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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
APA
1451
Astoria Portfolio Advisors
New York
$504K +$6.84K +84 +1%
CFSG
1452
Community Financial Services Group
Vermont
$503K -$280K -3,435 -35%
NS
1453
NBC Securities
Alabama
$503K -$2.16M -26,503 -80%
PFWA
1454
Paces Ferry Wealth Advisors
Georgia
$503K -$128K -1,567 -20%
RIA
1455
Realta Investment Advisors
Delaware
$502K +$31.4K +386 +6%
OIA
1456
Optimum Investment Advisors
Illinois
$499K -$11.5K -141 -2%
PF
1457
Parker Financial
Washington
$499K -$9.77K -120 -2%
FPWM
1458
FSB Premier Wealth Management
Iowa
$498K +$59.5K +730 +13%
SPA
1459
Sherbrooke Park Advisers
New York
$495K -$994K -12,210 -66%
MG
1460
Marex Group
$495K -$12.6M -155,219 -96%
AC
1461
Avestar Capital
New York
$495K -$71K -872 -12%
AWAU
1462
Alliance Wealth Advisors (Utah)
Utah
$489K +$24K +295 +5%
SAM
1463
Strategy Asset Managers
California
$488K -$109K -1,344 -21%
CSB
1464
City State Bank
Iowa
$488K -$4.07K -50 -0.8%
EFA
1465
Evernest Financial Advisors
Indiana
$488K -$19.8K -243 -4%
ACMA
1466
Arbor Capital Management (Alaska)
Alaska
$486K -$8.14K -100 -2%
MCM
1467
Marathon Capital Management
Maryland
$486K -$6.11K -75 -1%
FC
1468
Forte Capital
New York
$485K -$111K -1,369 -18%
HDIM
1469
Hanson & Doremus Investment Management
Vermont
$485K -$513K -6,294 -50%
SC
1470
Slow Capital
California
$485K -$2.63M -32,273 -84%
PWM
1471
Proathlete Wealth Management
Florida
$485K -$12.8K -157 -2%
TA
1472
TFG Advisers
Michigan
$484K -$22.2K -272 -4%
TC
1473
Trust Company
Kansas
$483K -$179K -2,193 -26%
GIA
1474
GHP Investment Advisors
Colorado
$477K -$37.1K -456 -7%
CT
1475
Caldwell Trust
Florida
$477K -$725K -8,901 -59%

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.