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Starbucks

2,360 hedge funds and large institutions have $84.3B invested in Starbucks in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 891 increasing their positions, 1,014 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
37.77%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.07%
New
184
Increased
891
Reduced
1,014
Closed
98
Calls
$3.19B
Puts
$1.93B
Net Calls
+$1.27B
Net Calls Change
+$441M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
1926
Klingman & Associates
New York
$270K -$8.02K -77 -3%
CRWM
1927
Castle Rock Wealth Management
California
$270K +$7.26K +68 +3%
TFF
1928
The Family Firm
Maryland
$270K +$1.15K +11 +0.4%
TCPWM
1929
Traverso Chambers Private Wealth Management
California
$269K +$104 +1 +0%
SPWG
1930
Syntegra Private Wealth Group
Missouri
$268K
LA
1931
Latitude Advisors
Florida
$267K -$23K -221 -8%
BW
1932
BIP Wealth
Georgia
$267K +$267K +2,567 New
SPP
1933
Single Point Partners
Massachusetts
$267K +$29.5K +283 +12%
CFC
1934
Coyle Financial Counsel
Illinois
$267K +$20.8K +200 +8%
LCWP
1935
Legacy Capital Wealth Partners
Arkansas
$266K +$266K +2,559 New
CWM
1936
Cedar Wealth Management
California
$266K
IFPG
1937
Intrepid Financial Planning Group
Indiana
$266K -$20.8K -200 -7%
CA
1938
Carson Advisory
Georgia
$266K +$208 +2 +0.1%
AWA
1939
Archvest Wealth Advisors
California
$266K +$34.1K +327 +15%
GA
1940
Goldstein Advisors
Wisconsin
$265K +$18.4K +177 +7%
WP
1941
WealthPLAN Partners
Nebraska
$265K -$739K -7,095 -74%
WEG
1942
World Equity Group
Illinois
$264K -$144K -1,573 -35%
PAG
1943
Paladin Advisory Group
Iowa
$264K +$264K +2,531 New
SCA
1944
Sage Capital Advisors
South Dakota
$263K +$1.35K +13 +0.5%
SFG
1945
SNS Financial Group
Minnesota
$263K -$202K -1,936 -43%
MAM
1946
Meeder Asset Management
Ohio
$262K -$2.69M -25,881 -91%
RWMG
1947
Redwood Wealth Management Group
New Jersey
$262K -$937 -9 -0.4%
AGAM
1948
Audent Global Asset Management
California
$261K -$10.5K -101 -4%
FFG
1949
Frisch Financial Group
New York
$261K +$3.54K +34 +1%
MFWP
1950
Mosaic Family Wealth Partners
Missouri
$261K -$625 -6 -0.2%