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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
1801
Willow Creek Wealth Management
California
$302K +$8.85K +97 +3%
RTC
1802
Riverview Trust Company
Washington
$300K
CF
1803
Copperwynd Financial
Arizona
$299K -$5.75K -63 -2%
RFWA
1804
RPg Family Wealth Advisory
Massachusetts
$298K -$11.4K -125 -4%
IIC
1805
Integrated Investment Consultants
Michigan
$297K -$87.7K -961 -23%
SAM
1806
Secure Asset Management
Michigan
$296K +$71.8K +787 +32%
FBB
1807
Fulton Breakefield Broenniman
Maryland
$296K -$204K -2,235 -41%
CFS
1808
Commonwealth Financial Services
West Virginia
$296K +$296K +3,240 New
FSA
1809
Fort Sheridan Advisors
Illinois
$296K
AF
1810
Apexium Financial
Texas
$295K -$7.3K -80 -2%
EW
1811
Enzi Wealth
Texas
$295K -$33.6K -367 -10%
LAM
1812
L2 Asset Management
Massachusetts
$294K -$714K -2,052 -71%
OFG
1813
Oxford Financial Group
Indiana
$294K -$14K -153 -5%
CFS
1814
CRA Financial Services
New Jersey
$292K +$12.3K +135 +4%
EIP
1815
Ellis Investment Partners
Pennsylvania
$292K +$456 +5 +0.2%
AA
1816
Alta Advisers
United Kingdom
$292K
TWM
1817
Tanager Wealth Management
United Kingdom
$290K +$5.57K +61 +2%
FIB
1818
First Interstate Bank
Montana
$288K -$25.6K -281 -8%
KBC
1819
Key Bridge Compliance
$288K +$288K +3,156 New
ITIM
1820
Indiana Trust & Investment Management
Indiana
$287K
SHFA
1821
SC&H Financial Advisors
Maryland
$286K +$548 +6 +0.2%
ANBT
1822
American National Bank & Trust
Texas
$286K -$8.85K -97 -3%
MFS
1823
Mirabella Financial Services
United Kingdom
$285K -$119K -1,309 -30%
QT
1824
Quantamental Technologies
New York
$285K -$1.63M -17,910 -85%
WA
1825
Waddell & Associates
Tennessee
$284K -$3.19K -35 -1%