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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 %
RWA
1976
Redhawk Wealth Advisors
Minnesota
$201K -$6.96K -76 -3%
PK
1977
Pflug Koory
Nebraska
$200K – – –
HL
1978
HeadInvest LLC
Maine
$200K – – –
NRWA
1979
North Ridge Wealth Advisors
Oregon
$197K – – –
CFG
1980
CKW Financial Group
Hawaii
$197K – – –
SAM
1981
Sherman Asset Management
California
$197K -$90.9K -992 -32%
AIC
1982
Archer Investment Corporation
Indiana
$193K +$183 +2 +0.1%
TIM
1983
Thompson Investment Management
Wisconsin
$190K -$55.8K -609 -23%
CCA
1984
Catalyst Capital Advisors
New York
$188K +$11.5K +126 +7%
BGAI
1985
Bruce G. Allen Investments
Colorado
$187K -$20.1K -219 -10%
PAG
1986
Paladin Advisory Group
Iowa
$184K – – –
SPM
1987
Symmetry Peak Management
Pennsylvania
$176K +$176K +1,920 New
AWM
1988
AllSquare Wealth Management
New York
$174K -$27.5K -300 -14%
FRA
1989
Front Row Advisors
California
$174K -$196K -2,139 -53%
DWA
1990
Dougherty Wealth Advisers
Minnesota
$171K – – –
OP
1991
ORG Partners
Indiana
$169K -$29.1K -306 -15%
CFD
1992
Creative Financial Designs
Indiana
$169K -$3.67K -40 -2%
SL
1993
Salomon & Ludwin
Virginia
$168K +$18.8K +200 +13%
RF
1994
Rossby Financial
Florida
$168K +$5.13K +56 +3%
BSC
1995
Brown Shipley & Co
United Kingdom
$168K – – –
HNB
1996
Hilltop National Bank
Wyoming
$166K +$166K +1,810 New
Kayne Anderson Rudnick Investment Management
1997
Kayne Anderson Rudnick Investment Management
California
$166K +$3.03K +33 +2%
MA
1998
MCF Advisors
Kentucky
$164K -$916 -10 -0.6%
CFS
1999
CGC Financial Services
Oregon
$163K – – –
SOAMC
2000
Spirit of America Management Corp
New York
$160K +$160K +1,750 New
78 79
80
81 82