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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
RPCONE
1351
Retirement Planning Company of New England
Rhode Island
$598K +$29.4K +361 +5%
FCP
1352
Fidelis Capital Partners
Florida
$598K -$257K -3,154 -28%
ME
1353
McIlrath & Eck
Washington
$596K -$99.8K -1,225 -14%
RMAM
1354
Raab & Moskowitz Asset Management
New Jersey
$594K +$54.8K +673 +10%
GIM
1355
Grassi Investment Management
California
$594K -$122K -1,500 -16%
SSWM
1356
Sheets Smith Wealth Management
North Carolina
$593K -$30.9K -380 -5%
PWP
1357
Precedent Wealth Partners
Texas
$592K +$72.9K +895 +13%
HAG
1358
HF Advisory Group
Maryland
$592K +$145K +1,785 +31%
NCFG
1359
New Century Financial Group
New Jersey
$591K +$186K +2,286 +43%
ST
1360
Smithfield Trust
Pennsylvania
$588K +$2.61K +32 +0.4%
WSFS
1361
Wilmington Savings Fund Society
Delaware
$585K -$54.6K -671 -8%
IWA
1362
Inspirion Wealth Advisors
Illinois
$584K +$11.4K +140 +2%
SJIM
1363
St. Johns Investment Management
Florida
$584K -$263K -3,231 -30%
TCM
1364
Traynor Capital Management
Pennsylvania
$584K +$92.3K +1,133 +18%
PWAM
1365
Pinnacle West Asset Management
Wyoming
$583K +$11K +135 +2%
NFA
1366
Northern Financial Advisors
Michigan
$583K -$1.63K -20 -0.3%
MI
1367
Motiv8 Investments
Florida
$582K +$154K +1,887 +34%
XF
1368
XML Financial
Maryland
$579K -$21.7K -267 -3%
CA
1369
Cambridge Advisors
Nebraska
$577K -$3.18K -39 -0.5%
FFM
1370
Forum Financial Management
Illinois
$575K +$1.71K +21 +0.3%
VWA
1371
Visionary Wealth Advisors
Illinois
$574K +$149K +1,824 +33%
CCA
1372
Cobblestone Capital Advisors
New York
$572K -$39.7K -487 -6%
FFWA
1373
FRG Family Wealth Advisors
Washington
$572K +$489 +6 +0.1%
JWM
1374
Jeppson Wealth Management
California
$572K +$77.9K +956 +15%
CHJWM
1375
Carlton Hofferkamp & Jenks Wealth Management
Texas
$572K -$61.2K -751 -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.