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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 %
CAM
1001
Creekmur Asset Management
Illinois
$1.14M +$304K +3,316 +36%
PTC
1002
Private Trust Company
Ohio
$1.14M +$52K +567 +5%
ECM
1003
Everence Capital Management
Indiana
$1.13M -$1.27M -13,830 -53%
SAG
1004
SageView Advisory Group
California
$1.13M -$104K -1,110 -8%
AAM
1005
AMI Asset Management
California
$1.13M -$28.6M -311,807 -96%
AAM
1006
Auxier Asset Management
Oregon
$1.13M -$3.67K -40 -0.3%
GWM
1007
GSB Wealth Management
Connecticut
$1.13M +$103K +1,119 +10%
GA
1008
GFS Advisors
Texas
$1.12M +$1.12M +12,255 New
RA
1009
RFG Advisory
Alabama
$1.12M -$11.4K -124 -1%
NL
1010
Navalign LLC
California
$1.11M -$32K -349 -3%
TPWM
1011
Twelve Points Wealth Management
Massachusetts
$1.11M +$28.8K +314 +3%
MFS
1012
Madrona Financial Services
Washington
$1.11M +$2.75K +30 +0.2%
V
1013
VeraBank
Texas
$1.11M -$128K -1,396 -10%
LFA
1014
Legacy Financial Advisors
Kentucky
$1.11M -$26.3K -287 -2%
CRC
1015
Curi RMB Capital
Illinois
$1.11M +$1.11M +12,064 New
SC
1016
Syon Capital
California
$1.11M +$40K +436 +4%
Members Trust
1017
Members Trust
Florida
$1.1M +$462K +5,037 +72%
DIA
1018
Dana Investment Advisors
Wisconsin
$1.09M -$90.9K -992 -8%
PWC
1019
PYA Waltman Capital
Tennessee
$1.09M +$139K +1,513 +15%
SWM
1020
SeaCrest Wealth Management
New York
$1.09M -$22.4K -244 -2%
WJWM
1021
Williams Jones Wealth Management
New York
$1.09M +$66.2K +723 +6%
FCBT
1022
First Citizens Bank & Trust
North Carolina
$1.09M -$668K -7,285 -38%
MTIM
1023
Marathon Trading Investment Management
Pennsylvania
$1.08M +$45.8K +500 +4%
DLHL
1024
Donald L. Hagan LLC
Florida
$1.08M -$15.1K -165 -1%
JPWM
1025
Jamison Private Wealth Management
Georgia
$1.08M +$149K +1,630 +16%
39 40
41
42 43