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2,247 hedge funds and large institutions have $91.4B invested in Starbucks in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,017 increasing their positions, 793 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 92

28% more repeat investments, than reductions

Existing positions increased: 1,017 | Existing positions reduced: 793

2% more capital invested

Capital invested by funds: $89.7B → $91.4B (+$1.74B)

1% more funds holding

Funds holding: 2,2292,247 (+18)

0.27% less ownership

Funds ownership: 70.02%69.75% (-0.27%)

16% less funds holding in top 10

Funds holding in top 10: 7765 (-12)

41% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.62B

Holders
2,247
Holders Change
+18
Holders Change %
+0.81%
% of All Funds
39.11%
Holding in Top 10
65
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.58%
% of All Funds
1.13%
New
135
Increased
1,017
Reduced
793
Closed
92
Calls
$1.56B
Puts
$2.62B
Net Calls
-$1.06B
Net Calls Change
-$502M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
2001
Biltmore Family Office
North Carolina
$240K
SPC
2002
Stewart & Patten Company
California
$240K +$565 +5 +0.2%
BWM
2003
Baystate Wealth Management
Massachusetts
$240K +$25.3K +224 +12%
TNB
2004
Thomasville National Bank
Georgia
$238K -$211K -1,867 -47%
GF
2005
Gries Financial
Ohio
$237K -$2.49K -22 -1%
EBA
2006
Eagle Bay Advisors
New York
$237K +$236K +2,088 New
FM
2007
Foster & Motley
Ohio
$237K +$239K +2,117 New
WIA
2008
Wealthstreet Investment Advisors
Texas
$235K -$5.84M -51,627 -96%
QIM
2009
Quest Investment Management
Oregon
$235K
AWCI
2010
Alpine Woods Capital Investors
New York
$235K +$237K +2,100 New
MWM
2011
Mattern Wealth Management
Kansas
$234K +$4.75K +42 +2%
OFW
2012
Omnia Family Wealth
Florida
$233K
RRA
2013
Round Rock Advisors
Connecticut
$232K -$32.7K -289 -12%
CQS
2014
Credential Qtrade Securities
$230K -$5.65K -50 -2%
WDC
2015
Woodward Diversified Capital
California
$230K +$233K +2,061 New
WC
2016
Whitney & Co
New York
$229K
MWM
2017
Modera Wealth Management
New Jersey
$229K +$1.58K +14 +0.7%
NFG
2018
Nadler Financial Group
Illinois
$228K +$113 +1 +0%
FG
2019
Foster Group
Iowa
$228K +$2.71K +24 +1%
CWA
2020
Capital Wealth Alliance
Arizona
$228K +$12K +106 +6%
RWB
2021
RMR Wealth Builders
New Jersey
$227K -$62.3K -551 -21%
FIB
2022
First Interstate Bank
Montana
$227K +$229K +2,027 New
MAM
2023
Marquette Asset Management
Minnesota
$226K
DA
2024
Detalus Advisors
Missouri
$226K +$113 +1 +0%
HCP
2025
Hexagon Capital Partners
Arkansas
$226K +$15.7K +139 +7%

SBUX Hedge Fund Activity: Q2 2021 in Review

2,247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2021, worth a combined $91.4B — up 1.9% from $89.7B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SBUX positions and 92 closed out — a net gain of 43 holders — while 1,017 added to existing stakes and 793 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $259M. The largest seller was Fidelity Investments, cutting an estimated $670M.

  • 2,247 institutional investors held Starbucks (SBUX) as of Q2 2021, up from 2,229 in Q1 2021.
  • Funds reported $91.4B of Starbucks stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 135 funds opened new Starbucks positions in Q2 2021 and 92 closed out, a net change of +43 holders.
  • The largest Starbucks buyer in Q2 2021 was Two Sigma Advisers, an estimated $259M added.
  • The largest Starbucks seller in Q2 2021 was Fidelity Investments, an estimated $670M sold.

Based on aggregated 13F filings for Q2 2021.