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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
LWM
1726
LJI Wealth Management
Indiana
$294K -$20K -245 -6%
CBT
1727
CoreFirst Bank & Trust
Kansas
$294K -$40.6K -498 -12%
MCCA
1728
Mill Creek Capital Advisors
Pennsylvania
$293K +$28.4K +349 +10%
JMFC
1729
J.M. Forbes & Co
Massachusetts
$292K -$8.14K -100 -3%
TBA
1730
Tower Bridge Advisors
Pennsylvania
$292K -$1.3M -15,935 -81%
GWI
1731
Grace & White Inc
New York
$292K
D
1732
Diversified
Delaware
$292K -$28.3K -347 -8%
HIC
1733
Holderness Investments Company
North Carolina
$292K +$22.8K +280 +8%
PWM
1734
Palumbo Wealth Management
New York
$291K -$377K -4,632 -55%
CW
1735
Channel Wealth
California
$291K -$187K -2,299 -38%
TIA
1736
Tiemann Investment Advisors
California
$290K -$101K -1,240 -25%
QC
1737
Quent Capital
New York
$290K -$54.1K -664 -15%
GFP
1738
Gryphon Financial Partners
Ohio
$290K -$103K -1,260 -25%
CH
1739
Cromwell Holdings
Wyoming
$290K +$303K +3,719 New
WPC
1740
Waters Parkerson & Co
Louisiana
$289K -$12.2K -150 -4%
WH
1741
Willner & Heller
California
$289K -$12.3K -151 -4%
MAG
1742
M3 Advisory Group
Massachusetts
$286K -$59.6K -732 -17%
OP
1743
ORG Partners
Indiana
$286K +$225K +2,757 +292%
6F
1744
626 Financial
Michigan
$285K -$8.55K -105 -3%
ACP
1745
Aviance Capital Partners
Florida
$285K +$4.15K +51 +1%
HBW
1746
Hazlett, Burt & Watson
West Virginia
$285K +$255K +3,132 +590%
AFM
1747
Abbot Financial Management
Massachusetts
$285K
FAT
1748
First American Trust
California
$285K -$50.7K -623 -15%
GSC
1749
G&S Capital
Colorado
$285K -$2.16M -26,496 -87%
APIM
1750
Agate Pass Investment Management
Washington
$285K +$26.6K +326 +10%

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.