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2,141 hedge funds and large institutions have $60B invested in Starbucks in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 901 increasing their positions, 908 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more call options, than puts

Call options by funds: $1.69B | Put options by funds: $1.6B

0.31% more ownership

Funds ownership: 68.33%68.64% (+0.31%)

1% less repeat investments, than reductions

Existing positions increased: 901 | Existing positions reduced: 908

3% less funds holding in top 10

Funds holding in top 10: 3736 (-1)

6% less funds holding

Funds holding: 2,2722,141 (-131)

16% less capital invested

Capital invested by funds: $71.3B → $60B (-$11.3B)

43% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 224

Holders
2,141
Holders Change
-131
Holders Change %
-5.77%
% of All Funds
36.06%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.61%
New
128
Increased
901
Reduced
908
Closed
224
Calls
$1.69B
Puts
$1.6B
Net Calls
+$91.5M
Net Calls Change
+$631M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
2001
Larson Financial Group
Missouri
$48K -$6.68K -87 -12%
CYG
2002
Clean Yield Group
Vermont
$48K
AWM
2003
Accel Wealth Management
Iowa
$47K -$7.76K -101 -15%
RDFA
2004
Ritter Daniher Financial Advisory
Ohio
$47K
MME
2005
Meag Munich Ergo
Germany
$46K
RCG
2006
Rock Creek Group
District of Columbia
$45K -$40.6K -528 -47%
RA
2007
Rise Advisors
New York
$45K -$5.91K -77 -11%
EWM
2008
Evermay Wealth Management
Virginia
$44K -$277K -3,613 -86%
HL
2009
Harding Loevner
New Jersey
$44K
CTB
2010
Country Trust Bank
Illinois
$43K
LWA
2011
Lowe Wealth Advisors
Maryland
$43K
GA
2012
GoalVest Advisory
New York
$43K +$33.9K +442 +433%
SWM
2013
Selective Wealth Management
Virginia
$42K -$9.75K -127 -19%
EARNEST Partners
2014
EARNEST Partners
Georgia
$41K
HIIFS
2015
Harel Insurance Investments & Financial Services
Israel
$40K -$22.7K -296 -36%
LF
2016
Lee Financial
Texas
$40K +$1.07K +14 +3%
SAM
2017
S.A. Mason
Michigan
$39K +$77 +1 +0.2%
Credit Agricole
2018
Credit Agricole
France
$38K -$1.11M -14,447 -97%
FCT
2019
First Community Trust
Iowa
$38K +$2.15K +28 +6%
VRM
2020
Vectors Research Management
New York
$37K
MWM
2021
Mascoma Wealth Management
New Hampshire
$36K
IFS
2022
Intelligent Financial Strategies
Minnesota
$35K -$256K -3,337 -88%
GG
2023
Gleason Group
Kentucky
$34K +$230 +3 +0.7%
RA
2024
Rational Advisors
New York
$34K +$6.38K +83 +23%
BSB
2025
Bangor Savings Bank
Maine
$34K +$33.7K +439 New

SBUX Hedge Fund Activity: Q2 2022 in Review

2,141 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2022, worth a combined $60B — down 16% from $71.3B a quarter earlier.

Sellers outnumbered buyers: 224 funds closed out of SBUX and 128 opened new positions — a net loss of 96 holders — while 908 trimmed existing stakes and 901 added.

The largest buyer was Wellington Management Group, adding an estimated $830M. The largest seller was Magellan Asset Management, cutting an estimated $765M.

  • 2,141 institutional investors held Starbucks (SBUX) as of Q2 2022, down from 2,272 in Q1 2022.
  • Funds reported $60B of Starbucks stock for Q2 2022, down 16% quarter-over-quarter.
  • 128 funds opened new Starbucks positions in Q2 2022 and 224 closed out, a net change of -96 holders.
  • The largest Starbucks buyer in Q2 2022 was Wellington Management Group, an estimated $830M added.
  • The largest Starbucks seller in Q2 2022 was Magellan Asset Management, an estimated $765M sold.

Based on aggregated 13F filings for Q2 2022.