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Starbucks

2,240 hedge funds and large institutions have $77.7B invested in Starbucks in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 799 increasing their positions, 1,024 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

22% less repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 1,024

25% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 170

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
2,240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.84B
Puts
$2.23B
Net Calls
Net Calls Change

Top Buyers

1 +$742M
2 +$228M
3 +$194M
4
BlackRock
BlackRock
New York
+$172M
5
Wells Fargo
Wells Fargo
California
+$152M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
2001
AmeriFlex Group
Nevada
$67K
CWP
2002
Concord Wealth Partners
Virginia
$66K
GKIM
2003
GW&K Investment Management
Massachusetts
$65K
TIM
2004
Tortoise Investment Management
New York
$63K
KTC
2005
Kentucky Trust Company
Kentucky
$61.8K
SWIM
2006
Smallwood Wealth Investment Management
New Jersey
$61.4K
BAM
2007
Byrne Asset Management
New Jersey
$60.5K
A
2008
AlphaQuest
New York
$59.8K
SOW
2009
State of Wyoming
Wyoming
$58.9K
1IA
2010
1620 Investment Advisors
Massachusetts
$58K
OCM
2011
Osterweis Capital Management
California
$58K
ACA
2012
American Capital Advisory
Idaho
$57.5K
BMC
2013
Bear Mountain Capital
Washington
$57K
AAG
2014
Armstrong Advisory Group
Massachusetts
$56.3K
WWM
2015
Wolff Wiese Magana
California
$55.3K
RDFA
2016
Ritter Daniher Financial Advisory
Ohio
$55.2K
HBW
2017
Hazlett, Burt & Watson
West Virginia
$55K
GWSA
2018
Global Wealth Strategies & Associates
Colorado
$55K
MFC
2019
Mechanics Financial Corp
Ohio
$54.6K
CCMI
2020
Creative Capital Management Investments
California
$54.2K
OCM
2021
Orion Capital Management
California
$54.1K
PCFFS
2022
Pacific Center for Financial Services
California
$53.5K
PWAM
2023
Private Wealth Asset Management
Iowa
$53.3K
KFP
2024
Kerr Financial Planning
California
$52.5K
C
2025
Covestor
United Kingdom
$52K