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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
REMPR
1851
Roof Eidam Maycock Peralta (REMP)
California
$242K
B
1852
BetterWealth
California
$242K
RTC
1853
Riverview Trust Company
Washington
$241K -$3.26K -40 -1%
CNBT
1854
Canandaigua National Bank & Trust
New York
$240K +$3.58K +44 +1%
PA
1855
PSI Advisors
Florida
$240K +$78.8K +967 +46%
TW
1856
TrinityPoint Wealth
Connecticut
$239K +$30.5K +374 +14%
HCA
1857
Horan Capital Advisors
Ohio
$238K
AWM
1858
Angeles Wealth Management
California
$238K -$50.1K -615 -17%
SFG
1859
SevenBridge Financial Group
Pennsylvania
$237K +$257K +3,151 New
MFT
1860
Moisand Fitzgerald Tamayo
Florida
$237K
EFG
1861
Everhart Financial Group
Ohio
$236K -$86.6K -1,063 -26%
PNC
1862
Park National Corp
Ohio
$234K -$5.95K -73 -2%
AWM
1863
Aprio Wealth Management
Georgia
$234K +$245K +3,009 New
CFC
1864
Coyle Financial Counsel
Illinois
$234K
STB
1865
S&T Bank
Pennsylvania
$234K -$896 -11 -0.4%
FEM
1866
Fulcrum Equity Management
Texas
$231K +$21.1K +259 +10%
OWA
1867
ORBA Wealth Advisors
Illinois
$231K -$9.61K -118 -4%
OL
1868
OneFund LLC
Florida
$230K +$3.58K +44 +2%
FBB
1869
Fulton Breakefield Broenniman
Maryland
$230K +$4.56K +56 +2%
RC
1870
Rovin Capital
Arizona
$229K +$240K +2,946 New
ANBT
1871
American National Bank & Trust
Texas
$229K -$19.1K -234 -7%
M
1872
MOTCO
Texas
$228K -$4.92M -60,472 -95%
CMA
1873
Cedar Mountain Advisors
Oregon
$228K +$1.3K +16 +0.5%
DTC
1874
Davidson Trust Company
Washington
$228K -$455K -5,590 -66%
WCWM
1875
Willow Creek Wealth Management
California
$227K +$6.27K +77 +3%

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.