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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
TFA
1476
Transamerica Financial Advisors
Florida
$476K
SFS
1477
Stiles Financial Services
Minnesota
$476K -$54.7K -672 -10%
TCM
1478
Triumph Capital Management
Colorado
$473K +$495K +6,079 New
TAM
1479
Titleist Asset Management
Texas
$472K -$479K -5,878 -49%
AAM
1480
Aureus Asset Management
Massachusetts
$471K -$98.4K -1,208 -17%
EFMC
1481
Empire Financial Management Company
New York
$470K
CCWM
1482
Cassaday & Co Wealth Management
Virginia
$469K +$18.7K +230 +4%
BC
1483
Belmont Capital
California
$469K
CWG
1484
Cornerstone Wealth Group
North Carolina
$469K -$2.44K -30 -0.5%
JCFM
1485
JBR Co Financial Management
Oklahoma
$467K -$42.3K -520 -8%
GWM
1486
Gitterman Wealth Management
New Jersey
$466K +$246K +3,023 +102%
GIM
1487
Groesbeck Investment Management
New Jersey
$464K +$94.4K +1,159 +24%
SEIA
1488
Signature Estate & Investment Advisors
California
$463K +$484K +5,948 New
WRPWM
1489
Werba Rubin Papier Wealth Management
California
$463K +$484K +5,946 New
SRC
1490
Shufro Rose & Co
New York
$463K -$15.1M -185,302 -97%
PSP
1491
Principal Street Partners
Tennessee
$463K -$18.2K -224 -4%
MCWA
1492
Meadow Creek Wealth Advisors
Georgia
$462K +$10.2K +125 +2%
HPC
1493
HM Payson & Co
Maine
$462K -$22.2K -272 -4%
WP
1494
WMS Partners
Maryland
$458K -$1.87K -23 -0.4%
FAFN
1495
First Affirmative Financial Network
Colorado
$457K +$65.3K +802 +16%
BIG
1496
Brooklyn Investment Group
New York
$455K
VCG
1497
Vantage Consulting Group
Virginia
$455K +$51.2K +629 +12%
OL
1498
Optas LLC
Texas
$455K -$1.47K -18 -0.3%
IAS
1499
Insigneo Advisory Services
Florida
$454K -$235K -2,885 -32%
ML
1500
McAdam LLC
Pennsylvania
$454K +$170K +2,090 +56%

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.