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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 %
CI
1901
Corient IA
Florida
$229K – – –
ETS
1902
ESL Trust Services
New York
$229K – – –
CCA
1903
Childress Capital Advisors
Texas
$229K -$19.1K -208 -8%
MMCM
1904
Murphy & Mullick Capital Management
New York
$229K +$26.9K +298 +13%
BCM
1905
Boltwood Capital Management
California
$229K -$11.6K -127 -5%
GWP
1906
Gen-Wealth Partners
Michigan
$228K +$15.8K +172 +7%
WAN
1907
Wealth Advisors Northwest
Oregon
$228K – – –
OCPWS
1908
One Charles Private Wealth Services
Massachusetts
$227K -$29.6K -323 -12%
SO
1909
Sierra Ocean
California
$227K -$3.3K -36 -1%
AF
1910
Atala Financial
California
$227K – – –
SAM
1911
Secure Asset Management
Michigan
$227K +$1.47K +16 +0.7%
JSSH
1912
J. Safra Sarasin Holding
$227K -$72K -786 -24%
PJSIMP
1913
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K -$102K -1,118 -31%
FF
1914
Foronjy Financial
California
$226K +$226K +2,467 New
FFO
1915
Fortitude Family Office
Arizona
$226K -$14.5K -158 -6%
WAM
1916
Wernau Asset Management
Massachusetts
$225K -$28.1K -307 -11%
TWA
1917
TCI Wealth Advisors
Arizona
$225K -$3.85K -42 -2%
RHJA
1918
Rice Hall James & Associates
California
$224K – – –
BFAG
1919
Blackston Financial Advisory Group
Florida
$224K -$5.04K -55 -2%
AFA
1920
American Financial Advisors
Georgia
$224K -$38.4K -419 -15%
EP
1921
Edgestream Partners
New Jersey
$223K +$223K +2,437 New
APW
1922
Austin Private Wealth
Texas
$223K +$20.3K +221 +10%
WEG
1923
World Equity Group
Illinois
$223K +$2.66K +29 +1%
PCH
1924
PGIM Custom Harvest
New Jersey
$222K -$140K -1,525 -39%
SGK
1925
Steigerwald Gordon & Koch
Virginia
$221K -$63K -688 -22%
75 76
77
78 79