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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
1976
Venturi Wealth Management
Texas
$226K +$226K +2,474 New
M1FG
1977
Mach-1 Financial Group
Arkansas
$225K +$225K +2,470 New
OWM
1978
Opes Wealth Management
California
$225K -$1.37K -15 -0.6%
MPCG
1979
Matrix Private Capital Group
New York
$225K
RHJA
1980
Rice Hall James & Associates
California
$225K
SMWM
1981
Silvia McColl Wealth Management
California
$225K -$27.4K -300 -11%
WWC
1982
Waypoint Wealth Counsel
Georgia
$224K +$1.92K +21 +0.9%
OCM
1983
Osterweis Capital Management
California
$224K
CG
1984
Cutler Group
California
$223K -$529K -5,819 -70%
CBTWT
1985
Community Bank & Trust (Waco, Texas)
Texas
$223K +$23.3K +277 +12%
SW
1986
StrongBox Wealth
Missouri
$222K +$222K +2,437 New
HFS
1987
Hantz Financial Services
Michigan
$222K -$19.9K -218 -8%
HA
1988
Herold Advisors
New York
$221K +$9.13K +100 +4%
OWA
1989
Octavia Wealth Advisors
Ohio
$221K +$221K +2,418 New
PWM
1990
PBMares Wealth Management
Virginia
$220K -$5.2K -57 -2%
MWA
1991
Martel Wealth Advisors
Washington
$220K +$821 +9 +0.4%
YWS
1992
Yarger Wealth Strategies
Ohio
$220K -$91 -1 -0%
HCA
1993
Harbour Capital Advisors
Virginia
$220K
DWM
1994
Destination Wealth Management
California
$218K -$25.1K -275 -10%
PCA
1995
Pallas Capital Advisors
Massachusetts
$218K -$5.22K -56 -2%
FAG
1996
Financial Advisory Group
Texas
$218K
RWA
1997
Redhawk Wealth Advisors
Minnesota
$218K +$19.9K +218 +10%
HWM
1998
Horizon Wealth Management
Illinois
$217K +$1K +11 +0.5%
ITB
1999
Idaho Trust Bank
Idaho
$216K +$216K +2,372 New
MTIM
2000
Marathon Trading Investment Management
Pennsylvania
$216K +$43K +471 +25%