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Starbucks
SBUX

Overview Fund Activity

2,427 hedge funds and large institutions have $74.7B invested in Starbucks in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,007 increasing their positions, 993 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,427
Holders Change
-18
Holders Change %
-0.74%
% of All Funds
35.18%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
170
Increased
1,007
Reduced
993
Closed
154
Calls
$2.17B
Puts
$1.77B
Net Calls
+$400M
Net Calls Change
+$249M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$838M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$415M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$265M
4
Capital World Investors
Capital World Investors
California
+$258M
5
VanEck Associates
VanEck Associates
New York
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
PIF
Public Investment Fund
Saudi Arabia
-$606M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$432M
4
AIM
Alphinity Investment Management
Australia
-$342M
5
Renaissance Technologies
Renaissance Technologies
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
2001
Sage Rhino Capital
California
$256K -$18.2K -199 -7%
OCPWS
2002
One Charles Private Wealth Services
Massachusetts
$255K +$2.83K +31 +1%
AM
2003
Atwater Malick
Pennsylvania
$255K +$16.8K +184 +7%
CAWM
2004
Capital Advisors Wealth Management
Washington
$253K -$7.95K -87 -3%
PAM
2005
Peak Asset Management
Colorado
$253K -$457 -5 -0.2%
IFPG
2006
Intrepid Financial Planning Group
Indiana
$252K +$640 +7 +0.3%
KA
2007
Klingman & Associates
New York
$252K +$3.2K +35 +1%
LP
2008
LGL Partners
Pennsylvania
$252K -$96.3K -1,054 -28%
LA
2009
Lifeworks Advisors
Michigan
$252K +$252K +2,753 New
MAM
2010
Milestone Asset Management
Pennsylvania
$251K +$251K +2,748 New
SW
2011
StrongBox Wealth
Missouri
$251K -$30.3K -332 -11%
JC
2012
JB Capital
Connecticut
$251K -$10.6K -116 -4%
JWA
2013
JFS Wealth Advisors
Pennsylvania
$250K -$23.9K -261 -9%
MFA
2014
Mayflower Financial Advisors
Massachusetts
$250K -$12.2K -150 -5%
PWA
2015
Physician Wealth Advisors
Utah
$249K -$3.08K -36 -1%
THWM
2016
Taylor Hoffman Wealth Management
Virginia
$249K – – –
BHC
2017
Bowen Hanes & Co
Florida
$249K – – –
IA
2018
Insight Advisors
Pennsylvania
$248K – – –
RFS
2019
Richardson Financial Services
Massachusetts
$248K +$37K +405 +18%
FEM
2020
Fulcrum Equity Management
Texas
$248K +$248K +2,709 New
SHGA
2021
Sand Hill Global Advisors
California
$248K -$169K -1,851 -41%
BWP
2022
Balboa Wealth Partners
Arizona
$247K -$12.6K -138 -5%
FF
2023
Francis Financial
$247K +$43.5K +476 +21%
TW
2024
TrinityPoint Wealth
Connecticut
$247K +$27.8K +304 +13%
SAF
2025
Smith Anglin Financial
Texas
$246K +$4.2K +46 +2%
79 80
81
82 83