We are live on ! Find out more
SBUX icon

Starbucks

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
TWM
1951
Tradition Wealth Management
Minnesota
$202K -$20.2K -248 -9%
FCA
1952
FinTrust Capital Advisors
South Carolina
$202K -$6.03K -74 -3%
MTWM
1953
Masso Torrence Wealth Management
New Jersey
$202K +$15.1K +185 +8%
IAG
1954
Investment Advisory Group
Massachusetts
$201K -$326 -4 -0.2%
SAF
1955
Smith Anglin Financial
Texas
$201K -$8.8K -108 -4%
PAM
1956
Peak Asset Management
Colorado
$201K -$14.8K -182 -7%
SIC
1957
Sterling Investment Counsel
New York
$201K -$347K -4,256 -62%
EWA
1958
Evolution Wealth Advisors
Florida
$200K -$1.14K -14 -0.5%
SCM
1959
Stonehearth Capital Management
Massachusetts
$200K
SOS
1960
Silver Oak Securities
Tennessee
$200K +$8.06K +99 +4%
CWM
1961
Cedar Wealth Management
California
$199K
ORAM
1962
One River Asset Management
Connecticut
$198K -$169K -2,076 -45%
GWSG
1963
GPS Wealth Strategies Group
Colorado
$189K -$713K -8,756 -78%
SAG
1964
Spotlight Asset Group
Illinois
$179K
HBT
1965
Hills Bank & Trust
Iowa
$178K -$111K -1,367 -37%
GC
1966
Gibson Capital
Pennsylvania
$178K
LS
1967
Livforsakringsbolaget Skandia
Sweden
$176K
DF
1968
Dunhill Financial
United Kingdom
$173K +$173K +2,130 +2,173%
WSC
1969
Wellington Shields & Co
New York
$173K
PP
1970
Paloma Partners
Connecticut
$169K -$1.81M -22,179 -91%
AAP
1971
Arax Advisory Partners
Colorado
$169K -$216K -2,647 -55%
HCP
1972
Hexagon Capital Partners
Arkansas
$168K +$74.5K +915 +73%
CWC
1973
Carolinas Wealth Consulting
North Carolina
$165K -$9.94K -122 -5%
MCM
1974
MV Capital Management
Maryland
$165K -$13.5K -166 -7%
GCM
1975
Gables Capital Management
Florida
$165K +$167K +2,050 +3,154%

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.