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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 %
PK
1976
Pflug Koory
Nebraska
$200K – – –
HL
1977
HeadInvest LLC
Maine
$200K – – –
NRWA
1978
North Ridge Wealth Advisors
Oregon
$197K – – –
CFG
1979
CKW Financial Group
Hawaii
$197K – – –
SAM
1980
Sherman Asset Management
California
$197K -$90.9K -992 -32%
AIC
1981
Archer Investment Corporation
Indiana
$193K +$183 +2 +0.1%
TIM
1982
Thompson Investment Management
Wisconsin
$190K -$55.8K -609 -23%
CCA
1983
Catalyst Capital Advisors
New York
$188K +$11.5K +126 +7%
BGAI
1984
Bruce G. Allen Investments
Colorado
$187K -$20.1K -219 -10%
PAG
1985
Paladin Advisory Group
Iowa
$184K – – –
SPM
1986
Symmetry Peak Management
Pennsylvania
$176K +$176K +1,920 New
AWM
1987
AllSquare Wealth Management
New York
$174K -$27.5K -300 -14%
FRA
1988
Front Row Advisors
California
$174K -$196K -2,139 -53%
DWA
1989
Dougherty Wealth Advisers
Minnesota
$171K – – –
OP
1990
ORG Partners
Indiana
$169K -$29.1K -306 -15%
CFD
1991
Creative Financial Designs
Indiana
$169K -$3.67K -40 -2%
SL
1992
Salomon & Ludwin
Virginia
$168K +$18.8K +200 +13%
RF
1993
Rossby Financial
Florida
$168K +$5.13K +56 +3%
BSC
1994
Brown Shipley & Co
United Kingdom
$168K – – –
HNB
1995
Hilltop National Bank
Wyoming
$166K +$166K +1,810 New
Kayne Anderson Rudnick Investment Management
1996
Kayne Anderson Rudnick Investment Management
California
$166K +$3.03K +33 +2%
MA
1997
MCF Advisors
Kentucky
$164K -$916 -10 -0.6%
CFS
1998
CGC Financial Services
Oregon
$163K – – –
SOAMC
1999
Spirit of America Management Corp
New York
$160K +$160K +1,750 New
MPW
2000
MASECO Private Wealth
$159K +$159K +1,735 New
78 79
80
81 82