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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 %
GDP
1426
Great Diamond Partners
Maine
$495K -$8.52K -93 -2%
SSWM
1427
Sheets Smith Wealth Management
North Carolina
$493K +$458 +5 +0.1%
CCP
1428
Cushing Capital Partners
Wisconsin
$493K -$74.2K -810 -13%
FCAS
1429
First Command Advisory Services
Texas
$492K +$24.8K +271 +5%
VIM
1430
Vinva Investment Management
Australia
$491K -$700K -7,603 -59%
TBA
1431
Tower Bridge Advisors
Pennsylvania
$491K – – –
BEAM
1432
Baker Ellis Asset Management
Washington
$491K -$22.9K -250 -4%
HCM
1433
Hengehold Capital Management
Ohio
$488K +$24.2K +264 +5%
PPWP
1434
Premier Path Wealth Partners
New Jersey
$485K -$57.7K -630 -11%
SEEDPG
1435
S.E.E.D. Planning Group
New York
$485K -$25K -273 -5%
BAWM
1436
Bennett Associates Wealth Management
Pennsylvania
$485K +$80.5K +878 +20%
CA
1437
Continuum Advisory
Idaho
$483K -$232K -2,536 -32%
GI
1438
GAMCO Investors
Connecticut
$479K +$230K +2,515 +93%
ST
1439
Spinnaker Trust
Maine
$479K -$9.16K -100 -2%
AGWCA
1440
Annis Gardner Whiting Capital Advisors
Florida
$478K +$72.3K +789 +18%
NFA
1441
Northern Financial Advisors
Michigan
$476K -$11.7K -128 -2%
ACG
1442
Allen Capital Group
Nebraska
$476K -$119K -1,300 -20%
HWA
1443
Heritage Wealth Advisors
Virginia
$476K +$92 +1 +0%
4WM
1444
49 Wealth Management
Texas
$476K -$3.67K -40 -0.8%
BFIM
1445
Beese Fulmer Investment Management
Ohio
$475K +$1.47K +16 +0.3%
AWAP
1446
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$474K +$9.9K +108 +2%
SOS
1447
Silver Oak Securities
Tennessee
$473K -$7.24K -79 -2%
ESB
1448
Essex Savings Bank
Connecticut
$471K -$103K -1,120 -18%
TGAM
1449
TBH Global Asset Management
Tennessee
$471K -$26.9K -294 -5%
SAM
1450
Strategy Asset Managers
California
$471K -$43K -469 -8%
56 57
58
59 60