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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
AFA
726
Arlington Financial Advisors
California
$2.72M +$132K +1,625 +5%
PGIM
727
Pacific Global Investment Management
California
$2.72M -$556K -6,824 -16%
VHAM
728
Van Hulzen Asset Management
California
$2.72M +$898K +11,030 +46%
FFA
729
Farther Finance Advisors
California
$2.72M +$266K +3,262 +10%
PWW
730
Pettyjohn Wood & White
Virginia
$2.7M -$18.8K -231 -0.7%
RMDI
731
R.M. Davis Inc
Maine
$2.7M -$175K -2,153 -6%
1SB
732
1ST Source Bank
Indiana
$2.69M +$34.3K +421 +1%
NIM
733
Nicollet Investment Management
Minnesota
$2.68M -$28.4K -349 -1%
PA
734
Procyon Advisors
Connecticut
$2.68M +$187K +2,291 +7%
CCM
735
Conway Capital Management
California
$2.67M -$273K -3,350 -9%
GC
736
Gould Capital
Washington
$2.65M +$31.2K +383 +1%
WWA
737
WCG Wealth Advisors
Nevada
$2.65M +$461K +5,657 +20%
CA
738
Clearstead Advisors
Ohio
$2.64M +$1.2M +14,687 +76%
PWS
739
Peloton Wealth Strategists
Indiana
$2.63M -$24.4K -300 -0.9%
VVP
740
Venture Visionary Partners
Ohio
$2.63M -$30.9K -380 -1%
WANY
741
Wealthspire Advisors (New York)
New York
$2.62M +$16.5K +203 +0.6%
ET
742
Equitable Trust
Tennessee
$2.62M -$14.3K -176 -0.5%
LWM
743
Lyell Wealth Management
California
$2.62M -$2.26M -27,806 -45%
WG
744
Winton Group
United Kingdom
$2.61M +$2.41M +29,593 +745%
TMAM
745
Tokio Marine Asset Management
Japan
$2.61M +$31.1K +382 +1%
IAM
746
Infusive Asset Management
New York
$2.61M +$2.73M +33,551 New
TI
747
Tidal Investments
Wisconsin
$2.61M +$575K +7,055 +27%
AssetMark Inc
748
AssetMark Inc
California
$2.6M -$5.15M -63,210 -65%
CPBTD
749
Central Pacific Bank - Trust Division
Hawaii
$2.6M -$415K -5,100 -13%
CA
750
Callahan Advisors
Texas
$2.59M +$1.07M +13,183 +65%

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.