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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
BlackRock
1
BlackRock
New York
$418M -$31M -582,867 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M -$10.8M -202,202 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$259M +$220M +4,128,648 +54,175%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$199M +$7.22M +135,737 +4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$166M -$2.68M -50,430 -2%
EARNEST Partners
6
EARNEST Partners
Georgia
$150M -$15.3M -287,843 -11%
Victory Capital Management
7
Victory Capital Management
Texas
$115M +$4.02M +75,608 +4%
State Street
8
State Street
Massachusetts
$113M -$2.92M -54,896 -3%
American Century Companies
9
American Century Companies
Missouri
$107M +$5.3M +99,688 +6%
Invesco
10
Invesco
Georgia
$103M -$50.1M -941,310 -36%
BAMCO Inc
11
BAMCO Inc
New York
$94M -$16M -300,000 -17%
WHG
12
Westwood Holdings Group
Texas
$79.9M -$15.1M -283,150 -18%
Bank of America
13
Bank of America
North Carolina
$74.2M +$57M +1,072,434 +965%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$73.9M -$2.26M -42,420 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$69.8M -$1.64M -30,907 -3%
HAI
16
Hennessy Advisors Inc
California
$68.4M -$6.41M -120,500 -10%
Morgan Stanley
17
Morgan Stanley
New York
$63.1M +$24.2M +455,048 +82%
UBS Group
18
UBS Group
Switzerland
$49.7M -$6.64M -124,854 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$46.9M -$3.91M -73,612 -9%
PCM
20
Palisade Capital Management
New Jersey
$37.8M -$911K -17,137 -3%
Charles Schwab
21
Charles Schwab
California
$37M -$1.04M -19,501 -3%
Northern Trust
22
Northern Trust
Illinois
$32.9M -$480K -9,033 -2%
DCM
23
Driehaus Capital Management
Illinois
$31.8M -$25.2M -473,068 -48%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$31.1M -$660K -12,412 -2%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$30.4M -$9.54M -179,334 -27%

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.