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Starbucks

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1926
Endowment Wealth Management
Wisconsin
$260K +$11.8K +119 +5%
PWMG
1927
Prestige Wealth Management Group
New Jersey
$259K -$9.11K -92 -3%
SPWG
1928
Syntegra Private Wealth Group
Missouri
$258K +$3.07K +31 +1%
PCMC
1929
Private Capital Management (Colorado)
Colorado
$258K -$9.02K -91 -3%
AM
1930
Atwater Malick
Pennsylvania
$258K
IDBONY
1931
Israel Discount Bank of New York
New York
$258K
QCM
1932
Qsemble Capital Management
New York
$258K +$258K +2,600 New
CAWM
1933
Capital Advisors Wealth Management
Washington
$257K +$46.6K +470 +22%
CA
1934
Carson Advisory
Georgia
$257K +$3.57K +36 +1%
TCPWM
1935
Traverso Chambers Private Wealth Management
California
$256K +$99 +1 +0%
GFP
1936
Gryphon Financial Partners
Ohio
$255K +$26.2K +264 +11%
AWM
1937
AllSquare Wealth Management
New York
$254K
CFC
1938
Coyle Financial Counsel
Illinois
$254K
CWM
1939
Cedar Wealth Management
California
$253K
AWA
1940
Archvest Wealth Advisors
California
$253K +$297 +3 +0.1%
WP
1941
WealthPLAN Partners
Nebraska
$251K -$891 -9 -0.4%
PAG
1942
Paladin Advisory Group
Iowa
$251K +$198 +2 +0.1%
OPCM
1943
Osborne Partners Capital Management
California
$251K -$52.5K -530 -17%
SCA
1944
Sage Capital Advisors
South Dakota
$250K -$694 -7 -0.3%
CRWM
1945
Castle Rock Wealth Management
California
$250K +$788 +8 +0.3%
SFG
1946
SNS Financial Group
Minnesota
$250K -$495 -5 -0.2%
RWMG
1947
Redwood Wealth Management Group
New Jersey
$249K +$198 +2 +0.1%
AR
1948
Apeiron RIA
Texas
$248K +$21.4K +216 +9%
MFWP
1949
Mosaic Family Wealth Partners
Missouri
$248K +$99 +1 +0%
FLPIM
1950
F.L. Putnam Investment Management
Massachusetts
$248K +$1.98K +20 +0.8%