Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Cheesecake Factory Inc (CAKE)

329 + Investors. Track Smart Money conviction in CAKE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — CAKE

Based on 335 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CAKE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
335 hedge funds hold CAKE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

156 buying167 selling
Last quarter: 167 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CAKE position: 49 → 51 → 45 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
209 out of 335 hedge funds have held CAKE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~53 new funds/quarter

67 → 49 → 51 → 45 → 53 new funds/Q
New funds entering each quarter: 49 → 51 → 45 → 53. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 22% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 22% new
Entry-cohort mix of 350 holders: 244 (70%) are 2+ year veterans, 30 entered 1–2 years ago, and 76 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
53 of 331 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CAKE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CAKE

In 2026 Q1, 156 hedge funds were net buyers of CAKE (53 opened a new position, 103 added to an existing one), while 167 reduced or exited (135 trimmed, 32 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 61% of total institutional value in CAKE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 335.

Hedge Fund Ownership: CAKE

How many hedge funds hold CAKE — quarterly history vs. share price
Quarterly hedge fund ownership of CAKE vs. share price

Market Analysis: CAKE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CAKE

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CAKE
2026 Q2 Stats Unlock in 5 days 329 + Investors

Track Smart Money conviction in CAKE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 329 313 5.11%
13F Shares 52M 58M -10.51%
Total Value $2.80B $2.92B -4.37%
New Positions 49 45 +4
Increased Positions 98 99 -1
Closed Positions 33 59 -26
Reduced Positions 129 123 +6
Total Calls 8 10 -20.0%
Total Puts 11 11 -
PUT/CALL Ratio 1.38 1.1 Bearish

Statistics: CAKE

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Financial Highlights

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Institutional Holders (2026 Q2)

329 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CAKE. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 CAKE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gagnon Securities LLC 3.40% 221,792 $17.6M
2 Hennessy Advisors Inc 1.64% 646,700 $51.4M
3 Earnest Partners LLC 0.58% 2,012,694 $160.1M
4 nVerses Capital, LLC 0.45% 3,679 $293K
5 Kayne Anderson Rudnick Investment Management LLC 0.44% 1,792,513 $142.6M
6 White Wing Wealth Management 0.39% 9,409 $748K
7 Leeward Investments, LLC - MA 0.38% 104,039 $8.3M
8 Headlands Technologies LLC 0.36% 42,640 $3.4M
9 Occudo Quantitative Strategies LP 0.32% 74,868 $6.0M
10 Aequim Alternative Investments LP 0.30% 243,875 $19.4M
11 Gamco Investors, INC. Et Al 0.22% 307,500 $24.5M
12 Jeppson Wealth Management, LLC 0.21% 9,121 $725K
13 Knights of Columbus Asset Advisors LLC 0.17% 43,487 $3.5M
14 Camelot Portfolios, LLC 0.16% 2,800 $223K
15 Landscape Capital Management, L.L.C. 0.11% 21,176 $1.7M
16 Integrity Wealth Solutions LLC 0.09% 3,168 $252K
17 Edgestream Partners, L.P. 0.08% 35,170 $2.8M
18 One Capital Management, LLC 0.07% 47,750 $2.6M
19 American Century Companies Inc 0.07% 2,004,441 $159.4M
20 Balance Wealth Partners LLC 0.07% 3,267 $260K
21 Abel Hall, LLC 0.07% 4,765 $379K
22 Connable Office Inc 0.06% 8,859 $705K
23 Ruffer LLP 0.06% 21,691 $1.7M
24 Erste Asset Management GmbH 0.06% 92,600 $7.4M
25 Inspire Investing, LLC 0.03% 10,667 $848K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Cheesecake Factory Inc (CAKE)

What does the Smart Money Trend signal show for CAKE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CAKE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CAKE?

More sellers than buyers — 48% buying: Last quarter: 167 funds reduced or exited vs 156 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CAKE holders?

Elite ownership — 61% AUM from top-100 funds: 53 of 331 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in CAKE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CAKE?

62% of holders stayed for 2+ years: 209 out of 335 hedge funds have held CAKE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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