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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, 847 increasing their positions, 1,017 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
847
Reduced
1,017
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 %
RRA
1951
Round Rock Advisors
Connecticut
$209K -$92 -1 -0%
VAG
1952
VisionPoint Advisory Group
Texas
$209K +$209K +2,278 New
FA
1953
Fiduciary Alliance
South Carolina
$209K +$209K +2,276 New
SIAG
1954
Safeguard Investment Advisory Group
California
$208K +$208K +2,273 New
BPW
1955
Bingham Private Wealth
California
$208K +$208K +2,272 New
CFC
1956
Coyle Financial Counsel
Illinois
$208K -$4.03K -44 -2%
BSHC
1957
Breed's Hill Capital
Massachusetts
$208K +$18.9K +206 +10%
AFA
1958
Allium Financial Advisors
Oregon
$207K -$6.69K -73 -3%
OBWG
1959
Onyx Bridge Wealth Group
New York
$207K +$1.28K +14 +0.6%
GFG
1960
Goldstone Financial Group
Illinois
$206K -$2.74K -29 -1%
BW
1961
BIP Wealth
Georgia
$205K -$47.6K -519 -19%
BA
1962
Bluesphere Advisors
Pennsylvania
$205K – – –
AFG
1963
Allegheny Financial Group
Pennsylvania
$205K +$12.6K +138 +7%
EW
1964
Elyxium Wealth
California
$205K +$205K +2,236 New
JFA
1965
JNBA Financial Advisors
Minnesota
$205K – – –
S
1966
Sachetta
Massachusetts
$205K -$104K -1,130 -34%
BIA
1967
Bell Investment Advisors
California
$204K +$168K +1,838 +474%
AA
1968
Armis Advisers
Georgia
$204K +$204K +2,146 New
WWC
1969
Waypoint Wealth Counsel
Georgia
$203K +$203K +2,218 New
VBFP
1970
Valtinson Bruner Financial Planning
Minnesota
$202K +$1.19K +13 +0.6%
TSWM
1971
Tyler-Stone Wealth Management
Ohio
$202K +$202K +2,208 New
ATFA
1972
All Terrain Financial Advisors
Minnesota
$202K – – –
PWM
1973
PBMares Wealth Management
Virginia
$202K -$37.1K -405 -16%
EMAM
1974
Encompass More Asset Management
California
$201K +$5.59K +61 +3%
DWM
1975
Daner Wealth Management
Georgia
$201K +$201K +2,155 New
77 78
79
80 81