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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
RAM
176
Readystate Asset Management
Illinois
$511K +$433K +8,148 New
Neuberger Berman Group
177
Neuberger Berman Group
New York
$506K +$194K +3,647 +82%
Amundi
178
Amundi
France
$496K -$641K -12,057 -61%
II
179
Inspire Investing
Idaho
$494K -$879K -16,530 -68%
IFU
180
iSAM Funds (UK)
United Kingdom
$488K +$414K +7,792 New
KeyBank National Association
181
KeyBank National Association
Ohio
$488K +$25.4K +478 +7%
BIM
182
Bridges Investment Management
Nebraska
$481K
KAS
183
Kestra Advisory Services
Texas
$457K -$3.14K -59 -0.8%
SPS
184
Susquehanna Portfolio Strategies
Pennsylvania
$454K +$385K +7,238 New
Teacher Retirement System of Texas
185
Teacher Retirement System of Texas
Texas
$448K +$3.03K +57 +0.8%
VI
186
Versor Investments
New York
$447K -$225K -4,229 -37%
TRCT
187
Tower Research Capital (TRC)
New York
$441K +$313K +5,880 +508%
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$435K
SOW
189
State of Wyoming
Wyoming
$431K +$74.2K +1,395 +25%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$424K -$13.2K -248 -4%
CMF
191
Counterpoint Mutual Funds
California
$422K +$358K +6,730 New
IIC
192
Integrated Investment Consultants
Michigan
$419K -$298K -5,601 -46%
SFS
193
Sowell Financial Services
Arkansas
$412K +$6.43K +121 +2%
CW
194
CreativeOne Wealth
Kansas
$398K -$4.09K -77 -1%
Truist Financial
195
Truist Financial
North Carolina
$392K -$82.2K -1,545 -20%
MML Investors Services
196
MML Investors Services
Massachusetts
$388K -$2.55K -48 -0.8%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$385K -$25.8K -486 -7%
CA
198
CSM Advisors
Pennsylvania
$377K +$321K +6,027 New
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$368K -$28.6K -537 -8%
MOACM
200
Mutual of America Capital Management
New York
$367K -$52.4K -985 -14%

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.