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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
RIL
276
Rothschild Investment LLC
Illinois
$13.1K -$1.88K -25 -10%
Los Angeles Capital Management
277
Los Angeles Capital Management
California
$11.2K -$377 -5 -2%
AP
278
Atwood & Palmer
Missouri
$11.2K
HNB
279
Hilltop National Bank
Wyoming
$11.2K
Bessemer Group
280
Bessemer Group
New Jersey
$10K -$130K -1,728 -91%
FIM
281
FWL Investment Management
Texas
$9.8K
CA
282
Continuum Advisory
Idaho
$9.8K +$13.2K +175 New
Mitsubishi UFJ Asset Management
283
Mitsubishi UFJ Asset Management
Japan
$8.52K
HHCP
284
Hilton Head Capital Partners
South Carolina
$8.12K -$27.7K -368 -72%
KAS
285
Kemnay Advisory Services
New York
$7.9K -$6.7K -89 -39%
SCM
286
Sterling Capital Management
North Carolina
$7.79K -$8.51K -113 -45%
HI
287
Harbour Investments
Wisconsin
$6.44K
LF
288
LifeSteps Financial
California
$5.88K +$7.91K +105 New
Ohio Public Employees Retirement System (OPERS)
289
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.77K -$1.62M -21,526 -100%
BAM
290
Byrne Asset Management
New Jersey
$5.6K -$7.53K -100 -50%
SEP
291
Signature Equity Partners
Ohio
$5.6K -$7.53K -100 -50%
RWM
292
Rialto Wealth Management
New York
$5.6K -$151 -2 -2%
CTC
293
Central Trust Company
Missouri
$5.6K
BWL
294
Bogart Wealth LLC
Virginia
$5.6K +$7.53K +100 New
PWMG
295
Private Wealth Management Group
New Jersey
$5.6K +$7.53K +100 New
MPWT
296
MassMutual Private Wealth & Trust
Connecticut
$5.15K -$2.33K -31 -25%
TWD
297
True Wealth Design
Ohio
$5.15K +$6.4K +85 +1,214%
UFPG
298
United Financial Planning Group
New York
$4.93K
QC
299
Quent Capital
New York
$4.48K -$377K -5,000 -98%
GRP
300
Global Retirement Partners
California
$4.31K +$5.8K +77 New

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.