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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
1076
Harbour Investments
Wisconsin
$1.04M -$30.5K -374 -3%
NP
1077
Nilsine Partners
Colorado
$1.04M +$102K +1,249 +10%
TAM
1078
Trust Asset Management
Texas
$1.04M
WPC
1079
Wedmont Private Capital
Pennsylvania
$1.04M -$305K -3,739 -21%
WIM
1080
Westside Investment Management
California
$1.04M +$34.4K +422 +3%
CRI
1081
Colonial River Investments
Virginia
$1.03M +$70.6K +867 +7%
CAG
1082
Csenge Advisory Group
Florida
$1.03M -$692K -8,495 -39%
DLHL
1083
Donald L. Hagan LLC
Florida
$1.03M +$172K +2,110 +19%
WA
1084
WBH Advisory
Maryland
$1.03M -$82.7K -1,016 -7%
GA
1085
Geller Advisors
New York
$1.02M +$5.38K +66 +0.5%
CAL
1086
Capital Analysts LLC
Pennsylvania
$1.02M -$153K -1,873 -12%
BTWM
1087
Baker Tilly Wealth Management
Wisconsin
$1.02M -$919K -11,286 -46%
RSA
1088
River Street Advisors
Illinois
$1.02M -$7K -86 -0.7%
UL
1089
Unionview LLC
Washington
$1.02M -$23.4K -287 -2%
UB
1090
Umpqua Bank
Oregon
$1.02M +$46.7K +574 +5%
CIG
1091
Consolidated Investment Group
Colorado
$1.02M
DLA
1092
Douglas Lane & Associates
New York
$1.02M +$59.9K +736 +6%
PWG
1093
Portside Wealth Group
Utah
$1.02M +$17.5K +215 +2%
NB
1094
NBT Bank
New York
$1.02M -$354K -4,350 -25%
GGS
1095
Galvin Gaustad & Stein
Arizona
$1.01M -$16.2M -198,486 -94%
MFS
1096
Madrona Financial Services
Washington
$1.01M -$77.4K -950 -7%
MIP
1097
Marietta Investment Partners
Wisconsin
$1.01M
SIM
1098
Stratos Investment Management
Ohio
$1M -$136K -1,672 -11%
OTL
1099
Oak Thistle LLC
New York
$1M +$384K +4,714 +58%
WPA
1100
West Paces Advisors
Georgia
$1M -$26.8K -329 -2%

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.