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Shake Shack

354 hedge funds and large institutions have $3.89B invested in Shake Shack in 2025 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 137 increasing their positions, 123 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 123

3.23% less ownership

Funds ownership: 106.37%103.15% (-3.2%)

8% less funds holding

Funds holding: 385354 (-31)

18% less call options, than puts

Call options by funds: $147M | Put options by funds: $179M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

35% less capital invested

Capital invested by funds: $6.01B → $3.89B (-$2.13B)

37% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 73

Holders
354
Holders Change
-31
Holders Change %
-8.05%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
46
Increased
137
Reduced
123
Closed
73
Calls
$147M
Puts
$179M
Net Calls
-$32.2M
Net Calls Change
+$52M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$554M -$12.9M -112,267 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$406M +$104K +902 +0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$243M +$73.5M +639,406 +33%
1WCM
4
12 West Capital Management
New York
$164M +$24.1M +210,000 +14%
State Street
5
State Street
Massachusetts
$135M -$2.69M -23,377 -2%
Morgan Stanley
6
Morgan Stanley
New York
$130M +$32.3M +280,898 +25%
GGHC
7
Gilder Gagnon Howe & Co
New York
$122M -$13M -112,971 -8%
Bank of America
8
Bank of America
North Carolina
$114M +$91.7M +797,685 +192%
Squarepoint
9
Squarepoint
New York
$105M +$20.6M +179,129 +19%
Invesco
10
Invesco
Georgia
$88.7M -$19.4M -168,867 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$86.2M +$696K +6,058 +0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$82.4M +$17.7M +154,166 +21%
UBS Group
13
UBS Group
Switzerland
$80.1M +$37.1M +323,132 +61%
Ameriprise
14
Ameriprise
Minnesota
$77.8M -$3.92M -34,117 -4%
JP Morgan Chase
15
JP Morgan Chase
New York
$75.1M +$44.6M +388,583 +94%
VBA
16
Van Berkom & Associates
Quebec, Canada
$67.7M +$10.7M +93,553 +15%
Fisher Asset Management
17
Fisher Asset Management
Washington
$63.9M +$19.3M +167,740 +33%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$58.9M +$639K +5,561 +0.9%
Marshall Wace
19
Marshall Wace
United Kingdom
$54.9M +$49.9M +434,625 +285%
WA
20
Wasatch Advisors
Utah
$53.4M +$1.27M +11,044 +2%
Jennison Associates
21
Jennison Associates
New York
$52.7M -$3.58M -31,198 -5%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$43M +$27.2M +236,467 +106%
Goldman Sachs
23
Goldman Sachs
New York
$42.8M -$39.9M -347,404 -43%
Man Group
24
Man Group
United Kingdom
$42.7M +$5.06M +44,013 +11%
Northern Trust
25
Northern Trust
Illinois
$38.7M -$515K -4,479 -1%

SHAK Hedge Fund Activity: Q3 2025 in Review

354 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Shake Shack (SHAK) for Q3 2025, worth a combined $3.89B — down 35% from $6.01B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of SHAK and 46 opened new positions — a net loss of 27 holders — while 123 trimmed existing stakes and 137 added.

The largest buyer was Bank of America, adding an estimated $91.7M. The largest seller was D.E. Shaw & Co, cutting an estimated $135M.

  • 354 institutional investors held Shake Shack (SHAK) as of Q3 2025, down from 385 in Q2 2025.
  • Funds reported $3.89B of Shake Shack stock for Q3 2025, down 35% quarter-over-quarter.
  • 46 funds opened new Shake Shack positions in Q3 2025 and 73 closed out, a net change of -27 holders.
  • The largest Shake Shack buyer in Q3 2025 was Bank of America, an estimated $91.7M added.
  • The largest Shake Shack seller in Q3 2025 was D.E. Shaw & Co, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2025.