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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 %
WRPWM
1326
Werba Rubin Papier Wealth Management
California
$593K +$35K +382 +6%
SAM
1327
Sompo Asset Management
Japan
$592K – – –
CPCM
1328
Cardinal Point Capital Management
Ontario, Canada
$589K +$589K +6,430 New
CCA
1329
Carrera Capital Advisors
Michigan
$587K -$10.7K -117 -2%
BFC
1330
Bedel Financial Consulting
Indiana
$586K -$4.58K -50 -0.8%
JWM
1331
Jeppson Wealth Management
California
$582K -$19.9K -217 -3%
TPWA
1332
TRUE Private Wealth Advisors
Oregon
$582K -$275 -3 -0%
RIA
1333
Regal Investment Advisors
Michigan
$581K -$66.6K -727 -10%
MDA
1334
Minot DeBlois Advisors
Massachusetts
$580K -$5.32K -58 -0.9%
PT
1335
Plimoth Trust
Massachusetts
$579K +$6.23K +68 +1%
CA
1336
Claro Advisors
Massachusetts
$579K -$681K -7,435 -54%
PCA
1337
Pallas Capital Advisors
Massachusetts
$579K +$133K +1,449 +30%
TA
1338
TFG Advisers
Michigan
$576K +$3.12K +34 +0.5%
ISFAN
1339
Investor's Fiduciary Advisor Network
Washington
$576K +$120K +1,311 +26%
ML
1340
McAdam LLC
Pennsylvania
$576K +$25.1K +274 +5%
FMP
1341
Financial Management Professionals
Texas
$575K +$114K +1,240 +25%
BA
1342
Birinyi Associates
Connecticut
$573K – – –
ST
1343
Somerset Trust
Pennsylvania
$572K +$21.5K +235 +4%
SJIM
1344
St. Johns Investment Management
Florida
$568K +$97.1K +1,060 +21%
WAG
1345
Wallace Advisory Group
California
$568K +$568K +5,792 New
CT
1346
Clearstead Trust
Maine
$567K +$26K +284 +5%
HHRDM
1347
H&H Retirement Design & Management
Nevada
$565K -$3.06K -33 -0.5%
SRC
1348
Shufro Rose & Co
New York
$563K +$284K +2,900 +102%
DI
1349
Diligent Investors
California
$562K +$10.7K +117 +2%
IAIM
1350
International Assets Investment Management
Florida
$562K -$194K -2,119 -26%
52 53
54
55 56