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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
OFS
851
OMC Financial Services
New York
$1.91M -$1.14M -13,994 -36%
MIC
852
Means Investment Company
Maine
$1.91M -$107K -1,319 -5%
HCM
853
Hollencrest Capital Management
California
$1.91M
SFP
854
Shepherd Financial Partners
Massachusetts
$1.9M +$945K +11,607 +91%
FFA
855
First Foundation Advisors
California
$1.87M -$228K -2,805 -10%
WF
856
Wayfinding Financial
Washington
$1.87M -$217K -2,660 -10%
IIA
857
ICW Investment Advisors
Arizona
$1.86M -$11.1K -136 -0.6%
RWP
858
Ridgecrest Wealth Partners
California
$1.86M -$1.22K -15 -0.1%
VDI
859
Vaughan David Investments
Illinois
$1.86M -$386K -4,741 -17%
CANC
860
Culbertson A N & Co
Virginia
$1.85M +$94.9K +1,165 +5%
UWS
861
Unique Wealth Strategies
Illinois
$1.85M
CCG
862
Catalina Capital Group
California
$1.84M -$2.84M -34,890 -60%
MNBTD
863
Moody National Bank Trust Division
Texas
$1.83M +$46.3K +569 +2%
GF
864
Gries Financial
Ohio
$1.83M +$1.91M +23,448 New
CHC
865
City Holding Co
West Virginia
$1.82M +$510K +6,257 +37%
CCB
866
Country Club Bank
Missouri
$1.82M +$119K +1,464 +7%
JWCA
867
J.W. Cole Advisors
Florida
$1.82M +$1.35M +16,553 +244%
GCC
868
Guardian Capital (Canada)
Ontario, Canada
$1.81M +$261K +3,200 +16%
AWM
869
Avitas Wealth Management
California
$1.8M -$13.9K -171 -0.7%
MYIA
870
Mount Yale Investment Advisors
Colorado
$1.8M +$297K +3,650 +19%
HA
871
Hamel Associates
New Jersey
$1.8M -$211K -2,585 -10%
GAM
872
Gotham Asset Management
New York
$1.8M -$2.86M -35,083 -60%
DCM
873
Donaldson Capital Management
Indiana
$1.8M -$9.85K -121 -0.5%
AWM
874
AE Wealth Management
Kansas
$1.8M +$557K +6,841 +42%
PA
875
Probity Advisors
Texas
$1.79M +$70.9K +870 +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.