We are live on ! Find out more
SBUX icon

Starbucks

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
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$2.4M -$71.5K -878 -3%
PA
777
Parallel Advisors
California
$2.39M -$230K -2,823 -8%
PWM
778
Perigon Wealth Management
California
$2.39M -$612K -7,513 -20%
NCM
779
Narwhal Capital Management
Georgia
$2.39M -$77.5K -952 -3%
MAS
780
Meeder Advisory Services
Ohio
$2.37M +$363K +4,455 +17%
FTIS
781
First Trust Investment Solutions
Florida
$2.37M +$321K +3,942 +15%
FTDI
782
First Trust Direct Indexing
Massachusetts
$2.36M +$183K +2,242 +8%
DEA
783
DoubleLine ETF Adviser
Florida
$2.36M +$2.47M +30,332 New
PWMAG
784
Pinnacle Wealth Management Advisory Group
New Jersey
$2.36M -$894K -10,980 -27%
ICM
785
IMS Capital Management
Oregon
$2.36M -$413K -5,068 -17%
FLI
786
Family Legacy Inc
South Carolina
$2.36M +$2.69K +33 +0.1%
CK
787
Cohen Klingenstein
New York
$2.34M
FWP
788
FAS Wealth Partners
Kansas
$2.34M +$370K +4,549 +18%
TPCW
789
TD Private Client Wealth
New York
$2.33M +$385K +4,724 +19%
SC
790
Sawyer & Company
Massachusetts
$2.33M -$6.51K -80 -0.3%
MFS
791
Mattson Financial Services
Michigan
$2.32M +$2.42M +29,761 New
HCM
792
Horrell Capital Management
Arkansas
$2.3M +$15.5K +190 +0.6%
ACI
793
Alpha Cubed Investments
California
$2.3M -$6.79M -83,351 -74%
MSK
794
Melissa S. Kampmann
$2.29M -$28.6K -351 -1%
NP
795
NorthRock Partners
Minnesota
$2.28M -$423K -5,199 -15%
RIL
796
Rothschild Investment LLC
Illinois
$2.27M +$207K +2,543 +10%
GIA
797
Gladstone Institutional Advisory
Florida
$2.25M -$131K -1,609 -5%
NL
798
NVWM LLC
Pennsylvania
$2.25M +$288K +3,541 +14%
LA
799
Lakeside Advisors
Washington
$2.25M +$5.05K +62 +0.2%
TCA
800
Trifecta Capital Advisors
Illinois
$2.25M +$89.5K +1,099 +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.