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
SEEDPG
876
S.E.E.D. Planning Group
New York
$1.78M +$293K +3,592 +19%
IWA
877
Icon Wealth Advisors
Texas
$1.78M -$496K -6,091 -21%
SIAG
878
Signet Investment Advisory Group
Rhode Island
$1.78M +$203K +2,495 +12%
KP
879
Keel Point
Alabama
$1.77M +$841K +10,322 +126%
YIH
880
Y-Intercept (HK)
Hong Kong
$1.77M -$3.13M -38,380 -63%
AAS
881
Ameritas Advisory Services
Nebraska
$1.77M +$389K +4,777 +27%
FAM
882
Formidable Asset Management
Ohio
$1.77M -$107K -1,318 -5%
DAS
883
Diversify Advisory Services
Utah
$1.75M -$82.7K -1,015 -4%
CWM
884
Cordatus Wealth Management
Pennsylvania
$1.75M +$1.83M +22,514 New
WAM
885
Walker Asset Management
Missouri
$1.75M -$5.54K -68 -0.3%
NRG
886
Nemes Rush Group
Michigan
$1.74M +$110K +1,345 +6%
BFM
887
Boston Financial Management
Massachusetts
$1.74M -$94.1K -1,155 -5%
TCOT
888
Trust Company of Toledo
Ohio
$1.73M -$290K -3,559 -14%
BWA
889
Bordeaux Wealth Advisors
California
$1.73M +$1.81M +22,208 New
CG
890
Caprock Group
Idaho
$1.73M -$1.63K -20 -0.1%
B
891
Bensler
Washington
$1.72M +$281K +3,455 +18%
PCM
892
Palouse Capital Management
Washington
$1.72M +$1.72M +21,135 +2,114%
RPC
893
Rossmore Private Capital
Connecticut
$1.72M -$127K -1,554 -7%
AHC
894
Adell Harriman & Carpenter
Texas
$1.72M -$1.17M -14,413 -39%
FRM
895
Fox Run Management
Connecticut
$1.71M +$1.79M +22,013 New
DBIA
896
Dumont & Blake Investment Advisors
New Jersey
$1.71M +$897K +11,017 +101%
FB
897
Fulton Bank
Pennsylvania
$1.7M +$326K +3,999 +22%
TAM
898
Taurus Asset Management
New York
$1.7M -$411K -5,050 -19%
P
899
Pitcairn
Pennsylvania
$1.7M +$765K +9,396 +76%
CFG
900
Citizens Financial Group
Rhode Island
$1.68M +$419K +5,149 +31%

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.