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Starbucks

2,153 hedge funds and large institutions have $68.5B invested in Starbucks in 2022 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 900 increasing their positions, 836 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,153
Holders Change
+20
Holders Change %
+0.94%
% of All Funds
37.23%
Holding in Top 10
57
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+58.33%
% of All Funds
0.99%
New
165
Increased
900
Reduced
836
Closed
119
Calls
$2.68B
Puts
$1.96B
Net Calls
+$717M
Net Calls Change
+$626M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
2001
Strategic Asset Management
Minnesota
$67K
ANBT
2002
American National Bank & Trust
Texas
$66K +$4.71K +56 +8%
AWM
2003
Abound Wealth Management
Tennessee
$65.8K +$65.8K +781 New
POIA
2004
Pin Oak Investment Advisors
Texas
$64K -$16.7K -200 -21%
BCMLT
2005
Beacon Capital Management LLC (Tennessee)
Tennessee
$63K -$2.36K -31 -4%
CWM
2006
CarsonAllaria Wealth Management
Illinois
$62K +$336 +4 +0.5%
ONST
2007
Old North State Trust
North Carolina
$61K +$61K +721 New
FFA
2008
Fairfield Financial Advisors
Massachusetts
$60.1K +$337 +4 +0.6%
RCC
2009
Red Cedar Capital
Nebraska
$59K
SCA
2010
Stuart Chaussee & Associates
California
$58K
PP
2011
PrairieView Partners
Minnesota
$58K
GEA
2012
Glen Eagle Advisors
New Jersey
$57.5K -$9.44K -112 -14%
AWM
2013
Accel Wealth Management
Iowa
$56K +$3.45K +39 +7%
IHWM
2014
Iron Horse Wealth Management
Iowa
$55K -$103K -1,230 -65%
CYG
2015
Clean Yield Group
Vermont
$53K
CA
2016
Centerpoint Advisors
Massachusetts
$53K
RDFA
2017
Ritter Daniher Financial Advisory
Ohio
$52K
MME
2018
Meag Munich Ergo
Germany
$51K
FEG
2019
Financial Enhancement Group
Indiana
$51K +$51K +600 New
JFGIW
2020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50K -$78.9K -925 -61%
RA
2021
Rise Advisors
New York
$50K +$168 +2 +0.3%
EWM
2022
Evermay Wealth Management
Virginia
$50K +$1.77K +21 +4%
HL
2023
Harding Loevner
New Jersey
$49K
CTB
2024
Country Trust Bank
Illinois
$47K
EARNEST Partners
2025
EARNEST Partners
Georgia
$46K