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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
KWM
1526
Keebeck Wealth Management
Illinois
$424K -$66K -811 -13%
JSW
1527
Journey Strategic Wealth
New Jersey
$424K +$443K +5,445 New
FMLI
1528
Fukoku Mutual Life Insurance
Japan
$424K
CAL
1529
Capital Advisors Ltd
Ohio
$422K +$118K +1,443 +36%
CWM
1530
Cornerstone Wealth Management
Missouri
$422K +$43.4K +533 +11%
HGWM
1531
Horst & Graben Wealth Management
Oregon
$422K -$163 -2 -0%
IP
1532
Ignite Planners
California
$421K +$163 +2 +0%
LCS
1533
Levin Capital Strategies
New York
$420K
PWP
1534
Private Wealth Partners
California
$420K +$16.3K +200 +4%
AF
1535
Aviso Financial
Ontario, Canada
$419K +$438K +5,378 New
MWM
1536
Modern Wealth Management
Kansas
$419K +$35.3K +433 +9%
SMH
1537
Sanders Morris Harris
Texas
$418K
UAG
1538
United Advisor Group
Ohio
$417K +$51.6K +634 +13%
KAM
1539
Knightsbridge Asset Management
California
$414K +$3.83K +47 +0.9%
GWANC
1540
Guardian Wealth Advisors (North Carolina)
North Carolina
$413K +$12.8K +157 +3%
KTM
1541
Keeler Thomas Management
Utah
$412K +$228K +2,796 +124%
SPL
1542
Smart Portfolios LLC
Washington
$412K +$32.3K +397 +8%
MCM
1543
Mendel Capital Management
Arkansas
$412K -$6.51K -80 -1%
LSPW
1544
Lake Street Private Wealth
Illinois
$412K -$2.86M -35,132 -87%
RVPG
1545
Relative Value Partners Group
$412K -$1.8M -22,087 -81%
TSWM
1546
Triangle Securities Wealth Management
North Carolina
$411K +$4.97K +61 +1%
LJAC
1547
L.J. Altfest & Co
New York
$410K -$34.4K -422 -7%
TNA
1548
True North Advisors
Texas
$409K +$428K +5,252 New
YIA
1549
YHB Investment Advisors
Connecticut
$408K -$179K -2,204 -30%
TCWA
1550
Turtle Creek Wealth Advisors
Texas
$408K -$27.2K -334 -6%

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.