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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 %
GWANC
1376
Guardian Wealth Advisors (North Carolina)
North Carolina
$539K +$47.6K +519 +10%
PWS
1377
Precision Wealth Strategies
Missouri
$539K +$539K +5,878 New
SM
1378
Sweeney & Michel
California
$538K +$12K +126 +2%
HCP
1379
Holt Capital Partners
Texas
$537K – – –
CFP
1380
Catalyst Financial Partners
Massachusetts
$536K +$13.9K +152 +3%
NAS
1381
NWF Advisory Services
California
$535K +$14.5K +158 +3%
BFG
1382
Berger Financial Group
Minnesota
$535K -$5.87K -64 -1%
RMAM
1383
Raab & Moskowitz Asset Management
New Jersey
$534K -$122K -1,334 -19%
SCG
1384
Sonata Capital Group
Washington
$534K -$91.7K -1,000 -15%
IP
1385
Ignite Planners
California
$533K -$60.2K -642 -10%
PAM
1386
Palisade Asset Management
Minnesota
$531K -$4.86K -53 -0.9%
GS
1387
GTS Securities
New York
$527K +$119K +1,299 +29%
CFG
1388
Copley Financial Group
California
$526K -$32.8K -358 -6%
SPL
1389
Smart Portfolios LLC
Washington
$526K +$20.2K +220 +4%
KSB
1390
Kennebec Savings Bank
Maine
$525K -$17.6K -192 -3%
RIG
1391
RiverFront Investment Group
Virginia
$524K -$30.1K -328 -5%
CT
1392
Chicago Trust
Illinois
$524K -$45.9K -501 -8%
SFA
1393
Souders Financial Advisors
Ohio
$522K +$208K +2,272 +66%
CRI
1394
Colonial River Investments
Virginia
$522K -$4.38K -46 -0.8%
MMM
1395
Mendel Money Management
Illinois
$521K -$121K -1,324 -19%
CWG
1396
Cornerstone Wealth Group
North Carolina
$519K +$30.1K +328 +6%
HWAM
1397
Hennion & Walsh Asset Management
New Jersey
$519K +$32.3K +353 +7%
LCGC
1398
Legacy Capital Group California
California
$519K +$9.26K +101 +2%
AA
1399
Alta Advisers
United Kingdom
$519K – – –
CIA
1400
Choate Investment Advisors
Massachusetts
$518K +$177K +1,927 +52%
54 55
56
57 58