Advisors
Maryland
$646K -$54.7K -1,028 -9%
CFO
165
Callan Family Office
Pennsylvania
$637K +$541K +10,169 New
KK
166
KLP Kapitalforvaltning
Norway
$633K +$53.2K +1,000 +11%
BPC
167
Banque Pictet & Cie
Switzerland
$621K -$35.4K -665 -6%
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$603K +$3.99K +75 +0.8%
BAM
169
Bosun Asset Management
Illinois
$599K +$161K +3,021 +46%
JWM
170
Jeppson Wealth Management
California
$593K +$319 +6 +0.1%
WCM
171
Wellington Capital Management
Maryland
$589K +$989K +18,600 New
QCG
172
Quadrant Capital Group
Ohio
$581K -$8.14K -153 -2%
AI
173
Atria Investments
North Carolina
$580K +$18.6K +349 +4%
Wealth Enhancement Advisory Services
174
Wealth Enhancement Advisory Services
Minnesota
$547K +$45.9K +864 +12%
GIM
175
Glenmede Investment Management
Pennsylvania
$529K +$449K +8,435 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.