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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
HWP
1151
Highline Wealth Partners
California
$896K -$4.15K -51 -0.4%
FFN
1152
Focus Financial Network
Minnesota
$895K +$75.8K +931 +8%
GWM
1153
GSB Wealth Management
Connecticut
$892K +$248K +3,049 +36%
PTC
1154
Private Trust Company
Ohio
$891K -$87.1K -1,069 -9%
BWM
1155
BKM Wealth Management
Wisconsin
$889K +$755K +9,276 +432%
CP
1156
Canopy Partners
Ohio
$885K +$45.8K +562 +5%
EFM
1157
E Fund Management
China
$883K +$16.6K +204 +2%
SEC
1158
Seven Eight Capital
New York
$882K -$3.86M -47,393 -81%
PVI
1159
Pine Valley Investments
New Jersey
$881K -$171K -2,102 -16%
WI
1160
Wintrust Investments
Illinois
$881K -$59.4K -729 -6%
NHT
1161
New Hampshire Trust
New Hampshire
$879K -$1.6M -19,672 -64%
FFA
1162
Founders Financial Alliance
North Carolina
$879K -$207K -2,546 -18%
IFAM
1163
Institutional & Family Asset Management
Colorado
$878K -$3.62M -44,399 -80%
HW
1164
Hancock Whitney
Mississippi
$878K -$3.45M -42,384 -79%
AGP
1165
Autumn Glory Partners
Texas
$877K +$8.47K +104 +0.9%
FW
1166
FullCircle Wealth
Texas
$875K +$954K +11,720 New
PTB
1167
Pioneer Trust Bank
Oregon
$873K +$814 +10 +0.1%
MA
1168
Montag & Associates
Georgia
$873K -$326K -4,002 -26%
DAM
1169
Deltec Asset Management
New York
$872K
DCM
1170
Davis Capital Management
Florida
$870K -$45.3K -556 -5%
EAM
1171
Empirical Asset Management
Massachusetts
$870K +$939K +11,530 +107%
SCI
1172
Stableford Capital II
Arizona
$869K +$133K +1,630 +16%
PWP
1173
Principle Wealth Partners
Connecticut
$861K -$138K -1,690 -13%
FMTC
1174
Farmers & Merchants Trust Company
California
$860K -$9.53K -117 -1%
ECU
1175
Eisler Capital (UK)
United Kingdom
$857K -$12M -147,573 -93%

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.