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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 %
EWM
1851
Endowment Wealth Management
Wisconsin
$270K +$30.6K +335 +13%
TWP
1852
Tempus Wealth Planning
California
$269K -$8.58K -94 -3%
LWA
1853
Lineweaver Wealth Advisors
Ohio
$269K +$9.22K +101 +4%
DWM
1854
Drive Wealth Management
Utah
$268K +$21K +230 +9%
BBA
1855
BLB&B Advisors
Pennsylvania
$267K -$13.7K -150 -5%
SFP
1856
Strategic Financial Partners
Oregon
$267K
B
1857
BetterWealth
California
$267K
TFA
1858
Teamwork Financial Advisors
Texas
$267K +$14.6K +160 +6%
RW
1859
REDW Wealth
New Mexico
$266K -$1.83K -20 -0.7%
IA
1860
Insight Advisors
Pennsylvania
$266K -$82.2K -900 -24%
TFF
1861
The Family Firm
Maryland
$266K +$45.7K +501 +21%
SAM
1862
Synergy Asset Management
Washington
$266K +$73.4K +804 +38%
C
1863
Certuity
Florida
$265K -$27.4K -300 -9%
AIS
1864
AM Investment Strategies
Tennessee
$265K -$12K -132 -4%
RCWM
1865
Royal Capital Wealth Management
Indiana
$265K
AT
1866
Avalon Trust
New Mexico
$265K -$31.9K -350 -11%
STCOSD
1867
Sageworth Trust Company of South Dakota
South Dakota
$265K
1WM
1868
1900 Wealth Management
Texas
$264K +$264K +2,896 New
PSIWM
1869
Paradigm Strategies in Wealth Management
Minnesota
$264K
SPWM
1870
Schrum Private Wealth Management
Florida
$264K
AWAP
1871
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$263K
CMA
1872
Cedar Mountain Advisors
Oregon
$263K +$14.6K +160 +6%
AG
1873
Advocate Group
Minnesota
$263K -$70.8K -776 -21%
AFG
1874
Atomi Financial Group
New York
$263K +$68.6K +752 +35%
WDG
1875
Wealth Dimensions Group
Ohio
$263K -$47.4K -519 -15%