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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
SAM
1426
Sompo Asset Management
Japan
$526K +$28.5K +350 +5%
SWA
1427
Stratos Wealth Advisors
Ohio
$526K -$60.2K -739 -10%
GC
1428
GFG Capital
Florida
$523K +$1.55K +19 +0.3%
OCG
1429
Opus Capital Group
Ohio
$523K -$52.2K -641 -9%
PP
1430
PDS Planning
Ohio
$522K +$27.7K +340 +5%
PFBT
1431
Parkside Financial Bank & Trust
Missouri
$522K -$22.2K -273 -4%
IWA
1432
IVC Wealth Advisors
Pennsylvania
$521K -$688K -8,442 -56%
AC
1433
Apella Capital
Connecticut
$521K +$19.5K +240 +3%
VCM
1434
Virtue Capital Management
Tennessee
$519K +$34.4K +422 +7%
IAIM
1435
International Assets Investment Management
Florida
$518K -$132K -1,623 -20%
CCFM
1436
Clear Creek Financial Management
Washington
$517K +$90.8K +1,115 +20%
EWA
1437
Encompass Wealth Advisors
Oregon
$515K +$4.64K +57 +0.9%
XT
1438
XTX Topco
Cayman Islands
$515K -$19.6K -241 -4%
PCM
1439
PenderFund Capital Management
British Columbia, Canada
$514K -$187K -2,300 -32%
BCM
1440
Blume Capital Management
California
$514K +$81 +1 +0%
BFG
1441
Berger Financial Group
Minnesota
$514K -$7.33K -90 -1%
DP
1442
DDD Partners
Washington
$513K -$23.8K -292 -4%
DS
1443
DRW Securities
Illinois
$513K +$92K +1,130 +21%
NERM
1444
New England Research & Management
Illinois
$513K -$25.7K -316 -5%
PIA
1445
Perennial Investment Advisors
California
$512K -$18.5K -227 -3%
TF
1446
Trek Financial
Arizona
$509K +$139K +1,708 +35%
ISL
1447
Ingalls & Snyder LLC
New York
$509K
MCCP
1448
Mission Creek Capital Partners
California
$508K -$487K -5,984 -48%
BWM
1449
Blossom Wealth Management
California
$507K +$5.21K +64 +1%
GPA
1450
Garrison Point Advisors
California
$505K

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.