We are live on ! Find out more
SBUX icon

Starbucks

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
SCP
1701
Stevens Capital Partners
Nebraska
$309K +$2.36K +29 +0.7%
IP
1702
Investment Partners
Ohio
$308K +$163 +2 +0.1%
AWA
1703
Aaron Wealth Advisors
Illinois
$308K +$32.3K +396 +11%
HRC
1704
Hoertkorn Richard Charles
$308K -$48.9K -600 -13%
EP
1705
EPIQ Partners
Minnesota
$307K +$2.52K +31 +0.8%
S
1706
Sachetta
Massachusetts
$305K -$47.7K -586 -13%
ZB
1707
Zions Bancorporation
Utah
$305K -$654K -8,032 -67%
WCM
1708
Windward Capital Management
California
$304K -$7.71M -94,631 -96%
OC
1709
Oakworth Capital
Alabama
$304K
GFG
1710
Goldstone Financial Group
Illinois
$303K +$317K +3,896 New
HIMC
1711
Heritage Investors Management Corp
Maryland
$303K -$10.3K -126 -3%
LWM
1712
Liberty Wealth Management
California
$303K +$248K +3,042 +68%
GCP
1713
Garda Capital Partners
Minnesota
$303K +$317K +3,891 New
AF
1714
Apexium Financial
Texas
$301K -$8.31K -102 -3%
VC
1715
Veracity Capital
Georgia
$300K -$49.1K -603 -14%
JBA
1716
Johnson Bixby & Associates
Washington
$300K
CGH
1717
CMG Global Holdings
Texas
$300K
PPC
1718
Park Place Capital
Alabama
$299K -$178K -2,181 -36%
CFO
1719
CVA Family Office
Colorado
$297K -$26K -319 -8%
WW
1720
Waterfront Wealth
Kansas
$297K -$2.12K -26 -0.7%
SAM
1721
Secure Asset Management
Michigan
$296K +$18.5K +227 +6%
WC
1722
Wexford Capital
Florida
$296K +$52.7K +647 +21%
IA
1723
IFG Advisors
Missouri
$296K
PPWP
1724
Premier Path Wealth Partners
New Jersey
$296K -$141K -1,734 -31%
IIC
1725
Integrated Investment Consultants
Michigan
$295K

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.