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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 %
SA
1526
Sovran Advisors
California
$412K -$164K -1,723 -28%
APP
1527
Avantax Planning Partners
Iowa
$411K -$19.9K -217 -5%
LJAC
1528
L.J. Altfest & Co
New York
$411K +$9.9K +108 +2%
AWM
1529
Aberdeen Wealth Management
Illinois
$411K +$367 +4 +0.1%
FWM
1530
Forza Wealth Management
Florida
$410K – – –
AF
1531
Arrow Financial
New York
$409K -$11.6K -127 -3%
WIM
1532
WealthPlan Investment Management
Nebraska
$409K +$14.2K +155 +4%
EL
1533
Essex LLC
Illinois
$408K -$2.7M -29,494 -87%
AWM
1534
Accurate Wealth Management
Florida
$407K +$81.1K +852 +25%
KA
1535
Klingman & Associates
New York
$406K -$7.42K -81 -2%
KIG
1536
Kessler Investment Group
Indiana
$406K -$16.7K -182 -4%
PWP
1537
Private Wealth Partners
California
$406K -$95.7K -1,044 -19%
ICP
1538
Impact Capital Partners
Colorado
$405K -$57.1K -623 -12%
MKA
1539
M. Kulyk & Associates
Georgia
$404K -$41.6K -454 -9%
CPA
1540
Cardiff Park Advisors
California
$402K -$168K -1,833 -29%
LSPW
1541
Lake Street Private Wealth
Illinois
$401K +$6.87K +75 +2%
BFA
1542
Beaumont Financial Advisors
Massachusetts
$401K -$8.06K -88 -2%
LWM
1543
Lakeridge Wealth Management
Ohio
$400K +$2.02K +22 +0.5%
RS
1544
Retirement Solution
Washington
$400K -$2.3M -25,098 -85%
PFP
1545
Paragon Financial Partners
California
$399K +$92 +1 +0%
ACP
1546
Aviance Capital Partners
Florida
$397K – – –
IA
1547
IFG Advisors
Missouri
$396K +$46.3K +505 +13%
SWM
1548
SilverOak Wealth Management
Minnesota
$396K +$23.9K +261 +6%
SCM
1549
SCS Capital Management
Massachusetts
$396K -$43.1K -470 -10%
XF
1550
XML Financial
Maryland
$394K -$40.6K -443 -9%
60 61
62
63 64