SBUX icon

Starbucks

2,360 hedge funds and large institutions have $84.3B invested in Starbucks in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 891 increasing their positions, 1,014 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
37.77%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.07%
New
184
Increased
891
Reduced
1,014
Closed
98
Calls
$3.19B
Puts
$1.93B
Net Calls
+$1.27B
Net Calls Change
+$441M
Name Holding Trade Value Shares
Change
Shares
Change %
GFP
2001
Gryphon Financial Partners
Ohio
$240K -$14.6K -140 -6%
SFA
2002
Souders Financial Advisors
Ohio
$240K +$14.1K +135 +6%
RPCA
2003
Running Point Capital Advisors
California
$240K
LFG
2004
Lockerman Financial Group
California
$239K
JWA
2005
JFS Wealth Advisors
Pennsylvania
$239K -$501K -4,811 -68%
I2I
2006
Insight 2811 Inc
Illinois
$239K -$6.04K -58 -2%
MWP
2007
Meridian Wealth Partners
Pennsylvania
$239K +$6.56K +63 +3%
AR
2008
Apeiron RIA
Texas
$239K +$13.9K +133 +6%
FW
2009
FirstPurpose Wealth
Utah
$238K +$13.7K +132 +6%
MWM
2010
Moran Wealth Management
Florida
$237K +$237K +2,280 New
NRWA
2011
North Ridge Wealth Advisors
Oregon
$237K +$237K +2,280 New
SC
2012
Sonen Capital
California
$237K -$188K -1,804 -44%
WWC
2013
Waypoint Wealth Counsel
Georgia
$236K -$729 -7 -0.3%
GC
2014
Gibson Capital
Pennsylvania
$235K
AWM
2015
Accurate Wealth Management
Florida
$235K +$101K +960 +75%
WP
2016
WealthShield Partners
North Carolina
$235K -$7.71K -74 -3%
EA
2017
Emerald Advisors
Washington
$235K -$4.79K -46 -2%
GSC
2018
Grey Street Capital
Illinois
$235K +$235K +2,256 New
FWM
2019
FFT Wealth Management
Pennsylvania
$235K +$20.6K +198 +10%
LHEI
2020
Leo H. Evart Inc
California
$234K +$104 +1 +0%
BCAM
2021
Boston Common Asset Management
Massachusetts
$234K
MMPW
2022
Mitchell McLeod Pugh & Williams
Alabama
$233K -$3.33K -32 -1%
TFCP
2023
Twin Focus Capital Partners
Massachusetts
$233K
ZIM
2024
Zacks Investment Management
Illinois
$232K +$6.98K +67 +3%
WLPWM
2025
Walled Lake Planning & Wealth Management
Illinois
$232K +$232K +2,224 New