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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 %
MHR
1601
Matthew Hamilton Rosenberg
$363K +$55.9K +610 +18%
SMC
1602
Smith, Moore & Co
Missouri
$363K -$8.52K -93 -2%
WI
1603
WrapManager Inc
California
$362K +$30.7K +335 +9%
LWM
1604
Liberty Wealth Management
California
$362K -$12.3K -134 -3%
CB
1605
CNB Bank
Pennsylvania
$361K -$89.2K -974 -20%
CGH
1606
CMG Global Holdings
Texas
$361K – – –
SFS
1607
Stiles Financial Services
Minnesota
$360K -$83.2K -908 -19%
MIC
1608
Meridian Investment Counsel
California
$359K -$64.8K -707 -15%
CP
1609
Castleview Partners
Texas
$359K +$171K +1,866 +91%
HCM
1610
Hall Capital Management
Rhode Island
$358K -$275 -3 -0.1%
GSC
1611
G&S Capital
Colorado
$357K -$6.69K -73 -2%
JMFC
1612
J.M. Forbes & Co
Massachusetts
$356K -$7.79K -85 -2%
ZIG
1613
Zullo Investment Group
Pennsylvania
$356K +$2.47K +27 +0.7%
CCA
1614
Cobblestone Capital Advisors
New York
$355K – – –
SAM
1615
Synergy Asset Management
Washington
$353K -$11.8K -129 -3%
DTC
1616
Davidson Trust Company
Washington
$353K -$101K -1,104 -22%
MK
1617
MASTERINVEST Kapitalanlage
$352K +$352K +3,842 New
BA
1618
Ballast Advisors
Minnesota
$352K -$3.48K -38 -1%
BBW
1619
Blue Barn Wealth
Utah
$352K +$110K +1,196 +45%
BIG
1620
Brookwood Investment Group
Arizona
$351K -$122K -1,335 -26%
PA
1621
Promethium Advisors
Maryland
$351K – – –
WH
1622
Willner & Heller
California
$350K -$4.86K -53 -1%
HWM
1623
HRC Wealth Management
Idaho
$350K +$641 +7 +0.2%
RSF
1624
Rik Saylor Financial
Ohio
$350K +$1.01K +11 +0.3%
AR
1625
Apeiron RIA
Texas
$350K +$36.6K +399 +12%
63 64
65
66 67