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Starbucks

2,133 hedge funds and large institutions have $59.9B invested in Starbucks in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 900 increasing their positions, 902 reducing their positions, and 222 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
-129
Holders Change %
-5.7%
% of All Funds
36.07%
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
900
Reduced
902
Closed
222
Calls
$1.69B
Puts
$1.6B
Net Calls
+$91.5M
Net Calls Change
+$631M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
2001
Evermay Wealth Management
Virginia
$44K -$278K -3,613 -86%
HL
2002
Harding Loevner
New Jersey
$44K
LWA
2003
Lowe Wealth Advisors
Maryland
$43K
CTB
2004
Country Trust Bank
Illinois
$43K
GA
2005
GoalVest Advisory
New York
$43K +$34.9K +442 +433%
SWM
2006
Selective Wealth Management
Virginia
$42K -$9.73K -127 -19%
EARNEST Partners
2007
EARNEST Partners
Georgia
$41K
HIIFS
2008
Harel Insurance Investments & Financial Services
Israel
$40K -$22.9K -296 -36%
LF
2009
Lee Financial
Texas
$40K +$1.08K +14 +3%
SAM
2010
S.A. Mason
Michigan
$39K +$76 +1 +0.2%
Credit Agricole
2011
Credit Agricole
France
$38K -$1.12M -14,447 -97%
FCT
2012
First Community Trust
Iowa
$38K +$2.14K +28 +6%
VRM
2013
Vectors Research Management
New York
$37K
MWM
2014
Mascoma Wealth Management
New Hampshire
$36K
IFS
2015
Intelligent Financial Strategies
Minnesota
$35K -$254K -3,337 -88%
GG
2016
Gleason Group
Kentucky
$34K +$226 +3 +0.7%
RA
2017
Rational Advisors
New York
$34K +$6.3K +83 +23%
BSB
2018
Bangor Savings Bank
Maine
$34K +$34K +439 New
CPFP
2019
Clear Perspectives Financial Planning
Ohio
$32K
TFM
2020
TFC Financial Management
Massachusetts
$32K
WOSD
2021
WFA of San Diego
California
$32K +$32K +425 New
WWP
2022
WR Wealth Planners
Missouri
$31.7K
CDIA
2023
Capital Directions Investment Advisors
Georgia
$31K -$5.67K -75 -15%
KLWA
2024
Kelly Lawrence W & Associates
California
$31K
SA
2025
SRH Advisors
Kansas
$31K