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Starbucks

2,262 hedge funds and large institutions have $71.2B invested in Starbucks in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 945 increasing their positions, 956 reducing their positions, and 264 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,262
Holders Change
-138
Holders Change %
-5.75%
% of All Funds
35.8%
Holding in Top 10
37
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-36.21%
% of All Funds
0.59%
New
153
Increased
945
Reduced
956
Closed
264
Calls
$1.8B
Puts
$2.34B
Net Calls
-$540M
Net Calls Change
+$903M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
2001
Presidio Capital Management
California
$212K +$40.2K +443 +23%
PHAM
2002
Palisades Hudson Asset Management
Florida
$211K
PWM
2003
Prentice Wealth Management
New York
$211K +$14.5K +160 +7%
CSIA
2004
Charles Schwab Investment Advisory
California
$209K +$51.6K +568 +33%
GLLW
2005
Graves Light Lenhart Wealth
Virginia
$208K -$50.3K -554 -19%
TFS
2006
TrustCore Financial Services
Tennessee
$208K +$37.1K +408 +22%
BFC
2007
Blue Fin Capital
Rhode Island
$207K -$36.6K -403 -15%
MA
2008
Modus Advisors
Minnesota
$207K +$7.72K +85 +4%
AWAG
2009
ARS Wealth Advisors Group
Florida
$206K -$22.7K -249 -10%
MWPCG
2010
Measured Wealth Private Client Group
New Hampshire
$206K -$6.65K -73 -3%
CWP
2011
Concord Wealth Partners
Virginia
$206K +$1.82K +20 +0.9%
CRWM
2012
Castle Rock Wealth Management
California
$205K -$6.17K -76 -3%
AR
2013
Apeiron RIA
Texas
$205K +$5.32K +64 +3%
WC
2014
Whitney & Co
New York
$205K +$27.3K +300 +15%
BCAM
2015
Boston Common Asset Management
Massachusetts
$205K +$205K +2,250 New
WA
2016
Wealth Architects
California
$205K +$205K +2,257 New
MWP
2017
Meridian Wealth Partners
Pennsylvania
$204K -$46.1K -505 -18%
EWA
2018
Evolution Wealth Advisors
Florida
$204K
FNC
2019
First National Corp
Massachusetts
$204K +$91 +1 +0%
EWM
2020
Endowment Wealth Management
Wisconsin
$204K +$27K +296 +15%
AA
2021
Advisory Alpha
Michigan
$204K +$204K +2,244 New
DA
2022
Detalus Advisors
Missouri
$203K +$6.55K +72 +3%
MWA
2023
Meridian Wealth Advisors
Texas
$203K +$203K +2,231 New
MIAS
2024
Mason Investment Advisory Services
Virginia
$202K
SAA
2025
Southeast Asset Advisors
Georgia
$202K