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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 %
SWM
1876
Seed Wealth Management
Illinois
$242K +$30.4K +332 +14%
EA
1877
Emerald Advisors
Washington
$242K -$28.4K -310 -11%
LWA
1878
Lineweaver Wealth Advisors
Ohio
$242K +$7.24K +79 +3%
SIM
1879
Studio Investment Management
Illinois
$241K +$550 +6 +0.2%
PFM
1880
Patton Fund Management
Texas
$241K +$241K +2,627 New
WCWM
1881
Willow Creek Wealth Management
California
$241K -$1.74K -19 -0.7%
FSA
1882
Fort Sheridan Advisors
Illinois
$240K -$3.21K -35 -1%
SAF
1883
Smith Anglin Financial
Texas
$240K -$16.6K -181 -6%
MSFS
1884
Main Street Financial Solutions
Pennsylvania
$238K +$2.47K +27 +1%
GFP
1885
Gryphon Financial Partners
Ohio
$238K -$14.9K -163 -6%
Two Sigma Investments
1886
Two Sigma Investments
New York
$238K -$8.91M -97,279 -97%
B
1887
BetterWealth
California
$238K -$1.92K -21 -0.8%
SWM
1888
Silverlake Wealth Management
Vermont
$237K +$237K +2,587 New
EWA
1889
Etesian Wealth Advisors
Oregon
$237K – – –
PAM
1890
Peak Asset Management
Colorado
$237K – – –
CPSAC
1891
Chas P. Smith & Associates (CPS)
Florida
$236K -$330K -3,605 -58%
HWM
1892
Horizon Wealth Management
Illinois
$236K -$2.47K -27 -1%
YWS
1893
Yarger Wealth Strategies
Ohio
$235K +$8.43K +92 +4%
SFG
1894
Seamount Financial Group
Colorado
$235K +$235K +2,562 New
WP
1895
WealthPLAN Partners
Nebraska
$234K +$31.1K +339 +15%
SCM
1896
Stonehearth Capital Management
Massachusetts
$234K – – –
CWM
1897
Cedar Wealth Management
California
$234K – – –
NWA
1898
New World Advisors
Massachusetts
$232K -$7.97K -87 -3%
MW
1899
MBL Wealth
North Carolina
$231K +$23K +251 +11%
VBCG
1900
Valley Brook Capital Group
Pennsylvania
$230K +$3.21K +35 +1%
74 75
76
77 78