SBUX icon

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 %
TWM
1826
Tradition Wealth Management
Minnesota
$263K +$66.6K +727 +34%
SPWM
1827
Schrum Private Wealth Management
Florida
$263K – – –
M
1828
MOTCO
Texas
$262K -$47K -527 -15%
JA
1829
JVL Associates
Michigan
$262K +$3.3K +36 +1%
OFS
1830
Orrstown Financial Services
Pennsylvania
$262K -$33.4K -365 -11%
FMN
1831
Financial Management Network
California
$262K +$6.52K +69 +3%
CA
1832
Capital Advantage
California
$262K +$262K +2,857 New
SFI
1833
SPC Financial Inc
Maryland
$262K +$262K +2,857 New
SXL
1834
Summit X LLC
Missouri
$262K -$66.1K -721 -20%
MAG
1835
M3 Advisory Group
Massachusetts
$260K -$15K -164 -5%
CFS
1836
CRA Financial Services
New Jersey
$260K +$2.47K +27 +1%
LCM
1837
Liberty Capital Management
Michigan
$259K -$1.1K -12 -0.4%
VSQM
1838
V-Square Quantitative Management
Illinois
$259K +$55.6K +607 +27%
HPM
1839
Hudson Portfolio Management
New York
$259K -$21.5K -235 -8%
MMPW
1840
Mitchell McLeod Pugh & Williams
Alabama
$259K +$183 +2 +0.1%
ACS
1841
Archford Capital Strategies
Illinois
$258K +$69.6K +760 +37%
HA
1842
Herold Advisors
New York
$258K +$57K +622 +28%
EWA
1843
Exencial Wealth Advisors
Oklahoma
$258K +$13.6K +148 +6%
MTWM
1844
Masso Torrence Wealth Management
New Jersey
$257K +$2.2K +24 +0.9%
PCP
1845
Proficio Capital Partners
Massachusetts
$257K -$467K -5,099 -65%
TWP
1846
Tempus Wealth Planning
California
$256K -$8.71K -95 -3%
HWMO
1847
Heritage Wealth Management (Ohio)
Ohio
$256K – – –
AM
1848
Atwater Malick
Pennsylvania
$255K – – –
LIA
1849
LS Investment Advisors
Michigan
$255K +$255K +2,785 New
PAM
1850
Parvin Asset Management
South Dakota
$255K -$2.11K -23 -0.8%
72 73
74
75 76