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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
AP
676
Arlington Partners
Alabama
$3.21M +$767K +9,416 +30%
RMC
677
Resources Management Corp
Connecticut
$3.21M +$457K +5,617 +16%
MYAM
678
Meiji Yasuda Asset Management
Japan
$3.21M +$136K +1,675 +4%
MSAM
679
Moloney Securities Asset Management
Missouri
$3.2M +$504K +6,183 +18%
VAS
680
Vestmark Advisory Solutions
Massachusetts
$3.19M -$280K -3,441 -8%
TWM
681
TLW Wealth Management
Florida
$3.19M -$2.54M -31,197 -43%
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$3.18M -$403K -4,946 -11%
EWM
683
Evercore Wealth Management
New York
$3.17M -$585K -7,188 -15%
CAM
684
Costello Asset Management
Pennsylvania
$3.16M -$540K -6,628 -14%
WPIC
685
White Pine Investment Company
Michigan
$3.16M -$93.3K -1,145 -3%
BAM
686
Belpointe Asset Management
Nevada
$3.13M +$2.2M +26,997 +205%
AAIM
687
American Assets Investment Management
California
$3.11M +$3.26M +40,000 New
LNB
688
Ledyard National Bank
$3.11M -$1.17M -14,329 -26%
VFA
689
Valeo Financial Advisors
Indiana
$3.07M +$367K +4,504 +7%
OAC
690
OMERS Administration Corp
Ontario, Canada
$3.06M +$3.2M +39,277 New
BFG
691
Beacon Financial Group
Texas
$3.06M -$104K -1,276 -3%
EWM
692
Empirical Wealth Management
Washington
$3.05M +$142K +1,740 +5%
BFA
693
Benedict Financial Advisors
Georgia
$3.05M +$353K +4,330 +12%
BCA
694
Bray Capital Advisors
Florida
$3.03M -$35.8K -439 -1%
EF
695
Empirical Finance
Pennsylvania
$3.03M -$238K -2,921 -7%
SW
696
Simplicity Wealth
New Jersey
$3.02M -$211K -2,585 -6%
WFMPM
697
Woodley Farra Manion Portfolio Management
Indiana
$3.02M +$16.9K +208 +0.5%
NFG
698
Nations Financial Group
Iowa
$3.02M +$123K +1,511 +4%
SC
699
Savant Capital
Illinois
$3M -$1.81M -22,192 -37%
SWA
700
SFMG Wealth Advisors
Texas
$2.99M +$90.3K +1,109 +3%

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.