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Shake Shack
SHAK

Overview Fund Activity

367 hedge funds and large institutions have $3.64B invested in Shake Shack in 2025 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 133 increasing their positions, 113 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
70
Increased
133
Reduced
113
Closed
66
Calls
$87.2M
Puts
$117M
Net Calls
-$29.9M
Net Calls Change
+$46.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$122M
2
Citadel Advisors
Citadel Advisors
Florida
+$90.2M
3
Ameriprise
Ameriprise
Minnesota
+$41.2M
4
Squarepoint
Squarepoint
New York
+$33.4M
5
Bank of America
Bank of America
North Carolina
+$18.1M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$57.2M
2
Holocene Advisors
Holocene Advisors
New York
-$48.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$46.4M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$39.2M
5
CPC
Cookson Peirce & Co
Pennsylvania
-$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
251
Evergreen Capital Management
Washington
$262K -$3.62K -41 -1%
Corient Private Wealth
252
Corient Private Wealth
Florida
$261K -$21.9K -248 -8%
BA
253
Bridgewater Associates
Connecticut
$253K -$344K -3,900 -58%
X
254
Xponance
Pennsylvania
$253K +$14K +159 +6%
GSC
255
Ground Swell Capital
South Carolina
$249K +$249K +2,819 New
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$246K +$25K +284 +11%
ACM
257
Aster Capital Management
United Arab Emirates
$243K +$243K +2,236 New
KAS
258
Kestra Advisory Services
Texas
$238K -$28.7K -325 -11%
Stifel Financial
259
Stifel Financial
Missouri
$237K +$33K +374 +16%
SC
260
Savant Capital
Illinois
$237K +$237K +2,683 New
AWA
261
Alta Wealth Advisors
Massachusetts
$231K +$231K +2,622 New
OPW
262
Oxler Private Wealth
New York
$227K – – –
BP
263
BBR Partners
New York
$220K – – –
TWM
264
TCFG Wealth Management
California
$219K +$219K +2,487 New
USAA
265
United Services Automobile Association
Texas
$219K +$219K +2,484 New
CM
266
Capula Management
Cayman Islands
$216K +$216K +2,454 New
Carson Wealth (CWM LLC)
267
Carson Wealth (CWM LLC)
Nebraska
$216K +$104K +1,183 +94%
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$209K -$54.2K -615 -21%
Mackenzie Financial
269
Mackenzie Financial
Ontario, Canada
$206K +$705 +8 +0.3%
CIP
270
Cornerstone Investment Partners
Georgia
$205K -$18.1K -205 -8%
MYIA
271
Mount Yale Investment Advisors
Colorado
$205K +$9.35K +106 +5%
NAAA
272
New Age Alpha Advisors
New York
$181K -$1.32K -15 -0.7%
SWM
273
Spire Wealth Management
Virginia
$175K +$157K +1,780 +881%
Jones Financial Companies
274
Jones Financial Companies
Missouri
$130K +$125K +1,418 +2,445%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$129K +$19K +250 +17%
9 10
11
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