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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
PA
576
Perennial Advisors
New York
$4.27M +$32.8K +403 +0.7%
CGH
577
Crossmark Global Holdings
Texas
$4.25M -$68.5K -841 -2%
PFS
578
Prospera Financial Services
Texas
$4.24M +$584K +7,176 +15%
CL
579
Choreo LLC
Illinois
$4.24M +$2.18M +26,775 +95%
CMP
580
Coston McIsaac & Partners
Maine
$4.23M +$129K +1,583 +3%
SC
581
Sepio Capital
Utah
$4.22M -$10.8K -132 -0.2%
BRWA
582
B. Riley Wealth Advisors
Florida
$4.22M -$733K -8,998 -14%
MGP
583
Metis Global Partners
California
$4.21M +$45K +552 +1%
HB
584
HTLF Bank
Colorado
$4.2M -$90.6K -1,112 -2%
IWC
585
Integrated Wealth Concepts
Massachusetts
$4.18M +$463K +5,682 +12%
AMM
586
American Money Management
California
$4.17M -$209K -2,566 -5%
MMA
587
Miracle Mile Advisors
California
$4.17M +$74.6K +916 +2%
IIM
588
Intact Investment Management
Quebec, Canada
$4.16M -$1.68M -20,570 -28%
SF
589
Synovus Financial
Georgia
$4.15M -$180K -2,205 -4%
Wealthfront Advisers
590
Wealthfront Advisers
California
$4.11M -$5.56M -68,300 -56%
BFW
591
Brady Family Wealth
Missouri
$4.1M -$205K -2,523 -5%
FCH
592
Freestone Capital Holdings
Washington
$4.1M +$40.5K +497 +1%
ET
593
Entropy Technologies
New York
$4.09M -$2.39M -29,348 -36%
BCMO
594
Buckingham Capital Management (Ohio)
Ohio
$4.06M +$550K +6,754 +15%
HIM
595
Harbour Investment Management
Washington
$4.06M -$34.4K -422 -0.8%
SCA
596
Snowden Capital Advisors
New York
$3.94M -$2.73M -33,520 -40%
QPBE
597
Quintet Private Bank (Europe)
Luxembourg
$3.94M -$397K -4,872 -10%
VWM
598
Valley Wealth Managers
New Jersey
$3.93M +$400K +4,907 +11%
BWL
599
Bogart Wealth LLC
Virginia
$3.93M -$885K -10,870 -18%
SCM
600
Sitrin Capital Management
California
$3.92M +$15.6K +191 +0.4%

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.