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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
BIA
1326
Benchmark Investment Advisors
Illinois
$631K +$660K +8,100 New
SIC
1327
Samalin Investment Counsel
New York
$631K +$134K +1,642 +25%
JIP
1328
Jaffetilchin Investment Partners
Florida
$630K +$236K +2,892 +56%
EB
1329
Emprise Bank
Kansas
$627K -$71.3K -876 -10%
PFA
1330
Pathway Financial Advisers
Indiana
$626K +$46.2K +567 +8%
WAG
1331
Winthrop Advisory Group
Massachusetts
$625K +$5.13K +63 +0.8%
IF
1332
IRON Financial
Illinois
$623K +$12.8K +157 +2%
BCM
1333
Brown Capital Management
Maryland
$619K +$21.3K +261 +3%
PFS
1334
Physicians Financial Services
North Carolina
$619K +$27.5K +338 +4%
PO
1335
Private Ocean
California
$618K +$90.4K +1,110 +16%
Members Trust
1336
Members Trust
Florida
$618K -$145K -1,785 -18%
CIA
1337
Compass Ion Advisors
Pennsylvania
$618K
TL
1338
Tradewinds LLC
North Carolina
$618K +$646K +7,933 New
HBT
1339
Heartland Bank & Trust
Illinois
$617K -$14.6K -179 -2%
NJIM
1340
Nabity-Jensen Investment Management
Nebraska
$615K -$27.4K -337 -4%
SIG
1341
Sargent Investment Group
Maryland
$614K +$5.29K +65 +0.8%
PAG
1342
Powers Advisory Group
Illinois
$613K +$47.4K +582 +8%
CW
1343
CreativeOne Wealth
Kansas
$612K -$273K -3,349 -30%
CCM
1344
Chaney Capital Management
Washington
$611K -$573K -7,034 -47%
SPC
1345
Spirepoint Private Client
Florida
$608K +$305K +3,748 +92%
AA
1346
Axiom Advisory
California
$605K +$605K +7,423 New
PVM
1347
Palogic Value Management
Texas
$603K +$47.8K +587 +8%
FPAS
1348
Focus Partners Advisor Solutions
Missouri
$599K -$779K -9,570 -55%
SFB
1349
STAR Financial Bank
Indiana
$599K -$143K -1,757 -19%
CI
1350
CX Institutional
Indiana
$599K -$51.1K -628 -8%

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.