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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
MW
1251
Marcum Wealth
Ohio
$740K -$29.1K -357 -4%
PAG
1252
Private Advisory Group
Washington
$738K -$57.9K -711 -7%
GS
1253
Gagnon Securities
New York
$738K +$247K +3,037 +47%
KMWM
1254
Keudell/Morrison Wealth Management
Oregon
$735K +$52.4K +644 +7%
WAM
1255
Winslow Asset Management
Ohio
$732K -$40.6K -499 -5%
TC
1256
Truvestments Capital
Florida
$731K -$82.7K -1,015 -10%
SIS
1257
Sound Income Strategies
Florida
$730K -$11.4K -140 -1%
CT
1258
Chicago Trust
Illinois
$728K -$298K -3,665 -28%
CST
1259
Charles Schwab Trust
Nevada
$727K +$16.7K +205 +2%
AC
1260
Abbrea Capital
California
$727K -$122K -1,496 -14%
PWC
1261
PYA Waltman Capital
Tennessee
$726K +$60.3K +741 +9%
CS
1262
Cannell & Spears
New York
$725K -$16.3K -200 -2%
WC
1263
Wynn Capital
Georgia
$718K +$39.1K +480 +5%
CIAS
1264
Capital Investment Advisory Services
North Carolina
$715K +$137K +1,678 +22%
AWA
1265
Arkadios Wealth Advisors
Georgia
$713K -$103K -1,268 -12%
SLI
1266
Sumitomo Life Insurance
Japan
$711K -$78.1K -959 -9%
JIC
1267
Joel Isaacson & Co
New York
$711K -$47.2K -579 -6%
LFP
1268
Leeward Financial Partners
Washington
$709K +$20.9K +257 +3%
KC
1269
Knuff & Co
California
$708K -$48.6K -597 -6%
DFA
1270
Davies Financial Advisors
California
$706K -$26.7K -328 -3%
FCA
1271
FLC Capital Advisors
California
$706K +$49.7K +610 +7%
ILI
1272
Invesco LLC (Illinois)
Illinois
$705K -$68.8K -845 -9%
LSA
1273
Leonteq Securities AG
Switzerland
$705K -$2.5M -30,650 -77%
BCPWM
1274
Bradley & Co Private Wealth Management
Florida
$703K -$109K -1,337 -13%
RS
1275
Retirement Solution
Washington
$696K -$67.8K -833 -9%

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.