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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 %
HBT
2001
Hills Bank & Trust
Iowa
$155K -$3.21K -35 -2%
ATC
2002
Advantage Trust Company
Kansas
$155K +$36.7K +400 +31%
DWM
2003
Darwin Wealth Management
Florida
$153K +$55.6K +607 +57%
MCM
2004
MV Capital Management
Maryland
$153K -$5.77K -63 -4%
RI
2005
Ridgewood Investments
New Jersey
$153K -$9.16K -100 -6%
USB
2006
Union Savings Bank
Connecticut
$151K – – –
MTC
2007
Matrix Trust Company
Colorado
$150K +$23.5K +256 +19%
SCM
2008
Silvant Capital Management
Georgia
$147K – – –
LIA
2009
Luken Investment Analytics
Tennessee
$147K – – –
PMFA
2010
Plante Moran Financial Advisors
Michigan
$146K -$7.61K -83 -5%
OPTFSNA
2011
Old Point Trust & Financial Services N A
Virginia
$144K – – –
TPWA
2012
Twin Peaks Wealth Advisors
California
$143K +$143K +1,532 New
AT
2013
Avalon Trust
New Mexico
$143K -$75.5K -824 -35%
WSCM
2014
Wellington Shields Capital Management
New York
$142K – – –
WTFG
2015
Wood Tarver Financial Group
Idaho
$142K +$12.1K +133 +9%
BFPW
2016
BOK Financial Private Wealth
Colorado
$141K – – –
RA
2017
Rise Advisors
New York
$141K -$183 -2 -0.1%
FNWA
2018
Financial Network Wealth Advisors
Utah
$138K -$124K -1,351 -47%
BT
2019
Banque Transatlantique
France
$133K – – –
AAM
2020
Alphadyne Asset Management
New York
$131K +$131K +1,431 New
TFIPS
2021
Towarzystwo Funduszy Inwestycyjnych PZU SA
$131K +$19.2K +210 +17%
BIM
2022
Breakwater Investment Management
Washington
$130K – – –
QPBE
2023
Quintet Private Bank (Europe)
Luxembourg
$128K -$2.1M -22,940 -94%
SC
2024
Solstein Capital
California
$127K +$97.7K +1,066 +335%
DRP
2025
Decker Retirement Planning
Utah
$127K +$105K +1,150 +498%
79 80
81
82 83