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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
SMWM
1876
Silvia McColl Wealth Management
California
$227K +$11.4K +140 +5%
TAM
1877
Tucker Asset Management
Colorado
$227K -$31.9K -392 -12%
SSW
1878
Smith Shellnut Wilson
Mississippi
$227K
BC
1879
Burney Company
Virginia
$226K -$20.4K -250 -8%
LP
1880
LGL Partners
Pennsylvania
$226K +$12.2K +150 +5%
BEI
1881
Benjamin Edwards Inc
Missouri
$226K -$101K -1,239 -30%
MPI
1882
Mairs & Power Inc
Minnesota
$226K -$23K -283 -9%
OWP
1883
Obermeyer Wealth Partners
Colorado
$225K -$13.9K -171 -6%
MCP
1884
Mirador Capital Partners
California
$225K -$2.04K -25 -0.9%
ZF
1885
Zhang Financial
Michigan
$225K -$71.7K -881 -23%
RF
1886
Robinswood Financial
Washington
$225K +$37.7K +463 +19%
CFS
1887
CRA Financial Services
New Jersey
$225K -$13K -160 -5%
MWA
1888
Martel Wealth Advisors
Washington
$224K +$977 +12 +0.4%
IHWM
1889
Iron Horse Wealth Management
Iowa
$224K +$72.3K +888 +45%
SWA
1890
ShankerValleau Wealth Advisors
Illinois
$224K
CT
1891
Colonial Trust
South Carolina
$224K -$57.3K -704 -20%
SPWM
1892
Schrum Private Wealth Management
Florida
$223K
AT
1893
Avalon Trust
New Mexico
$223K -$29K -356 -11%
HWAM
1894
Hennion & Walsh Asset Management
New Jersey
$222K +$233K +2,857 New
FA
1895
Fermata Advisors
California
$222K -$79.8K -980 -26%
APG
1896
Abacus Planning Group
South Carolina
$221K +$231K +2,839 New
SW
1897
StrongBox Wealth
Missouri
$221K +$7.74K +95 +3%
MC
1898
Machina Capital
France
$220K -$308K -3,786 -57%
PWA
1899
Physician Wealth Advisors
Utah
$220K -$977 -12 -0.4%
KB
1900
Kimelman & Baird
New York
$219K +$229K +2,816 New

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.