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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
HCM
1576
Hengehold Capital Management
Ohio
$386K +$33.7K +414 +9%
WFA
1577
Wellspring Financial Advisors
Ohio
$384K -$36.7K -451 -8%
FFBTD
1578
First Financial Bank - Trust Division
Ohio
$384K -$15.3K -188 -4%
FNT
1579
First Nebraska Trust
Nebraska
$383K +$212K +2,600 +112%
RDWM
1580
Red Door Wealth Management
Tennessee
$383K +$9.28K +114 +2%
USCWA
1581
U.S. Capital Wealth Advisors
Texas
$382K -$2.2K -27 -0.5%
SAI
1582
Savvy Advisors Inc
New York
$382K +$155K +1,900 +63%
DI
1583
Diligent Investors
California
$382K +$15.1K +185 +4%
FA
1584
Faithward Advisors
Pennsylvania
$381K +$17.8K +219 +5%
PMSA
1585
Patrick M. Sweeney & Associates
Illinois
$380K -$1.63K -20 -0.4%
FCG
1586
Fielder Capital Group
Tennessee
$380K -$7.82K -96 -2%
CWM
1587
Connecticut Wealth Management
Connecticut
$379K +$74K +909 +23%
4WM
1588
49 Wealth Management
Texas
$379K -$3.26K -40 -0.8%
EFL
1589
ERn Financial LLC
Wisconsin
$376K +$26.2K +322 +7%
PJSIMP
1590
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K -$26.8K -329 -6%
ZIG
1591
Zullo Investment Group
Pennsylvania
$375K -$2.52K -31 -0.6%
PWA
1592
Prairie Wealth Advisors
Nebraska
$375K -$14.3K -176 -4%
FNT
1593
First National Trust
Pennsylvania
$373K -$44.6K -548 -10%
AL
1594
Aspiriant LLC
California
$373K -$60.9K -748 -14%
WG
1595
Welch Group
Alabama
$371K -$18.3K -225 -5%
BEC
1596
Blue Edge Capital
Virginia
$369K
PWPS
1597
Pinnacle Wealth Planning Services
Ohio
$368K -$55.4K -680 -13%
CCP
1598
Clarity Capital Partners
California
$368K -$592K -7,270 -61%
SEP
1599
Southland Equity Partners
Missouri
$368K +$97.2K +1,193 +34%
SCM
1600
Semanteon Capital Management
Massachusetts
$367K +$384K +4,709 New

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.