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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
AIC
1976
Archer Investment Corporation
Indiana
$163K +$8.47K +104 +5%
NFSG
1977
Newbridge Financial Services Group
Florida
$162K -$21.3K -261 -11%
CFG
1978
CKW Financial Group
Hawaii
$160K
BGAI
1979
Bruce G. Allen Investments
Colorado
$160K -$51.2K -629 -23%
RWMG
1980
Redwood Wealth Management Group
New Jersey
$159K +$167K +2,048 New
IGWM
1981
ICA Group Wealth Management
Colorado
$159K -$650K -7,985 -80%
LWANC
1982
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K -$163 -2 -0.1%
EBA
1983
Eagle Bay Advisors
New York
$156K +$6.6K +81 +4%
PAG
1984
Paladin Advisory Group
Iowa
$155K
CFS
1985
CGC Financial Services
Oregon
$154K
LI
1986
LRI Investments
Florida
$147K +$85.8K +1,053 +126%
AF
1987
Advisornet Financial
Minnesota
$147K -$10.8K -133 -7%
DWA
1988
Dougherty Wealth Advisers
Minnesota
$146K
Optiver Holding
1989
Optiver Holding
Netherlands
$143K -$1.06M -13,054 -88%
TWP
1990
Triad Wealth Partners
Kansas
$143K +$150K +1,838 New
VC
1991
Vestor Capital
Illinois
$142K -$16.9K -208 -10%
WOC
1992
West Oak Capital
California
$141K
SWM
1993
Sugarloaf Wealth Management
Georgia
$140K -$10.5K -129 -7%
CT
1994
Clearstead Trust
Maine
$139K
CA
1995
Crewe Advisors
Utah
$134K -$43.5K -534 -24%
WWP
1996
WR Wealth Planners
Missouri
$134K -$17.5K -215 -11%
PP
1997
Pingora Partners
Wyoming
$132K -$40.7K -500 -23%
OPTFSNA
1998
Old Point Trust & Financial Services N A
Virginia
$130K
AW
1999
Avion Wealth
Texas
$127K +$73.7K +905 +124%
RS
2000
Rakuten Securities
Japan
$126K +$76.6K +940 +138%

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.