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Starbucks

2,330 hedge funds and large institutions have $85.5B invested in Starbucks in 2026 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 866 increasing their positions, 979 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 133

41% more call options, than puts

Call options by funds: $2.76B | Put options by funds: $1.96B

6% more capital invested

Capital invested by funds: $80.3B → $85.5B (+$5.17B)

1% more funds holding

Funds holding: 2,3142,330 (+16)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.02% less ownership

Funds ownership: 83.81%83.79% (-0.02%)

12% less repeat investments, than reductions

Existing positions increased: 866 | Existing positions reduced: 979

Holders
2,330
Holders Change
+16
Holders Change %
+0.69%
% of All Funds
28.68%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
198
Increased
866
Reduced
979
Closed
133
Calls
$2.76B
Puts
$1.96B
Net Calls
+$804M
Net Calls Change
+$489M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1326
Compass Ion Advisors
Pennsylvania
$530K +$2.18K +23 +0.4%
CA
1327
Claro Advisors
Massachusetts
$528K +$14.2K +150 +3%
WG
1328
Wellington Group
Indiana
$528K +$212K +2,237 +61%
TPI
1329
Trust Point Inc
Wisconsin
$527K -$47.5K -502 -8%
JWM
1330
Jeppson Wealth Management
California
$524K -$48.5K -513 -8%
GWANC
1331
Guardian Wealth Advisors (North Carolina)
North Carolina
$523K -$12.7K -134 -2%
CPA
1332
Capital Performance Advisors
California
$519K +$74.3K +785 +16%
RWFS
1333
Rayburn West Financial Services
Tennessee
$517K -$47.3K -500 -8%
RLIM
1334
Red Lighthouse Investment Management
New York
$516K +$545K +5,765 New
SP
1335
Stonebrook Private
Michigan
$513K -$90.7K -959 -14%
ZIG
1336
Zuckerman Investment Group
Illinois
$513K
BWP
1337
Burling Wealth Partners
Illinois
$511K -$119K -1,254 -18%
BAM
1338
Blueshift Asset Management
New Jersey
$507K -$679K -7,177 -56%
RPCONE
1339
Retirement Planning Company of New England
Rhode Island
$506K +$3.4K +36 +0.6%
NB
1340
Nicolet Bankshares
Wisconsin
$504K +$261K +2,758 +97%
AIA
1341
AssuredPartners Investment Advisors
Florida
$504K -$161K -1,701 -24%
TCM
1342
Telos Capital Management
California
$503K -$3.4K -36 -0.6%
CCM
1343
Chaney Capital Management
Washington
$499K -$224K -2,372 -30%
AWM
1344
Aviso Wealth Management
Washington
$499K -$26.9K -284 -5%
CSB
1345
City State Bank
Iowa
$498K -$5.77K -61 -1%
WIM
1346
WealthPlan Investment Management
Nebraska
$496K +$117K +1,238 +29%
MCWA
1347
Meadow Creek Wealth Advisors
Georgia
$495K +$1.32K +14 +0.3%
ZIM
1348
Zacks Investment Management
Illinois
$493K +$851 +9 +0.2%
FFS
1349
Founders Financial Securities
Maryland
$492K
SPL
1350
Smart Portfolios LLC
Washington
$491K +$28.1K +297 +6%