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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
2001
PSI Advisors
Florida
$216K +$14.9K +163 +7%
BAM
2002
Boyar Asset Management
New York
$216K
SVWAG
2003
Sound View Wealth Advisors Group
Georgia
$216K +$20.9K +229 +11%
PHAM
2004
Palisades Hudson Asset Management
Florida
$215K
PWS
2005
Paragon Wealth Strategies
Florida
$214K +$214K +2,349 New
AWG
2006
Altus Wealth Group
Colorado
$213K -$12.3K -135 -5%
NRS
2007
Neville Rodie & Shaw
New York
$213K -$9.14K -100 -4%
CG
2008
CFO4Life Group
Texas
$213K -$10.7K -117 -5%
DWM
2009
Darwin Wealth Management
Florida
$213K -$9.58K -105 -4%
CIG
2010
Cascade Investment Group
Colorado
$212K
GD
2011
Grandfield & Dodd
New York
$212K +$18.3K +200 +9%
MWP
2012
Meridian Wealth Partners
Pennsylvania
$212K +$2.1K +23 +1%
BWP
2013
Balboa Wealth Partners
Arizona
$212K -$6.85K -75 -3%
LA
2014
LexAurum Advisors
Kansas
$211K -$1.28K -14 -0.6%
PCIG
2015
Partners Capital Investment Group
Massachusetts
$210K +$18.3K +201 +10%
RPCA
2016
Running Point Capital Advisors
California
$210K -$456 -5 -0.2%
LFG
2017
Lockerman Financial Group
California
$210K
OPCM
2018
Osborne Partners Capital Management
California
$210K -$21.3K -233 -9%
FC
2019
Fusion Capital
South Carolina
$210K +$5.11K +56 +2%
SAG
2020
Spotlight Asset Group
Illinois
$210K -$88.7K -972 -30%
WI
2021
WrapManager Inc
California
$209K +$209K +2,291 New
RFN
2022
Redwood Financial Network
Ohio
$208K -$39.4K -432 -16%
GC
2023
Gibson Capital
Pennsylvania
$208K
MW
2024
MBL Wealth
North Carolina
$208K -$284K -3,106 -58%
CCA
2025
Cora Capital Advisors
New Jersey
$208K -$12.7K -139 -6%