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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 %
OWP
1351
ORG Wealth Partners
Texas
$562K +$161K +1,691 +40%
LW
1352
Linscomb Wealth
Texas
$561K -$122K -1,333 -18%
AFT
1353
Alpha Family Trust
California
$561K -$109K -1,190 -16%
WKWM
1354
Walter & Keenan Wealth Management
Indiana
$560K +$12.6K +137 +2%
BFO
1355
Boston Family Office
Massachusetts
$557K -$9.16K -100 -2%
CPIA
1356
Cornell Pochily Investment Advisors
New York
$557K -$266K -2,904 -32%
TCWM
1357
Total Clarity Wealth Management
Illinois
$556K +$556K +6,071 New
CSC
1358
Caldwell Sutter Capital
California
$554K -$21.1K -230 -4%
EFMC
1359
Empire Financial Management Company
New York
$554K – – –
EB
1360
Emprise Bank
Kansas
$554K +$22.4K +245 +4%
AB
1361
Atlas Brown
Kentucky
$553K +$22.5K +246 +4%
AIM
1362
Advyzon Investment Management
Illinois
$552K +$76.1K +831 +16%
FC
1363
Fulcrum Capital
Washington
$552K – – –
LNB
1364
Ledyard National Bank
$551K -$226K -2,466 -29%
CIA
1365
Compass Ion Advisors
Pennsylvania
$551K -$641 -7 -0.1%
ACMA
1366
Arbor Capital Management (Alaska)
Alaska
$549K +$45.3K +498 +9%
GCA
1367
Greenwood Capital Associates
South Carolina
$547K +$547K +5,973 New
GPA
1368
Garrison Point Advisors
California
$545K -$39.9K -435 -7%
MIM
1369
Moseley Investment Management
Florida
$544K +$3.57K +39 +0.7%
PCM
1370
PenderFund Capital Management
British Columbia, Canada
$543K – – –
WG
1371
Welch Group
Alabama
$542K +$2.84K +31 +0.5%
HWM
1372
Hohimer Wealth Management
Washington
$541K -$35.8K -391 -6%
CWP
1373
Core Wealth Partners
California
$540K +$1.28K +14 +0.2%
NWAG
1374
Net Worth Advisory Group
Utah
$539K +$14.8K +162 +3%
BC
1375
Belmont Capital
California
$539K – – –
53 54
55
56 57