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Starbucks
SBUX

Overview Fund Activity

2,303 hedge funds and large institutions have $87.4B invested in Starbucks in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 848 increasing their positions, 1,016 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,303
Holders Change
-69
Holders Change %
-2.91%
% of All Funds
30.86%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.21%
New
158
Increased
848
Reduced
1,016
Closed
184
Calls
$2.78B
Puts
$2.48B
Net Calls
+$292M
Net Calls Change
-$550M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$3.78B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$486M
4
Polen Capital Management
Polen Capital Management
Florida
+$416M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$329M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$822M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$307M
4
Jennison Associates
Jennison Associates
New York
-$259M
5
Morgan Stanley
Morgan Stanley
New York
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMA
1751
Cedar Mountain Advisors
Oregon
$293K +$1.65K +18 +0.6%
KFI
1752
Key Financial Inc
Pennsylvania
$292K -$13.7K -150 -4%
GCA
1753
Gradient Capital Advisors
California
$292K -$3.12K -34 -1%
BHBT
1754
Burke & Herbert Bank & Trust
Virginia
$292K – – –
LWM
1755
LJI Wealth Management
Indiana
$291K – – –
WDG
1756
Wealth Dimensions Group
Ohio
$291K +$92 +1 +0%
BIM
1757
Bridges Investment Management
Nebraska
$290K -$37.6K -410 -11%
TC
1758
Tacita Capital
Ontario, Canada
$290K – – –
KA
1759
KLCM Advisors
Wisconsin
$290K -$4.76K -52 -2%
MFA
1760
Mayflower Financial Advisors
Massachusetts
$290K -$5.31K -58 -2%
FHA
1761
Flagship Harbor Advisors
Massachusetts
$290K +$8.89K +97 +3%
SB
1762
Strategic Blueprint
Georgia
$289K +$7.06K +77 +3%
RLH
1763
RD Lewis Holdings
Florida
$289K -$20.9K -230 -7%
LCM
1764
LCM Capital Management
Illinois
$288K +$5.04K +55 +2%
DLCIG
1765
D.L. Carlson Investment Group
New Hampshire
$288K -$2.75K -30 -0.9%
FFBTD
1766
First Financial Bank - Trust Division
Ohio
$288K -$10.5K -115 -4%
FTUS
1767
Flow Traders U.S.
New York
$288K +$288K +3,148 New
LIM
1768
Leavell Investment Management
Alabama
$288K -$14.6K -159 -5%
PSIWM
1769
Paradigm Strategies in Wealth Management
Minnesota
$288K – – –
PW
1770
PUREfi Wealth
Massachusetts
$286K +$286K +3,126 New
LPAM
1771
Lodestar Private Asset Management
California
$285K -$80.1K -874 -22%
SCA
1772
Scott Capital Advisors
Oregon
$284K – – –
SCP
1773
Stevens Capital Partners
Nebraska
$283K +$283K +3,180 New
NFSG
1774
Newbridge Financial Services Group
Florida
$282K -$659K -7,192 -70%
LWL
1775
Leo Wealth LLC
Texas
$282K +$282K +3,079 New
69 70
71
72 73