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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 %
WBCM
1176
Wilson & Boucher Capital Management
California
$786K – – –
SWP
1177
Strategic Wealth Partners
Ohio
$778K +$778K +8,491 New
PVM
1178
Palogic Value Management
Texas
$777K – – –
AC
1179
Apella Capital
Connecticut
$776K +$76.4K +816 +11%
HBT
1180
Heartland Bank & Trust
Illinois
$774K -$25.6K -279 -3%
MAWA
1181
Moss Adams Wealth Advisors
Washington
$773K +$1.74K +19 +0.2%
P
1182
Pitcairn
Pennsylvania
$772K -$753K -8,223 -49%
CIAS
1183
Capital Investment Advisory Services
North Carolina
$770K +$4.4K +48 +0.6%
SLI
1184
Sumitomo Life Insurance
Japan
$769K -$44.6K -487 -5%
CAWM
1185
Capital Advisors Wealth Management
Washington
$768K +$144K +1,571 +23%
CWP
1186
Cyndeo Wealth Partners
Florida
$768K -$113K -1,236 -13%
LSIA
1187
LaSalle St. Investment Advisors
Illinois
$767K -$113K -1,237 -13%
SA
1188
Skyline Advisors
Washington
$767K +$275 +3 +0%
DCM
1189
Dudley Capital Management
Virginia
$763K -$7.15K -78 -0.9%
SMCM
1190
Sky-Mountain Capital Management
Idaho
$762K – – –
MLL
1191
Moody Lynn & Lieberson
Massachusetts
$761K +$7.79K +85 +1%
BLC
1192
Brown, Lisle/Cummings
Rhode Island
$760K +$10.7K +117 +1%
CI
1193
CX Institutional
Indiana
$759K +$38.5K +420 +5%
HSA
1194
HBK Sorce Advisory
Pennsylvania
$759K -$61K -666 -7%
PAG
1195
Private Advisory Group
Washington
$757K -$27.7K -302 -4%
AWM
1196
Aviso Wealth Management
Washington
$755K -$38.5K -420 -5%
SQA
1197
Simon Quick Advisors
New Jersey
$754K +$168K +1,835 +29%
PFA
1198
Pathway Financial Advisers
Indiana
$754K -$14.7K -160 -2%
ATS
1199
Ashton Thomas Securities
New York
$752K +$21.1K +230 +3%
CCM
1200
Chaney Capital Management
Washington
$752K -$65.2K -712 -8%
46 47
48
49 50