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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
VCM
1626
Viewpoint Capital Management
Washington
$350K +$12.2K +150 +3%
PCI
1627
Planning Center Inc
Illinois
$349K +$652 +8 +0.2%
FWM
1628
Forza Wealth Management
Florida
$349K
SC
1629
Sapient Capital
Indiana
$348K -$9.16M -112,426 -96%
SFS
1630
Symphony Financial Services
Ohio
$348K +$380K +4,670 New
AWM
1631
Aberdeen Wealth Management
Illinois
$348K +$244 +3 +0.1%
DC
1632
DeDora Capital
California
$348K -$6.35K -78 -2%
JLBC
1633
J.L. Bainbridge & Co
Florida
$348K -$56.4K -692 -13%
NAS
1634
NWF Advisory Services
California
$347K -$23.3K -286 -6%
DWM
1635
Dorchester Wealth Management
Quebec, Canada
$347K -$48.9K -600 -12%
CWP
1636
Core Wealth Partners
California
$346K +$36.2K +445 +11%
HCMG
1637
Howard Capital Management Group
California
$346K
SEA
1638
Stegent Equity Advisors
Texas
$346K -$38.1K -468 -10%
CAP
1639
Columbia Advisory Partners
Washington
$346K -$46K -565 -11%
DWM
1640
Dechtman Wealth Management
Colorado
$345K +$2.61K +32 +0.7%
PFP
1641
Paragon Financial Partners
California
$344K +$81 +1 +0%
NED
1642
Nancy E. Dempze
$343K +$359K +4,410 New
AIM
1643
Acropolis Investment Management
Missouri
$343K +$4.72K +58 +1%
ECM
1644
Ensemble Capital Management
California
$342K -$204K -2,500 -36%
VBCG
1645
Valley Brook Capital Group
Pennsylvania
$341K -$8.14K -100 -2%
ANTB
1646
AMG National Trust Bank
Colorado
$341K -$66.5K -817 -16%
FNWA
1647
Financial Network Wealth Advisors
Utah
$339K +$977 +12 +0.3%
NCMW
1648
Northern Capital Management (Washington)
Washington
$339K
RFN
1649
RDA Financial Network
Iowa
$337K -$82.9K -1,018 -19%
BA
1650
Ballast Advisors
Minnesota
$336K -$80.5K -989 -19%

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.