We are live on ! Find out more
SBUX icon

Starbucks

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
BTC
1401
Bank & Trust Company
Illinois
$549K +$574K +7,047 New
MBT
1402
Montecito Bank & Trust
California
$548K -$42.9K -527 -7%
SWM
1403
Salvus Wealth Management
New Jersey
$548K -$407 -5 -0.1%
GC
1404
Gratus Capital
Georgia
$547K +$188K +2,310 +49%
BC
1405
Broadwater Capital
Massachusetts
$546K -$97.7K -1,200 -15%
HHRDM
1406
H&H Retirement Design & Management
Nevada
$543K +$173K +2,124 +43%
DJSG
1407
D.J. St. Germain
Massachusetts
$543K -$12.7K -156 -2%
MIM
1408
Moseley Investment Management
Florida
$543K -$66.8K -820 -11%
SP
1409
Stonebrook Private
Michigan
$542K -$63.4K -778 -10%
GL
1410
Graypoint LLC
New York
$542K -$237K -2,916 -30%
FC
1411
Financial Council
Maryland
$542K
CWS
1412
Cypress Wealth Services
California
$540K +$69.2K +850 +14%
PAI
1413
Pittenger & Anderson Inc
Nebraska
$537K
OIM
1414
Orca Investment Management
Oregon
$537K -$25.5K -313 -4%
CCM
1415
Cinctive Capital Management
New York
$532K -$378K -4,636 -40%
CAM
1416
Cidel Asset Management
Ontario, Canada
$531K +$53.3K +654 +11%
ACM
1417
Argent Capital Management
Missouri
$530K -$5.05K -62 -0.9%
BA
1418
Birinyi Associates
Connecticut
$529K -$81.4K -1,000 -13%
CSC
1419
Caldwell Sutter Capital
California
$529K -$9.53K -117 -2%
LRIA
1420
Leonard Rickey Investment Advisors
Washington
$528K +$50K +614 +10%
GM
1421
GeoWealth Management
Illinois
$528K -$325K -3,990 -37%
RLIM
1422
Red Lighthouse Investment Management
New York
$528K +$81 +1 +0%
PT
1423
Plimoth Trust
Massachusetts
$527K -$64.7K -794 -11%
LA
1424
LexAurum Advisors
Kansas
$527K +$551K +6,763 New
CPA
1425
Cardiff Park Advisors
California
$526K +$407 +5 +0.1%

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.