Cheesecake Factory
CAKE
316 hedge funds and large institutions have $2.66B invested in Cheesecake Factory in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 107 reducing their positions, and 44 closing their positions.
48% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 44
11% more capital invested
Capital invested by funds: $2.41B → $2.66B (+$258M)
6.65% more ownership
Funds ownership: 99.33% → 105.98% (+6.6%)
6% more funds holding
Funds holding: 297 → 316 (+19)
4% more call options, than puts
Call options by funds: $43.1M | Put options by funds: $41.6M
6% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 107
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$95.2M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$79.8M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$60.4M |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$50.2M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
JCP Investment Management
Houston,
Texas
|
-$31.7M |
| 2 |
JCM
Junto Capital Management
New York
|
-$21.8M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$18.1M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
-$16.1M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$14.9M |
CAKE Hedge Fund Activity: Q1 2025 in Review
316 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Cheesecake Factory (CAKE) for Q1 2025, worth a combined $2.66B — up 11% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new CAKE positions and 44 closed out — a net gain of 21 holders — while 101 added to existing stakes and 107 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $95.2M. The largest seller was JCP Investment Management, exiting entirely with an estimated $31.7M sold.
- 316 institutional investors held Cheesecake Factory (CAKE) as of Q1 2025, up from 297 in Q4 2024.
- Funds reported $2.66B of Cheesecake Factory stock for Q1 2025, up 11% quarter-over-quarter.
- 65 funds opened new Cheesecake Factory positions in Q1 2025 and 44 closed out, a net change of +21 holders.
- The largest Cheesecake Factory buyer in Q1 2025 was Wellington Management Group, an estimated $95.2M added.
- The largest Cheesecake Factory seller in Q1 2025 was JCP Investment Management, an estimated $31.7M sold.
Based on aggregated 13F filings for Q1 2025.