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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
RRA
2526
Round Rock Advisors
Connecticut
-$207K -2,266 Closed
OWM
2527
Opes Wealth Management
California
-$207K -2,261 Closed
FWM
2528
FFT Wealth Management
Pennsylvania
-$206K -2,252 Closed
LFP
2529
Lakeshore Financial Planning
Michigan
-$206K -2,252 Closed
LWM
2530
Laidlaw Wealth Management
New York
-$205K -2,248 Closed
ACS
2531
Archford Capital Strategies
Illinois
-$205K -2,242 Closed
CC
2532
Corton Capital
Ontario, Canada
-$205K -2,242 Closed
CIP
2533
Convergence Investment Partners
Florida
-$205K -2,240 Closed
WAG
2534
Wallace Advisory Group
California
-$215K -2,237 Closed
WB
2535
West Bancorporation
Iowa
-$204K -2,237 Closed
NRWA
2536
North Ridge Wealth Advisors
Oregon
-$204K -2,229 Closed
CCA
2537
Cora Capital Advisors
New Jersey
-$203K -2,226 Closed
WLPWM
2538
Walled Lake Planning & Wealth Management
Illinois
-$203K -2,226 Closed
DWM
2539
Darwin Wealth Management
Florida
-$203K -2,217 Closed
ATFA
2540
All Terrain Financial Advisors
Minnesota
-$202K -2,208 Closed
FL
2541
Fort LP
Maryland
-$202K -2,206 Closed
MWM
2542
Melfa Wealth Management
Massachusetts
-$201K -2,199 Closed
AGC
2543
Aspen Grove Capital
Colorado
-$201K -2,197 Closed
FNC
2544
First National Corp
Massachusetts
-$210K -2,192 Closed
FMI
2545
F/M Investments
District of Columbia
-$200K -2,192 Closed
EC
2546
EntryPoint Capital
New York
-$161K -1,765 Closed
ACM
2547
Aquatic Capital Management
Illinois
-$155K -1,700 Closed
LF
2548
LifeSteps Financial
California
-$96.4K -1,055 Closed
HEIP
2549
Hudson Edge Investment Partners
New Jersey
-$81.7K -894 Closed
NCTC
2550
New Covenant Trust Company
Indiana
-$77.9K -852 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.