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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
EIP
1801
Ellis Investment Partners
Pennsylvania
$265K +$19.5K +240 +8%
FLPIM
1802
F.L. Putnam Investment Management
Massachusetts
$265K +$4.15K +51 +2%
RC
1803
Roundview Capital
New Jersey
$265K -$119K -1,467 -30%
CA
1804
Carson Advisory
Georgia
$265K +$64K +786 +30%
IIM
1805
Ipswich Investment Management
Massachusetts
$262K +$326 +4 +0.1%
GCA
1806
Gradient Capital Advisors
California
$262K +$2.61K +32 +1%
PFA
1807
Petra Financial Advisors
Colorado
$261K -$37.1K -456 -12%
EAM
1808
Evanson Asset Management
California
$261K +$733 +9 +0.3%
DCBT
1809
Dakota Community Bank & Trust
North Dakota
$261K +$8.39K +103 +3%
AR
1810
Apeiron RIA
Texas
$261K +$32.5K +399 +14%
BSC
1811
Brown Shipley & Co
United Kingdom
$260K +$1.79K +22 +0.7%
WG
1812
Wealth Group
North Carolina
$260K -$16.9K -207 -6%
CF
1813
Copperwynd Financial
Arizona
$260K
MCC
1814
Malaga Cove Capital
California
$260K -$6.76K -83 -2%
ALC
1815
Alexander Labrunerie & Co
Missouri
$259K +$10.8K +133 +4%
NRC
1816
New Republic Capital
North Carolina
$259K +$42K +516 +18%
LSIA
1817
LaSalle St. Investment Advisors
Illinois
$257K -$22K -270 -8%
CIA
1818
Choate Investment Advisors
Massachusetts
$257K -$5.28M -64,882 -95%
PA
1819
PFG Advisors
Arizona
$256K +$6.03K +74 +2%
MAM
1820
Mystic Asset Management
Rhode Island
$256K -$27.1K -333 -9%
SFG
1821
Sovereign Financial Group
Connecticut
$255K -$91.1K -1,118 -25%
TWM
1822
Tolleson Wealth Management
Texas
$254K +$2.44K +30 +0.9%
MIM
1823
Morningstar Investment Management
Illinois
$254K +$62.2K +764 +31%
MAWCM
1824
Mine & Arao Wealth Creation & Management
California
$253K +$15.2K +187 +6%
WSCM
1825
Wellington Shields Capital Management
New York
$253K

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.