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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
AFG
2501
Allegheny Financial Group
Pennsylvania
-$216K -2,360 Closed
PHAM
2502
Palisades Hudson Asset Management
Florida
-$215K -2,348 Closed
KFGK
2503
Keystone Financial Group (Kentucky)
Kentucky
-$214K -2,345 Closed
SCM
2504
Steele Capital Management
Iowa
-$214K -2,343 Closed
SFG
2505
SNS Financial Group
Minnesota
-$214K -2,340 Closed
HWM
2506
HRC Wealth Management
Idaho
-$214K -2,338 Closed
C
2507
Certuity
Florida
-$213K -2,326 Closed
FC
2508
Fusion Capital
South Carolina
-$212K -2,319 Closed
BAM
2509
Boyar Asset Management
New York
-$212K -2,316 Closed
WPC
2510
White Pine Capital
Minnesota
-$205K -2,313 Closed
AA
2511
Alesco Advisors
New York
-$211K -2,311 Closed
WP
2512
WealthShield Partners
North Carolina
-$211K -2,308 Closed
CIG
2513
Cascade Investment Group
Colorado
-$210K -2,301 Closed
NRS
2514
Neville Rodie & Shaw
New York
-$210K -2,300 Closed
BBNA
2515
Bremer Bank National Association
Minnesota
-$210K -2,293 Closed
BSHC
2516
Breed's Hill Capital
Massachusetts
-$209K -2,292 Closed
RFN
2517
Redwood Financial Network
Ohio
-$209K -2,292 Closed
LHC
2518
Little House Capital
Massachusetts
-$209K -2,285 Closed
FC
2519
Fulcrum Capital
Washington
-$209K -2,284 Closed
RPCA
2520
Running Point Capital Advisors
California
-$209K -2,284 Closed
GA
2521
Goldstein Advisors
Wisconsin
-$208K -2,281 Closed
MWP
2522
Meridian Wealth Partners
Pennsylvania
-$208K -2,272 Closed
FTC
2523
Farmers Trust Company
Ohio
-$207K -2,270 Closed
TFP
2524
Tilia Fiduciary Partners
North Carolina
-$207K -2,269 Closed
LFG
2525
Lockerman Financial Group
California
-$207K -2,266 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.