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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 %
CA
1251
Cambridge Advisors
Nebraska
$677K +$92 +1 +0%
CIC
1252
Carnegie Investment Counsel
Ohio
$676K +$18.4K +201 +3%
FAG
1253
Fortitude Advisory Group
Washington
$675K +$14K +153 +2%
HW
1254
Hancock Whitney
Mississippi
$674K +$79K +862 +13%
BFS
1255
BridgePort Financial Solutions
Iowa
$674K +$1.92K +21 +0.3%
TFA
1256
Transamerica Financial Advisors
Florida
$668K +$67.1K +732 +11%
DAM
1257
Draper Asset Management
New York
$666K +$666K +7,230 New
BTC
1258
Bank & Trust Company
Illinois
$665K +$23.2K +253 +4%
ISL
1259
Ingalls & Snyder LLC
New York
$661K -$18.3K -200 -3%
TM
1260
TigerOak Management
New Mexico
$660K -$1.47K -16 -0.2%
MCM
1261
Morton Capital Management
California
$659K +$48.9K +534 +8%
DWM
1262
DecisionMap Wealth Management
Virginia
$657K +$26.6K +290 +4%
EFSCE
1263
Enterprise Financial Services Corp (EFSC)
Missouri
$657K +$13.9K +152 +2%
CST
1264
Charles Schwab Trust
Nevada
$656K – – –
TWM
1265
TriaGen Wealth Management
California
$655K -$1.47K -16 -0.2%
MIM
1266
Morningstar Investment Management
Illinois
$653K +$653K +7,124 New
CWS
1267
Cypress Wealth Services
California
$652K +$47.2K +515 +8%
ETC
1268
Exchange Traded Concepts
Oklahoma
$651K +$34K +371 +6%
SFM
1269
Signet Financial Management
New Jersey
$649K -$1.83K -20 -0.3%
GLA
1270
Good Life Advisors
Pennsylvania
$648K -$118K -1,288 -15%
OIM
1271
Orca Investment Management
Oregon
$644K +$2.2K +24 +0.3%
DJSG
1272
D.J. St. Germain
Massachusetts
$643K -$16K -175 -2%
SAI
1273
Savvy Advisors Inc
New York
$643K +$120K +1,305 +23%
AWS
1274
Aspen Wealth Strategies
Colorado
$641K – – –
IWA
1275
Inspirion Wealth Advisors
Illinois
$641K – – –
49 50
51
52 53