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Starbucks

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
1601
Paragon Financial Partners
California
$474K -$2.58K -26 -0.5%
KW
1602
KWB Wealth
California
$474K +$474K +4,786 New
MCM
1603
Monument Capital Management
Virginia
$474K -$7.93K -80 -2%
LRIA
1604
Leonard Rickey Investment Advisors
Washington
$473K +$1.59K +16 +0.3%
AWM
1605
Ameliora Wealth Management
Switzerland
$473K -$386K -3,892 -45%
CAP
1606
Columbia Advisory Partners
Washington
$472K +$991 +10 +0.2%
AWM
1607
Aberdeen Wealth Management
Illinois
$472K +$198 +2 +0%
FWM
1608
Forza Wealth Management
Florida
$471K -$57.5K -580 -11%
AL
1609
Aspiriant LLC
California
$469K +$693 +7 +0.1%
ILI
1610
Invesco LLC (Illinois)
Illinois
$469K +$469K +4,731 New
CWA
1611
Clarus Wealth Advisors
Arizona
$467K +$47.5K +495 +11%
TIP
1612
Torray Investment Partners
Maryland
$467K
KWM
1613
Kolinsky Wealth Management
New Jersey
$466K -$42.7K -433 -8%
MCM
1614
Mendel Capital Management
Arkansas
$465K +$95.2K +961 +26%
NFC
1615
Northeast Financial Consultants
Connecticut
$464K +$198 +2 +0%
ODG
1616
O'Dell Group
Ohio
$464K -$6.44K -65 -1%
GS
1617
Gagnon Securities
New York
$464K -$594 -6 -0.1%
SFG
1618
StrategIQ Financial Group
Indiana
$463K +$23.6K +238 +5%
TWA
1619
TCI Wealth Advisors
Arizona
$462K +$4.46K +45 +1%
GCP
1620
Gill Capital Partners
Colorado
$462K -$14.7K -148 -3%
REMPR
1621
Roof Eidam Maycock Peralta (REMP)
California
$461K
AIM
1622
Acropolis Investment Management
Missouri
$459K
CA
1623
Cornerstone Advisory
Maryland
$458K +$15.9K +160 +4%
CM
1624
Castleark Management
Illinois
$458K
WA
1625
Waverly Advisors
Alabama
$457K +$8.32K +84 +2%