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Shake Shack

371 hedge funds and large institutions have $3.76B invested in Shake Shack in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 122 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

43% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 47

8% more capital invested

Capital invested by funds: $3.46B → $3.76B (+$294M)

4% more funds holding

Funds holding: 357371 (+14)

4% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 122

0.38% less ownership

Funds ownership: 106%105.62% (-0.38%)

46% less call options, than puts

Call options by funds: $70.7M | Put options by funds: $130M

Holders
371
Holders Change
+14
Holders Change %
+3.92%
% of All Funds
4.54%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
67
Increased
127
Reduced
122
Closed
47
Calls
$70.7M
Puts
$130M
Net Calls
-$59.4M
Net Calls Change
-$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
251
Tower Research Capital (TRC)
New York
$249K +$136K +1,477 +110%
TCBWMS
252
Texas Capital Bank Wealth Management Services
Texas
$248K
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$238K +$168K +1,824 +209%
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$231K +$12.8K +139 +6%
BP
255
BBR Partners
New York
$221K
SLAM
256
Swiss Life Asset Management
$218K +$227K +2,466 New
WS
257
Wedbush Securities
California
$217K +$225K +2,449 New
CIBC World Market
258
CIBC World Market
Ontario, Canada
$216K -$9.2K -100 -4%
PAWC
259
P.A.W. Capital
Connecticut
$213K +$222K +2,410 New
CB
260
Commerce Bank
Missouri
$209K +$217K +2,358 New
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$182K +$37.4K +406 +25%
NS
262
NBC Securities
Alabama
$180K +$187K +2,034 New
CM
263
Caption Management
Oklahoma
$177K -$141K -1,529 -43%
Bessemer Group
264
Bessemer Group
New Jersey
$169K -$362K -3,938 -67%
SOW
265
State of Wyoming
Wyoming
$163K +$58.5K +636 +53%
NAAA
266
New Age Alpha Advisors
New York
$160K -$4.97K -54 -3%
CI
267
Corient IA
Florida
$119K +$123K +1,340 New
US Bancorp
268
US Bancorp
Minnesota
$115K +$21.4K +233 +22%
ECSS
269
Eurizon Capital SGR SpA
$109K
S
270
SignatureFD
Georgia
$107K +$20.5K +223 +23%
UB
271
UMB Bank
Missouri
$103K +$71.3K +775 +198%
HFS
272
Hantz Financial Services
Michigan
$99K +$25.9K +282 +34%
GI
273
GAMMA Investing
California
$93.3K +$5.43K +59 +6%
PA
274
Parallel Advisors
California
$89.9K -$276 -3 -0.3%
AAM
275
Advisors Asset Management
Colorado
$89.4K +$45.4K +493 +95%

SHAK Hedge Fund Activity: Q1 2026 in Review

371 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q1 2026, worth a combined $3.76B — up 8.5% from $3.46B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SHAK positions and 47 closed out — a net gain of 20 holders — while 127 added to existing stakes and 122 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $131M. The largest seller was Wellington Management Group, cutting an estimated $116M.

  • 371 institutional investors held Shake Shack (SHAK) as of Q1 2026, up from 357 in Q4 2025.
  • Funds reported $3.76B of Shake Shack stock for Q1 2026, up 8.5% quarter-over-quarter.
  • 67 funds opened new Shake Shack positions in Q1 2026 and 47 closed out, a net change of +20 holders.
  • The largest Shake Shack buyer in Q1 2026 was Balyasny Asset Management, an estimated $131M added.
  • The largest Shake Shack seller in Q1 2026 was Wellington Management Group, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2026.