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Starbucks
SBUX

Overview Fund Activity

2,302 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, 1,015 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
-70
Holders Change %
-2.95%
% 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
1,015
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 %
VAG
1951
VisionPoint Advisory Group
Texas
$209K +$209K +2,278 New
FA
1952
Fiduciary Alliance
South Carolina
$209K +$209K +2,276 New
SIAG
1953
Safeguard Investment Advisory Group
California
$208K +$208K +2,273 New
BPW
1954
Bingham Private Wealth
California
$208K +$208K +2,272 New
CFC
1955
Coyle Financial Counsel
Illinois
$208K -$4.03K -44 -2%
BSHC
1956
Breed's Hill Capital
Massachusetts
$208K +$18.9K +206 +10%
AFA
1957
Allium Financial Advisors
Oregon
$207K -$6.69K -73 -3%
OBWG
1958
Onyx Bridge Wealth Group
New York
$207K +$1.28K +14 +0.6%
GFG
1959
Goldstone Financial Group
Illinois
$206K -$2.74K -29 -1%
BW
1960
BIP Wealth
Georgia
$205K -$47.6K -519 -19%
BA
1961
Bluesphere Advisors
Pennsylvania
$205K – – –
AFG
1962
Allegheny Financial Group
Pennsylvania
$205K +$12.6K +138 +7%
EW
1963
Elyxium Wealth
California
$205K +$205K +2,236 New
JFA
1964
JNBA Financial Advisors
Minnesota
$205K – – –
S
1965
Sachetta
Massachusetts
$205K -$104K -1,130 -34%
BIA
1966
Bell Investment Advisors
California
$204K +$168K +1,838 +474%
AA
1967
Armis Advisers
Georgia
$204K +$204K +2,146 New
WWC
1968
Waypoint Wealth Counsel
Georgia
$203K +$203K +2,218 New
VBFP
1969
Valtinson Bruner Financial Planning
Minnesota
$202K +$1.19K +13 +0.6%
TSWM
1970
Tyler-Stone Wealth Management
Ohio
$202K +$202K +2,208 New
ATFA
1971
All Terrain Financial Advisors
Minnesota
$202K – – –
PWM
1972
PBMares Wealth Management
Virginia
$202K -$37.1K -405 -16%
EMAM
1973
Encompass More Asset Management
California
$201K +$5.59K +61 +3%
DWM
1974
Daner Wealth Management
Georgia
$201K +$201K +2,155 New
RWA
1975
Redhawk Wealth Advisors
Minnesota
$201K -$6.96K -76 -3%
77 78
79
80 81