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Starbucks

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
RPCA
2001
Running Point Capital Advisors
California
$229K +$495 +5 +0.2%
LFG
2002
Lockerman Financial Group
California
$228K
MWP
2003
Meridian Wealth Partners
Pennsylvania
$228K +$594 +6 +0.3%
JWA
2004
JFS Wealth Advisors
Pennsylvania
$227K -$594 -6 -0.3%
CWS
2005
Confluence Wealth Services
Pennsylvania
$227K -$16.7K -169 -7%
GC
2006
Gibson Capital
Pennsylvania
$226K +$2.08K +21 +0.9%
LB
2007
Leo Brokerage
Texas
$225K +$225K +2,276 New
AR
2008
Advisory Research
Illinois
$225K +$225K +2,273 New
SC
2009
Sonen Capital
California
$225K
JFGIW
2010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$225K +$71.1K +718 +46%
PSF
2011
Pacific Sun Financial
California
$224K +$224K +2,151 New
WP
2012
WealthShield Partners
North Carolina
$224K +$198 +2 +0.1%
SFS
2013
Summit Financial Strategies
Ohio
$224K +$33.1K +334 +17%
LHEI
2014
Leo H. Evart Inc
California
$223K +$198 +2 +0.1%
FC
2015
Fusion Capital
South Carolina
$222K -$9.51K -96 -4%
MMPW
2016
Mitchell McLeod Pugh & Williams
Alabama
$222K
LCGC
2017
Legacy Capital Group California
California
$221K +$221K +2,233 New
CIP
2018
Convergence Investment Partners
Florida
$221K -$7.91K -80 -3%
NRWA
2019
North Ridge Wealth Advisors
Oregon
$221K -$5.05K -51 -2%
JSW
2020
Journey Strategic Wealth
New Jersey
$221K -$279K -2,814 -56%
WLPWM
2021
Walled Lake Planning & Wealth Management
Illinois
$220K
AIP
2022
Almanack Investment Partners
Pennsylvania
$220K +$11.8K +119 +6%
WPC
2023
White Pine Capital
Minnesota
$220K +$19.8K +200 +10%
RRA
2024
Round Rock Advisors
Connecticut
$220K +$6.54K +66 +3%
WWM
2025
Wolff Wiese Magana
California
$219K -$19.1K -193 -8%