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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 %
WAS
1076
Winch Advisory Services
Wisconsin
$997K -$45.4K -495 -4%
WAP
1077
Wealthcare Advisory Partners
Pennsylvania
$993K -$11.2K -122 -1%
DBIA
1078
Dumont & Blake Investment Advisors
New Jersey
$993K -$7.06K -77 -0.7%
OM
1079
OV Management
Minnesota
$990K -$1.35M -14,763 -58%
SSA
1080
Sierra Summit Advisors
Nevada
$987K +$20.3K +221 +2%
ZI
1081
ZEGA Investments
Florida
$986K -$20.3K -222 -2%
LCAM
1082
London & Capital Asset Management
United Kingdom
$982K -$2.6M -28,400 -73%
MG
1083
Mather Group
Illinois
$982K -$135K -1,472 -12%
KA
1084
Kovack Advisors
Florida
$980K +$58.8K +642 +6%
IAS
1085
Investment Advisory Services
Texas
$977K +$5.41K +59 +0.6%
CAM
1086
Covenant Asset Management
New Jersey
$974K +$41.4K +452 +4%
SBFM
1087
S-Bank Fund Management
Finland
$972K +$119K +1,302 +14%
NA
1088
Nautilus Advisors
California
$972K +$12.6K +137 +1%
DT
1089
Diversified Trust
Tennessee
$968K -$47.6K -519 -5%
XWM
1090
Xcel Wealth Management
Florida
$963K +$509K +5,560 +112%
GF
1091
Gabelli Funds
New York
$962K -$412K -4,500 -30%
TAP
1092
Tounjian Advisory Partners
Florida
$961K -$15.1K -154 -2%
CIC
1093
Cutler Investment Counsel
Oregon
$959K – – –
LFP
1094
Leeward Financial Partners
Washington
$958K +$64.4K +703 +7%
VA
1095
Valmark Advisers
Ohio
$956K -$60.5K -660 -6%
PWP
1096
Principle Wealth Partners
Connecticut
$951K -$44.4K -485 -4%
FI
1097
Financial Insights
Washington
$950K +$49.5K +540 +5%
TBC
1098
Ted Buchan & Co
California
$950K +$211K +2,305 +29%
FCA
1099
FLC Capital Advisors
California
$948K +$82.9K +905 +10%
CWM
1100
Congress Wealth Management
Massachusetts
$948K -$2.36M -25,734 -71%
42 43
44
45 46