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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
VNA
1176
Valley National Advisers
Pennsylvania
$854K -$48K -589 -5%
TH
1177
TCTC Holdings
Texas
$851K -$59K -724 -6%
IIM
1178
InTrack Investment Management
Vermont
$847K +$886K +10,885 New
LC
1179
LCNB Corp
Ohio
$847K -$20.4K -250 -2%
CIC
1180
Cutler Investment Counsel
Oregon
$841K -$28.9K -355 -3%
WQ
1181
Wealth Quarterback
New Jersey
$837K +$411K +5,041 +88%
LCM
1182
Landscape Capital Management
New Jersey
$837K +$876K +10,753 New
Los Angeles Capital Management
1183
Los Angeles Capital Management
California
$836K -$170M -2,092,712 -99%
CT
1184
Coastline Trust
Rhode Island
$834K -$213K -2,610 -20%
VA
1185
Valmark Advisers
Ohio
$830K -$32.7K -401 -4%
MS
1186
Marshall & Sullivan
Washington
$827K
DFC
1187
DB Fitzpatrick & Co
Idaho
$827K +$2.77K +34 +0.3%
MFC
1188
Mechanics Financial Corp
Ohio
$820K +$407 +5 +0%
PTC
1189
Philadelphia Trust Company
Pennsylvania
$819K -$507K -6,227 -37%
SA
1190
Skyline Advisors
Washington
$817K -$21.7K -266 -2%
LFA
1191
Legacy Financial Advisors
Kentucky
$817K +$211K +2,587 +33%
JWM
1192
JGP Wealth Management
Oregon
$817K -$7.25K -89 -0.8%
AGAM
1193
Audent Global Asset Management
California
$817K -$248K -3,051 -23%
DT
1194
Diversified Trust
Tennessee
$815K -$802K -9,845 -48%
DCM
1195
Dudley Capital Management
Virginia
$814K -$166K -2,044 -16%
IP
1196
Intellectus Partners
California
$813K +$16.5K +203 +2%
CIC
1197
Carnegie Investment Counsel
Ohio
$813K -$240K -2,950 -22%
BIA
1198
Bigelow Investment Advisors
Maine
$812K -$407 -5 -0%
CWA
1199
Consilium Wealth Advisory
Texas
$812K +$849K +10,430 New
AO
1200
Advisor OS
Illinois
$811K +$145K +1,781 +21%

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.