We are live on ! Find out more
SHAK icon

Shake Shack

338 hedge funds and large institutions have $2.05B invested in Shake Shack in 2026 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 135 increasing their positions, 91 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 91

9% less funds holding

Funds holding: 371338 (-33)

14.84% less ownership

Funds ownership: 105.62%90.79% (-15%)

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 95

45% less capital invested

Capital invested by funds: $3.76B → $2.05B (-$1.7B)

58% less call options, than puts

Call options by funds: $73.3M | Put options by funds: $173M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
338
Holders Change
-33
Holders Change %
-8.89%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
69
Increased
135
Reduced
91
Closed
95
Calls
$73.3M
Puts
$173M
Net Calls
-$99.9M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
226
Kingsview Wealth Management
Oregon
$224K +$301K +3,997 New
WS
227
Wedbush Securities
California
$220K +$111K +1,480 +60%
X
228
Xponance
Pennsylvania
$219K +$19.7K +261 +7%
AIM
229
Aigen Investment Management
New York
$218K -$1.24M -16,431 -81%
Cambridge Investment Research Advisors
230
Cambridge Investment Research Advisors
Iowa
$215K -$2.03K -27 -0.7%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$215K +$49.1K +652 +20%
ECM
232
Everence Capital Management
Indiana
$203K +$42.2K +561 +18%
AIP
233
Ameritas Investment Partners
Nebraska
$201K +$25.7K +341 +10%
Ensign Peak Advisors
234
Ensign Peak Advisors
Utah
$199K
WT
235
WHI Trust
Illinois
$192K +$10.6K +141 +4%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$163K +$22.1K +293 +11%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$156K +$55.4K +735 +36%
ACM
238
Aster Capital Management
United Arab Emirates
$129K +$173K +2,300 New
SOW
239
State of Wyoming
Wyoming
$124K +$27.5K +365 +20%
NAS
240
Nykredit A/S
Denmark
$123K +$166K +2,198 New
AAP
241
Arax Advisory Partners
Colorado
$105K +$138K +1,839 +6,130%
NAAA
242
New Age Alpha Advisors
New York
$97.3K -$5.05K -67 -4%
GITFIT
243
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$95.2K +$52.7K +700 +70%
Nisa Investment Advisors
244
Nisa Investment Advisors
Missouri
$92.4K -$120K -1,599 -49%
PA
245
Parallel Advisors
California
$89.4K +$43.7K +580 +57%
AAM
246
Advisors Asset Management
Colorado
$77.1K +$27.6K +366 +36%
CI
247
Corient IA
Florida
$75.1K
HFS
248
Hantz Financial Services
Michigan
$75K +$16.3K +216 +19%
ECSS
249
Eurizon Capital SGR SpA
$71K
PWPS
250
Pinnacle Wealth Planning Services
Ohio
$61.3K +$30.7K +407 +59%

SHAK Hedge Fund Activity: Q2 2026 in Review

338 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q2 2026, worth a combined $2.05B — down 45% from $3.76B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of SHAK and 69 opened new positions — a net loss of 26 holders — while 91 trimmed existing stakes and 135 added.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $78M. The largest seller was Wellington Management Group, exiting entirely with an estimated $152M sold.

  • 338 institutional investors held Shake Shack (SHAK) as of Q2 2026, down from 371 in Q1 2026.
  • Funds reported $2.05B of Shake Shack stock for Q2 2026, down 45% quarter-over-quarter.
  • 69 funds opened new Shake Shack positions in Q2 2026 and 95 closed out, a net change of -26 holders.
  • The largest Shake Shack buyer in Q2 2026 was BAMCO Inc, an estimated $78M added.
  • The largest Shake Shack seller in Q2 2026 was Wellington Management Group, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2026.