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Starbucks
SBUX

Overview Fund Activity

2,372 hedge funds and large institutions have $88.9B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 847 increasing their positions, 1,050 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32.22%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
203
Increased
847
Reduced
1,050
Closed
159
Calls
$3.21B
Puts
$2.37B
Net Calls
+$842M
Net Calls Change
-$134M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$2.92B
2
Capital World Investors
Capital World Investors
California
+$1.92B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$873M
4
Jennison Associates
Jennison Associates
New York
+$818M
5
Polen Capital Management
Polen Capital Management
Florida
+$504M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$488M
2
Citadel Advisors
Citadel Advisors
Florida
-$482M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$423M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$330M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1776
Tolleson Wealth Management
Texas
$314K -$205K -2,089 -39%
CCM
1777
Crew Capital Management
Ohio
$313K +$10.1K +103 +3%
BHBT
1778
Burke & Herbert Bank & Trust
Virginia
$312K – – –
GSWA
1779
Good Steward Wealth Advisors
Tennessee
$312K +$312K +3,183 New
CMA
1780
Cedar Mountain Advisors
Oregon
$312K +$10.8K +110 +4%
DLCIG
1781
D.L. Carlson Investment Group
New Hampshire
$312K -$12.6K -128 -4%
LWM
1782
LJI Wealth Management
Indiana
$311K -$9.81K -100 -3%
WDG
1783
Wealth Dimensions Group
Ohio
$311K +$42.2K +430 +16%
SIC
1784
SFE Investment Counsel
California
$311K -$46.6K -475 -13%
BCA
1785
Bay Colony Advisors
Massachusetts
$311K -$9.38K -96 -3%
TC
1786
Tacita Capital
Ontario, Canada
$311K – – –
EAM
1787
Evanson Asset Management
California
$310K +$196 +2 +0.1%
ILI
1788
Invesco LLC (Illinois)
Illinois
$309K -$580K -5,908 -65%
SAM
1789
Sherman Asset Management
California
$308K -$785 -8 -0.3%
CCM
1790
Cloud Capital Management
Washington
$308K +$308K +3,151 New
PSIWM
1791
Paradigm Strategies in Wealth Management
Minnesota
$308K – – –
AF
1792
Advisornet Financial
Minnesota
$307K +$6.28K +64 +2%
TWM
1793
Tanager Wealth Management
United Kingdom
$305K -$17.9K -182 -6%
KTM
1794
Keeler Thomas Management
Utah
$305K -$235K -2,400 -44%
SGK
1795
Steigerwald Gordon & Koch
Virginia
$304K -$9.12K -93 -3%
LCM
1796
LCM Capital Management
Illinois
$303K +$7.55K +77 +3%
VC
1797
Veracity Capital
Georgia
$303K -$43.7K -445 -13%
NRC
1798
New Republic Capital
North Carolina
$302K -$392 -4 -0.1%
TWP
1799
Tyche Wealth Partners
Texas
$302K -$27.5K -280 -8%
FCM
1800
Fourpath Capital Management
Oklahoma
$302K -$6.47K -66 -2%
70 71
72
73 74