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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
KW
1601
KWB Wealth
California
$447K -$27K -273 -6%
RDWM
1602
Red Door Wealth Management
Tennessee
$447K +$2.65K +29 +0.6%
KAM
1603
Knightsbridge Asset Management
California
$446K +$5.48K +60 +1%
CAP
1604
Columbia Advisory Partners
Washington
$444K +$9.95K +109 +2%
MCM
1605
Monument Capital Management
Virginia
$443K +$6.21K +68 +1%
MSR
1606
Main Street Research
Connecticut
$443K -$88.8K -973 -17%
DC
1607
DeDora Capital
California
$443K -$8.49K -93 -2%
ESB
1608
Essex Savings Bank
Connecticut
$441K +$134K +1,464 +44%
TAM
1609
Tucker Asset Management
Colorado
$441K +$167K +1,835 +61%
KP
1610
Keel Point
Alabama
$440K -$1.64K -18 -0.4%
HI
1611
Human Investing
Oregon
$440K +$48.6K +532 +12%
WW
1612
Westshore Wealth
California
$439K -$1.37K -15 -0.3%
VC
1613
Veracity Capital
Georgia
$438K -$678K -7,433 -61%
PFP
1614
Paragon Financial Partners
California
$437K +$91 +1 +0%
AWM
1615
Ameliora Wealth Management
Switzerland
$435K
SFG
1616
Sovereign Financial Group
Connecticut
$435K -$11.3K -124 -3%
AWM
1617
Aberdeen Wealth Management
Illinois
$435K +$274 +3 +0.1%
FWM
1618
Forza Wealth Management
Florida
$434K
PMFA
1619
Plante Moran Financial Advisors
Michigan
$434K +$57.2K +627 +15%
AIM
1620
Acropolis Investment Management
Missouri
$434K +$11K +121 +3%
LRIA
1621
Leonard Rickey Investment Advisors
Washington
$433K -$2.65K -29 -0.6%
CAM
1622
Cozad Asset Management
Illinois
$431K -$49K -537 -10%
GIM
1623
Groesbeck Investment Management
New Jersey
$431K +$57.7K +633 +15%
KWM
1624
Kolinsky Wealth Management
New Jersey
$426K -$4.47K -49 -1%
LWM
1625
Liberty Wealth Management
California
$426K -$17.4K -191 -4%