We are live on ! Find out more
SBUX icon

Starbucks

2,339 hedge funds and large institutions have $87.7B invested in Starbucks in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 868 increasing their positions, 1,025 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $2.48B

2.66% more ownership

Funds ownership: 81.24%83.9% (+2.7%)

3% less capital invested

Capital invested by funds: $90.4B → $87.7B (-$2.77B)

3% less funds holding

Funds holding: 2,4022,339 (-63)

15% less repeat investments, than reductions

Existing positions increased: 868 | Existing positions reduced: 1,025

17% less first-time investments, than exits

New positions opened: 158 | Existing positions closed: 190

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
2,339
Holders Change
-63
Holders Change %
-2.62%
% of All Funds
30.79%
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
868
Reduced
1,025
Closed
190
Calls
$2.78B
Puts
$2.48B
Net Calls
+$292M
Net Calls Change
-$549M
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1001
Baker Tilly Wealth Management
Wisconsin
$1.16M +$39.1K +451 +4%
BST
1002
Bath Savings Trust
Maine
$1.16M -$62.9K -726 -5%
SWP
1003
Sagespring Wealth Partners
Tennessee
$1.16M +$73.1K +844 +7%
KIA
1004
Knollwood Investment Advisory
Maryland
$1.16M
LWM
1005
Lyell Wealth Management
California
$1.15M -$519K -5,994 -32%
CPSC
1006
Carl P. Sherr & Co
Massachusetts
$1.15M -$63.8K -736 -6%
FFA
1007
Founders Financial Alliance
North Carolina
$1.15M +$23.5K +271 +2%
SFG
1008
Snider Financial Group
Washington
$1.15M +$66.6K +769 +7%
OAM
1009
Ostrum Asset Management
France
$1.15M -$31K -358 -3%
CP
1010
Canopy Partners
Ohio
$1.15M -$10.4K -120 -0.9%
NP
1011
Nilsine Partners
Colorado
$1.14M -$16.6K -191 -2%
CAM
1012
Creekmur Asset Management
Illinois
$1.14M +$287K +3,316 +36%
PTC
1013
Private Trust Company
Ohio
$1.14M +$49.1K +567 +5%
ECM
1014
Everence Capital Management
Indiana
$1.13M -$1.2M -13,830 -53%
SAG
1015
SageView Advisory Group
California
$1.13M -$96.2K -1,110 -8%
AAM
1016
AMI Asset Management
California
$1.13M -$27M -311,807 -96%
AAM
1017
Auxier Asset Management
Oregon
$1.13M -$3.47K -40 -0.3%
GWM
1018
GSB Wealth Management
Connecticut
$1.13M +$97K +1,119 +10%
GA
1019
GFS Advisors
Texas
$1.12M +$1.06M +12,255 New
RA
1020
RFG Advisory
Alabama
$1.12M -$10.7K -124 -1%
NL
1021
Navalign LLC
California
$1.11M -$30.2K -349 -3%
TPWM
1022
Twelve Points Wealth Management
Massachusetts
$1.11M +$27.2K +314 +3%
MFS
1023
Madrona Financial Services
Washington
$1.11M +$2.6K +30 +0.2%
V
1024
VeraBank
Texas
$1.11M -$121K -1,396 -10%
LFA
1025
Legacy Financial Advisors
Kentucky
$1.11M -$24.9K -287 -2%

SBUX Hedge Fund Activity: Q2 2025 in Review

2,339 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2025, worth a combined $87.7B — down 3.1% from $90.4B a quarter earlier.

Sellers outnumbered buyers: 190 funds closed out of SBUX and 158 opened new positions — a net loss of 32 holders — while 1,025 trimmed existing stakes and 868 added.

The largest buyer was Capital Research Global Investors, adding an estimated $3.58B. The largest seller was JP Morgan Chase, cutting an estimated $1.05B.

  • 2,339 institutional investors held Starbucks (SBUX) as of Q2 2025, down from 2,402 in Q1 2025.
  • Funds reported $87.7B of Starbucks stock for Q2 2025, down 3.1% quarter-over-quarter.
  • 158 funds opened new Starbucks positions in Q2 2025 and 190 closed out, a net change of -32 holders.
  • The largest Starbucks buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.58B added.
  • The largest Starbucks seller in Q2 2025 was JP Morgan Chase, an estimated $1.05B sold.

Based on aggregated 13F filings for Q2 2025.