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Starbucks
SBUX

Overview Fund Activity

2,303 hedge funds and large institutions have $87.4B invested in Starbucks in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 847 increasing their positions, 1,017 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,303
Holders Change
-69
Holders Change %
-2.91%
% of All Funds
30.86%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.21%
New
158
Increased
847
Reduced
1,017
Closed
184
Calls
$2.78B
Puts
$2.48B
Net Calls
+$292M
Net Calls Change
-$550M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$3.78B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$486M
4
Polen Capital Management
Polen Capital Management
Florida
+$416M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$329M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$822M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$307M
4
Jennison Associates
Jennison Associates
New York
-$259M
5
Morgan Stanley
Morgan Stanley
New York
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
851
Formidable Asset Management
Ohio
$1.73M – – –
AWM
852
Axxcess Wealth Management
California
$1.73M +$6.96K +76 +0.4%
PIA
853
Petredis Investment Advisors
Pennsylvania
$1.73M +$33.1K +361 +2%
LAM
854
Lynch Asset Management
Pennsylvania
$1.73M – – –
BP
855
Ballentine Partners
Massachusetts
$1.72M -$64.8K -707 -4%
MWM
856
Meridian Wealth Management
Kentucky
$1.72M +$44.2K +482 +3%
AIA
857
AIMZ Investment Advisors
California
$1.72M -$45.6K -498 -3%
LWANC
858
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.71M +$1.69M +155,217 +9,061%
SFO
859
Stokes Family Office
Louisiana
$1.7M -$71.1K -776 -4%
ABWM
860
Alpine Bank Wealth Management
Colorado
$1.7M -$9.16K -100 -0.5%
IIM
861
Intact Investment Management
Quebec, Canada
$1.7M – – –
AWP
862
Accretive Wealth Partners
New Jersey
$1.69M +$26.6K +290 +2%
IP
863
Intellectus Partners
California
$1.69M +$259K +2,830 +18%
KP
864
Keel Point
Alabama
$1.68M +$45.4K +496 +3%
LNWTC
865
Laird Norton Wetherby Trust Company
Washington
$1.67M – – –
CCM
866
Collar Capital Management
Wisconsin
$1.66M -$8.98K -98 -0.5%
FFA
867
First Foundation Advisors
California
$1.66M +$6.69K +73 +0.4%
BFA
868
Brown Financial Advisors
Ohio
$1.65M +$125K +1,360 +8%
SAM
869
Smartleaf Asset Management
Massachusetts
$1.65M -$217K -2,361 -12%
AHC
870
Adell Harriman & Carpenter
Texas
$1.65M -$253K -2,763 -13%
CA
871
Callahan Advisors
Texas
$1.65M -$1.25M -13,605 -43%
CK
872
Cohen Klingenstein
New York
$1.65M – – –
RA
873
RiverPark Advisors
New York
$1.65M +$209K +2,276 +14%
RWM
874
Ritholtz Wealth Management
New York
$1.64M +$37K +404 +2%
EHWM
875
Eads & Heald Wealth Management
Georgia
$1.63M -$47.8K -522 -3%
33 34
35
36 37