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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
ACG
1551
Allen Capital Group
Nebraska
$406K +$19.3K +237 +5%
MSFS
1552
Main Street Financial Solutions
Pennsylvania
$406K +$38K +467 +10%
WIM
1553
WealthPlan Investment Management
Nebraska
$405K -$81.5K -1,001 -16%
SM
1554
Sweeney & Michel
California
$404K -$101K -1,237 -18%
SCM
1555
Stordahl Capital Management
Colorado
$404K -$7.57K -93 -2%
SW
1556
SkyOak Wealth
Michigan
$404K +$422K +5,184 New
CAI
1557
Capital Advisors Inc
Oklahoma
$403K +$34.4K +423 +9%
AW
1558
Alaethes Wealth
Nevada
$403K -$18.2K -224 -4%
FHA
1559
Flagship Harbor Advisors
Massachusetts
$403K +$21.3K +262 +5%
TFGT
1560
TS Financial Group (TSFG)
Illinois
$402K -$9.61K -118 -2%
WP
1561
Westmount Partners
California
$399K +$3.42K +42 +0.8%
DAM
1562
Doheny Asset Management
California
$394K -$319K -3,922 -44%
RFA
1563
ROI Financial Advisors
Oregon
$393K -$40.8K -501 -9%
SCG
1564
Sonata Capital Group
Washington
$393K
BAWM
1565
Bennett Associates Wealth Management
Pennsylvania
$393K +$411K +5,046 New
SP
1566
Symmetry Partners
Connecticut
$391K -$40.2K -494 -9%
SFS
1567
Sharp Financial Services
Pennsylvania
$388K -$93.3K -1,145 -19%
QI
1568
Qtron Investments
Massachusetts
$388K -$135K -1,654 -25%
NHC
1569
Nicholas Hoffman & Company
Georgia
$388K -$14.8K -182 -4%
SMC
1570
Smith, Moore & Co
Missouri
$388K -$49.9K -613 -11%
SPWG
1571
Sage Private Wealth Group
Illinois
$387K -$27.3K -335 -6%
NPA
1572
Nichols & Pratt Advisers
Massachusetts
$387K -$32.6K -400 -7%
RW
1573
Rede Wealth
Virginia
$386K -$73.2K -899 -15%
MIC
1574
Meridian Investment Counsel
California
$386K +$570 +7 +0.1%
AWAP
1575
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$386K +$39.2K +481 +11%

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.