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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
CA
251
CoreCap Advisors
Michigan
$61K +$52.8K +701 +181%
US Bancorp
252
US Bancorp
Minnesota
$58.6K -$18.9K -251 -19%
MMCM
253
Murphy & Mullick Capital Management
New York
$54.5K +$17.7K +235 +32%
GI
254
GAMMA Investing
California
$53.5K -$7.53K -100 -9%
IA
255
IFP Advisors
Florida
$51.8K +$20.9K +278 +43%
DSC
256
Daytona Street Capital
Missouri
$48.2K +$64.8K +860 New
IWC
257
Integrated Wealth Concepts
Massachusetts
$47K +$63.2K +839 New
EP
258
Elkhorn Partners
Nebraska
$44.8K +$60.2K +800 New
C
259
Covestor
United Kingdom
$41K +$51.3K +681 +1,261%
SS
260
SBI Securities
Japan
$38.5K -$3.09K -41 -6%
FFA
261
Farther Finance Advisors
California
$36.7K +$11.4K +151 +30%
FDCDDQ
262
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.4K +$14.7K +195 +51%
SIC
263
SJS Investment Consulting
Ohio
$29.7K +$34K +452 +579%
UB
264
UMB Bank
Missouri
$26.9K -$51.7K -686 -59%
EWA
265
EverSource Wealth Advisors
Alabama
$22.4K +$27.3K +362 +978%
SL
266
Salomon & Ludwin
Virginia
$21K +$8.44K +112 +43%
SAM
267
Smartleaf Asset Management
Massachusetts
$19.8K
SWM
268
Spire Wealth Management
Virginia
$18.9K +$2.56K +34 +11%
EP
269
Essential Partners
California
$18.3K +$20K +265 +434%
VCM
270
Versant Capital Management
Arizona
$17K +$22.4K +298 +5,960%
WIM
271
Westside Investment Management
California
$16.8K
AssetMark Inc
272
AssetMark Inc
California
$16.8K -$5.12K -68 -19%
AF
273
Allworth Financial
California
$16.2K +$3.69K +49 +20%
Optiver Holding
274
Optiver Holding
Netherlands
$14.9K +$20K +266 New
BFS
275
Bare Financial Services
Pennsylvania
$13.9K +$11.2K +149 +149%

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.