We are live on ! Find out more
SHAK icon

Shake Shack

385 hedge funds and large institutions have $6.01B invested in Shake Shack in 2025 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 147 increasing their positions, 116 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $3.64B → $6.01B (+$2.37B)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 66

27% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 116

5% more funds holding

Funds holding: 368385 (+17)

3.39% more ownership

Funds ownership: 102.98%106.37% (+3.4%)

28% less call options, than puts

Call options by funds: $218M | Put options by funds: $302M

Holders
385
Holders Change
+17
Holders Change %
+4.62%
% of All Funds
5.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
86
Increased
147
Reduced
116
Closed
66
Calls
$218M
Puts
$302M
Net Calls
-$84.2M
Net Calls Change
-$54.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
226
O'Shaughnessy Asset Management
Connecticut
$547K +$55.1K +506 +15%
GS
227
GWN Securities
Florida
$543K -$1.99M -18,286 -83%
SAM
228
Silvercrest Asset Management
New York
$541K -$123K -1,133 -23%
HSBC Holdings
229
HSBC Holdings
United Kingdom
$532K -$68.7K -631 -14%
RMC
230
Ring Mountain Capital
California
$499K +$50.6K +465 +14%
VF
231
Virtu Financial
New York
$491K -$308K -2,824 -45%
PAG
232
Private Advisor Group
New Jersey
$490K +$379K +3,483 New
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$480K +$68.6K +630 +23%
BC
234
Bayforest Capital
United Kingdom
$478K -$40.2K -369 -10%
Simplex Trading
235
Simplex Trading
Illinois
$475K -$991K -9,097 -73%
CIM
236
CIM Investment Management
Pennsylvania
$464K -$5.99K -55 -2%
ECM
237
Evergreen Capital Management
Washington
$459K +$31.6K +290 +10%
CIA
238
Concurrent Investment Advisors
Florida
$447K -$81.4K -747 -19%
CAM
239
Cresset Asset Management
Illinois
$436K -$21.8K -200 -6%
NA
240
NewEdge Advisors
Louisiana
$423K +$281K +2,584 +607%
X
241
Xponance
Pennsylvania
$422K +$14.5K +133 +5%
UWP
242
Uniting Wealth Partners
Kansas
$422K
Cetera Investment Advisers
243
Cetera Investment Advisers
Illinois
$420K -$200K -1,832 -38%
KAS
244
Kestra Advisory Services
Texas
$405K +$20K +184 +7%
EH
245
Equitable Holdings
New York
$379K +$294K +2,698 New
SWM
246
Spire Wealth Management
Virginia
$365K +$67.2K +617 +31%
OPW
247
Oxler Private Wealth
New York
$362K
MFG
248
Magnus Financial Group
New York
$356K +$276K +2,535 New
QCM
249
QRG Capital Management
Illinois
$352K -$73.2K -672 -21%
BP
250
BBR Partners
New York
$352K

SHAK Hedge Fund Activity: Q2 2025 in Review

385 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q2 2025, worth a combined $6.01B — up 65% from $3.64B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SHAK positions and 66 closed out — a net gain of 20 holders — while 147 added to existing stakes and 116 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $135M. The largest seller was Wellington Management Group, cutting an estimated $72.9M.

  • 385 institutional investors held Shake Shack (SHAK) as of Q2 2025, up from 368 in Q1 2025.
  • Funds reported $6.01B of Shake Shack stock for Q2 2025, up 65% quarter-over-quarter.
  • 86 funds opened new Shake Shack positions in Q2 2025 and 66 closed out, a net change of +20 holders.
  • The largest Shake Shack buyer in Q2 2025 was D.E. Shaw & Co, an estimated $135M added.
  • The largest Shake Shack seller in Q2 2025 was Wellington Management Group, an estimated $72.9M sold.

Based on aggregated 13F filings for Q2 2025.