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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
BFS
351
Bare Financial Services
Pennsylvania
$10.5K +$5.66K +52 +226%
EWM
352
Evolution Wealth Management
Florida
$10.5K +$8.17K +75 New
IA
353
IFP Advisors
Florida
$10.3K -$871 -8 Closed
PB
354
Pinnacle Bancorp
Nebraska
$9.84K
TF
355
Tompkins Financial
New York
$7.03K
CWP
356
Concord Wealth Partners
Virginia
$6.87K +$5.34K +49 New
TCOT
357
Trust Company of Toledo
Ohio
$5.62K +$4.36K +40 New
AAP
358
Arax Advisory Partners
Colorado
$5.06K +$3.16K +29 +414%
IA
359
IFS Advisors
Kansas
$4.92K
ADL
360
Asset Dedication LLC
California
$4.78K
AF
361
Allworth Financial
California
$4.5K -$20.3K -186 -85%
HNW
362
High Note Wealth
Minnesota
$4.36K +$109 +1 +3%
1IA
363
1620 Investment Advisors
Massachusetts
$4.22K
LB
364
Legacy Bridge
Iowa
$4.22K
HNB
365
Huntington National Bank
Ohio
$3.94K -$35.6K -327 -92%
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$3.66K
BIA
367
Bell Investment Advisors
California
$3.66K +$654 +6 +30%
CAL
368
Capital Advisors Ltd
Ohio
$3K +$545 +5 +26%
TWD
369
True Wealth Design
Ohio
$2.81K +$1.52K +14 +233%
CIAM
370
Caitong International Asset Management
Hong Kong
$2.81K +$2.18K +20 New
RS
371
Rakuten Securities
Japan
$2.53K
CT
372
Clearstead Trust
Maine
$2.53K +$1.96K +18 New
HWM
373
Hemington Wealth Management
Virginia
$2K +$980 +9 +82%
EC
374
Elequin Capital
New York
$1.26K +$980 +9 New
AGWCA
375
Annis Gardner Whiting Capital Advisors
Florida
$985 +$762 +7 New

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.