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Starbucks

2,445 hedge funds and large institutions have $80.7B invested in Starbucks in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 966 increasing their positions, 940 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+153
Holders Change %
+6.68%
% of All Funds
35.84%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.62%
New
302
Increased
966
Reduced
940
Closed
109
Calls
$2.05B
Puts
$1.9B
Net Calls
+$152M
Net Calls Change
-$68.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BGAI
2001
Bruce G. Allen Investments
Colorado
$258K +$258K +2,684 New
CPRC
2002
Consolidated Portfolio Review Corp
New York
$257K -$11.3K -118 -4%
PAMG
2003
Patton Albertson Miller Group
Tennessee
$256K -$5.47K -57 -2%
SAM
2004
Synergy Asset Management
Washington
$256K -$23.6K -246 -8%
SFA
2005
Souders Financial Advisors
Ohio
$256K +$256K +2,664 New
JFA
2006
JNBA Financial Advisors
Minnesota
$255K -$1.92K -20 -0.7%
LCM
2007
Liberty Capital Management
Michigan
$255K
GWA
2008
Gratus Wealth Advisors
Virginia
$255K +$255K +2,654 New
SAF
2009
Smith Anglin Financial
Texas
$254K -$4.32K -45 -2%
MMPW
2010
Mitchell McLeod Pugh & Williams
Alabama
$253K
WA
2011
Wealth Architects
California
$253K +$8.35K +87 +3%
BONH
2012
Bank of New Hampshire
New Hampshire
$252K -$18.5K -193 -7%
VWM
2013
Venturi Wealth Management
Texas
$252K +$14.3K +149 +6%
VC
2014
Vestor Capital
Illinois
$251K -$6.92K -72 -3%
CWM
2015
Centric Wealth Management
Illinois
$251K -$11.1K -120 -4%
CA
2016
Carson Advisory
Georgia
$251K +$1.82K +19 +0.7%
TCPWM
2017
Traverso Chambers Private Wealth Management
California
$250K +$192 +2 +0.1%
HA
2018
Hofer & Associates
California
$250K -$7.59K -79 -3%
AM
2019
Atwater Malick
Pennsylvania
$250K
AWM
2020
AllSquare Wealth Management
New York
$250K
Jacobs Levy Equity Management
2021
Jacobs Levy Equity Management
New Jersey
$248K +$248K +2,579 New
AWAG
2022
ARS Wealth Advisors Group
Florida
$247K +$2.69K +28 +1%
AFG
2023
Allegheny Financial Group
Pennsylvania
$247K +$5.09K +53 +2%
HA
2024
Herold Advisors
New York
$247K +$14.4K +150 +6%
WP
2025
WealthShield Partners
North Carolina
$247K +$30K +312 +14%