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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
BOPW
1601
Brandywine Oak Private Wealth
Pennsylvania
$366K -$16.8K -206 -4%
TCM
1602
Twin Capital Management
Pennsylvania
$366K -$300K -3,678 -44%
ST
1603
Somerset Trust
Pennsylvania
$365K +$34.6K +425 +10%
CFA
1604
CWS Financial Advisors
Michigan
$365K +$3.67K +45 +1%
WHG
1605
Westwood Holdings Group
Texas
$364K -$17.8M -218,021 -98%
SIC
1606
Salem Investment Counselors
North Carolina
$362K -$174K -2,138 -31%
AB
1607
Atlas Brown
Kentucky
$361K +$90.1K +1,106 +31%
FCAS
1608
First Command Advisory Services
Texas
$361K -$105K -1,287 -22%
AF
1609
Aldebaran Financial
$361K -$27.4K -337 -7%
LC
1610
Lavaca Capital
Texas
$360K +$20.8K +255 +6%
CM
1611
Castleark Management
Illinois
$360K
SCM
1612
Soros Capital Management
New York
$358K +$375K +4,604 New
TWP
1613
Tempus Wealth Planning
California
$358K +$127K +1,565 +52%
GCP
1614
Gill Capital Partners
Colorado
$358K -$1.14K -14 -0.3%
TWA
1615
TCI Wealth Advisors
Arizona
$358K +$1.71K +21 +0.5%
SXL
1616
Summit X LLC
Missouri
$358K -$211K -2,594 -36%
CP
1617
Creekside Partners
California
$357K +$374K +4,592 New
NFC
1618
Northeast Financial Consultants
Connecticut
$357K +$163 +2 +0%
HCP
1619
Holt Capital Partners
Texas
$354K
JGC
1620
J. Goldman & Co
New York
$354K +$370K +4,546 New
MKA
1621
M. Kulyk & Associates
Georgia
$354K -$30.7K -377 -8%
NC
1622
Napatree Capital
Rhode Island
$352K -$216K -2,652 -37%
WW
1623
Westshore Wealth
California
$352K -$19.4K -238 -5%
EA
1624
Everpar Advisors
Oklahoma
$352K +$38.4K +472 +12%
HCM
1625
Hall Capital Management
Rhode Island
$350K -$23.5K -288 -6%

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.