We are live on ! Find out more
SBUX icon

Starbucks

2,253 hedge funds and large institutions have $65.8B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 816 increasing their positions, 1,068 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 72.4%74.61% (+2.2%)

7% less call options, than puts

Call options by funds: $2.82B | Put options by funds: $3.02B

8% less funds holding

Funds holding: 2,4422,253 (-189)

12% less capital invested

Capital invested by funds: $74.8B → $65.8B (-$9B)

24% less repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 1,068

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

49% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 314

Holders
2,253
Holders Change
-189
Holders Change %
-7.74%
% of All Funds
32.53%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
159
Increased
816
Reduced
1,068
Closed
314
Calls
$2.82B
Puts
$3.02B
Net Calls
-$198M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
2476
First County Bank
Connecticut
-$232K -2,539 Closed
VF
2477
Vest Financial
Virginia
-$232K -2,539 Closed
CIC
2478
Cornercap Investment Counsel
Georgia
-$230K -2,521 Closed
MIC
2479
Maxi Investments CY
Cyprus
-$230K -2,518 Closed
HWP
2480
Hibernia Wealth Partners
Louisiana
-$229K -2,504 Closed
IDBONY
2481
Israel Discount Bank of New York
New York
-$228K -2,500 Closed
OBWG
2482
Onyx Bridge Wealth Group
New York
-$221K -2,499 Closed
ZAM
2483
Zevin Asset Management
Massachusetts
-$228K -2,493 Closed
M1FG
2484
Mach-1 Financial Group
Arkansas
-$227K -2,483 Closed
PWM
2485
PBMares Wealth Management
Virginia
-$226K -2,476 Closed
AFG
2486
ABLE Financial Group
Arizona
-$226K -2,475 Closed
CSIA
2487
Charles Schwab Investment Advisory
California
-$226K -2,474 Closed
RHJA
2488
Rice Hall James & Associates
California
-$226K -2,468 Closed
FIB
2489
First Interstate Bank
Montana
-$225K -2,467 Closed
YWS
2490
Yarger Wealth Strategies
Ohio
-$224K -2,450 Closed
AA
2491
AJ Advisors
Tennessee
-$224K -2,447 Closed
GJCM
2492
Grand Jean Capital Management
California
-$223K -2,437 Closed
KCM
2493
Kathmere Capital Management
Pennsylvania
-$222K -2,431 Closed
AOWM
2494
Alpha Omega Wealth Management
Virginia
-$222K -2,430 Closed
PL
2495
Plancorp LLC
Missouri
-$221K -2,423 Closed
OFW
2496
Omnia Family Wealth
Florida
-$221K -2,414 Closed
EW
2497
Enzi Wealth
Texas
-$206K -2,413 Closed
HCA
2498
Harbour Capital Advisors
Virginia
-$215K -2,407 Closed
IWP
2499
Invenio Wealth Partners
Florida
-$218K -2,380 Closed
BSSFA
2500
Baron Silver Stevens Financial Advisors
Florida
-$217K -2,374 Closed

SBUX Hedge Fund Activity: Q2 2024 in Review

2,253 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2024, worth a combined $65.8B — down 12% from $74.8B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of SBUX and 159 opened new positions — a net loss of 155 holders — while 1,068 trimmed existing stakes and 816 added.

The largest buyer was Barclays, adding an estimated $1.2B. The largest seller was Royal Bank of Canada, cutting an estimated $510M.

  • 2,253 institutional investors held Starbucks (SBUX) as of Q2 2024, down from 2,442 in Q1 2024.
  • Funds reported $65.8B of Starbucks stock for Q2 2024, down 12% quarter-over-quarter.
  • 159 funds opened new Starbucks positions in Q2 2024 and 314 closed out, a net change of -155 holders.
  • The largest Starbucks buyer in Q2 2024 was Barclays, an estimated $1.2B added.
  • The largest Starbucks seller in Q2 2024 was Royal Bank of Canada, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2024.