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Starbucks
SBUX

Overview Fund Activity

2,372 hedge funds and large institutions have $88.9B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 847 increasing their positions, 1,050 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32.22%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
203
Increased
847
Reduced
1,050
Closed
159
Calls
$3.21B
Puts
$2.37B
Net Calls
+$842M
Net Calls Change
-$134M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$2.92B
2
Capital World Investors
Capital World Investors
California
+$1.92B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$873M
4
Jennison Associates
Jennison Associates
New York
+$818M
5
Polen Capital Management
Polen Capital Management
Florida
+$504M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$488M
2
Citadel Advisors
Citadel Advisors
Florida
-$482M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$423M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$330M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1376
Gitterman Wealth Management
New Jersey
$585K +$353K +3,598 +152%
FAG
1377
Fortitude Advisory Group
Washington
$582K -$70.3K -870 -11%
PPWP
1378
Premier Path Wealth Partners
New Jersey
$581K +$105K +1,069 +22%
KSB
1379
Kennebec Savings Bank
Maine
$581K -$8.04K -82 -1%
CT
1380
Clearstead Trust
Maine
$579K -$98 -1 -0%
MIM
1381
Moseley Investment Management
Florida
$579K -$14.2K -145 -2%
BFG
1382
Berger Financial Group
Minnesota
$578K -$19.9K -203 -3%
CWP
1383
Core Wealth Partners
California
$577K +$981 +10 +0.2%
BC
1384
Belmont Capital
California
$577K – – –
HCP
1385
Holt Capital Partners
Texas
$575K +$30.9K +315 +6%
WG
1386
Welch Group
Alabama
$575K +$1.08K +11 +0.2%
CCWM
1387
Cassaday & Co Wealth Management
Virginia
$573K -$5.1K -52 -0.9%
PAM
1388
Palisade Asset Management
Minnesota
$573K +$1.77K +18 +0.3%
NCFG
1389
New Century Financial Group
New Jersey
$572K -$47.1K -480 -8%
JIM
1390
Jensen Investment Management
Oregon
$571K -$2.39M -24,398 -81%
PHS
1391
Pekin Hardy Strauss
Illinois
$569K -$54.7K -558 -9%
EB
1392
Emprise Bank
Kansas
$569K -$49.9K -509 -8%
AB
1393
Atlas Brown
Kentucky
$567K +$12K +122 +2%
WPA
1394
West Paces Advisors
Georgia
$567K -$381K -3,880 -40%
CP
1395
CenterBook Partners
Connecticut
$567K -$1.09M -11,097 -66%
MCM
1396
Mendel Capital Management
Arkansas
$565K +$3.63K +37 +0.6%
DFCM
1397
Dark Forest Capital Management
Puerto Rico
$563K +$563K +5,742 New
NWAG
1398
Net Worth Advisory Group
Utah
$561K +$561K +5,724 New
CHJWM
1399
Carlton Hofferkamp & Jenks Wealth Management
Texas
$561K – – –
SAI
1400
Savvy Advisors Inc
New York
$560K +$121K +1,237 +28%
54 55
56
57 58