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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
CWM
201
CIBC World Markets
New York
$357K -$267K -5,012 -47%
ECM
202
Everence Capital Management
Indiana
$348K
Jones Financial Companies
203
Jones Financial Companies
Missouri
$344K +$104K +1,960 +55%
CL
204
Choreo LLC
Illinois
$340K +$4.84K +91 +2%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$338K -$69.5K -1,306 -19%
WWWM
206
White Wing Wealth Management
Texas
$334K +$283K +5,326 New
WA
207
Wealth Alliance
New York
$333K +$6.86K +129 +2%
CA
208
Clearstead Advisors
Ohio
$333K -$44K -827 -13%
HIS
209
Harvest Investment Services
Illinois
$333K +$283K +5,318 New
CIBC World Market
210
CIBC World Market
Ontario, Canada
$311K +$264K +4,971 New
CIM
211
Contravisory Investment Management
Massachusetts
$310K
JG
212
Jain Global
New York
$307K +$261K +4,900 New
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$298K +$26.1K +491 +12%
AIP
214
Ameritas Investment Partners
Nebraska
$296K -$17.4K -327 -6%
DC
215
Diametric Capital
Massachusetts
$288K +$245K +4,598 New
ECM
216
Evergreen Capital Management
Washington
$261K -$425 -8 -0.2%
VPIM
217
Vanguard Personalized Indexing Management
California
$246K +$209K +3,925 New
QCM
218
Quantinno Capital Management
New York
$239K +$203K +3,813 New
IA
219
Inspire Advisors
Idaho
$232K +$197K +3,700 New
WS
220
Wedbush Securities
California
$230K -$138K -2,599 -41%
YIH
221
Y-Intercept (HK)
Hong Kong
$230K +$195K +3,666 New
X
222
Xponance
Pennsylvania
$224K +$190K +3,572 New
Mariner
223
Mariner
Kansas
$219K -$95K -1,787 -34%
Wealthfront Advisers
224
Wealthfront Advisers
California
$215K +$182K +3,428 New
AC
225
AXQ Capital
New Jersey
$214K +$181K +3,408 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.