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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
LCM
1776
LCM Capital Management
Illinois
$275K +$5.86K +72 +2%
DA
1777
Dover Advisors
Virginia
$274K +$24.1K +296 +9%
MPW
1778
Monterey Private Wealth
California
$274K +$34.4K +423 +14%
AWP
1779
Ascent Wealth Partners
New York
$274K -$2.65M -32,480 -90%
LWM
1780
LongView Wealth Management
Georgia
$274K -$51.5K -632 -15%
APW
1781
Axim Planning & Wealth
Ohio
$273K +$39.3K +482 +16%
WIA
1782
World Investment Advisors
California
$272K +$284K +3,493 New
RWA
1783
Redhawk Wealth Advisors
Minnesota
$272K +$18.8K +231 +7%
BCA
1784
Bay Colony Advisors
Massachusetts
$271K -$43.9K -539 -13%
TWM
1785
Tanager Wealth Management
United Kingdom
$271K +$6.51K +80 +2%
DOA
1786
D'Orazio & Associates
Virginia
$269K -$66.5K -817 -19%
OFG
1787
Omega Financial Group
California
$269K -$3.34K -41 -1%
OKSA
1788
O'Keefe Stevens Advisory
New York
$269K +$92.2K +1,132 +49%
AFA
1789
American Financial Advisors
Georgia
$269K +$11.2K +138 +4%
ATC
1790
Adirondack Trust Company
New York
$269K -$407 -5 -0.1%
RWI
1791
Red Wave Investments
Pennsylvania
$268K +$896 +11 +0.3%
DLCIG
1792
D.L. Carlson Investment Group
New Hampshire
$268K -$60.4K -742 -18%
FBT
1793
First Bank & Trust
South Dakota
$268K
MYLI
1794
Meiji Yasuda Life Insurance
Japan
$268K -$293K -3,600 -51%
TFA
1795
Tranquilli Financial Advisor
New Jersey
$267K +$52.1K +640 +23%
LIM
1796
Leavell Investment Management
Alabama
$267K -$64.3K -790 -19%
AFP
1797
Ausdal Financial Partners
Iowa
$267K -$14.3K -176 -5%
SCP
1798
Sivia Capital Partners
California
$266K +$9.61K +118 +4%
SWA
1799
SOA Wealth Advisors
New York
$266K -$21.7K -267 -7%
PFSC
1800
Peoples Financial Services Corp
Pennsylvania
$265K

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.