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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
HI
901
Horizon Investments
North Carolina
$1.68M +$17.3K +213 +1%
PA
902
PFW Advisors
Georgia
$1.68M -$40.6K -499 -2%
RCA
903
Resonant Capital Advisors
Wisconsin
$1.68M -$13K -160 -0.7%
AMBIA
904
Allen Mooney & Barnes Investment Advisors
Georgia
$1.67M -$20.8K -256 -1%
APM
905
Advanced Portfolio Management
New York
$1.67M
FGAM
906
Financial Gravity Asset Management
Texas
$1.67M -$1.24M -15,167 -41%
BAMF
907
BI Asset Management Fondsmaeglerselskab
Denmark
$1.66M -$115K -1,410 -6%
BFA
908
Bill Few Associates
Pennsylvania
$1.66M +$1.79K +22 +0.1%
LFG
909
Larson Financial Group
Missouri
$1.66M +$29.8K +366 +2%
VI
910
Vestcor Inc
New Brunswick, Canada
$1.66M
SDIC
911
South Dakota Investment Council
South Dakota
$1.65M +$145K +1,778 +9%
CWP
912
CFM Wealth Partners
Texas
$1.65M -$309K -3,798 -15%
SFO
913
Stokes Family Office
Louisiana
$1.65M -$71.2K -874 -4%
EDRH
914
Edmond de Rothschild Holding
Switzerland
$1.65M -$1.32M -16,173 -43%
MC
915
Moors & Cabot
Massachusetts
$1.65M -$2.83M -34,717 -62%
BFG
916
Bleakley Financial Group
New Jersey
$1.64M -$339K -4,164 -16%
BDS
917
Banco de Sabadell
Florida
$1.64M -$23.7K -291 -1%
GFA
918
Gifford Fong Associates
California
$1.64M
CC
919
Clearline Capital
New York
$1.63M +$1.71M +21,000 New
CC
920
Chicago Capital
Illinois
$1.63M -$226K -2,777 -12%
MVA
921
Mount Vernon Associates
Maryland
$1.62M -$140K -1,725 -8%
SW
922
SteelPeak Wealth
California
$1.62M -$3.33M -40,872 -66%
AWM
923
Aviso Wealth Management
Washington
$1.6M -$521K -6,398 -24%
ACM
924
Aljian Capital Management
Nevada
$1.59M +$932K +11,440 +126%
SIA
925
Soltis Investment Advisors
Utah
$1.59M +$242K +2,972 +17%

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.