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Starbucks
SBUX

Overview Fund Activity

2,237 hedge funds and large institutions have $65.7B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 809 increasing their positions, 1,062 reducing their positions, and 313 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-190
Holders Change %
-7.83%
% of All Funds
32.53%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
158
Increased
809
Reduced
1,062
Closed
313
Calls
$2.82B
Puts
$3.02B
Net Calls
-$200M
Net Calls Change
-$600M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$1.15B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$577M
3
Citadel Advisors
Citadel Advisors
Florida
+$326M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$275M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$271M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$487M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
3
GA
GFS Advisors
Texas
-$239M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Invesco
Invesco
Georgia
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
HGERS
2001
Householder Group Estate & Retirement Specialist
Arizona
$103K -$191K -2,465 -65%
W
2002
WealthCollab
Washington
$101K -$78 -1 -0.1%
RI
2003
Ridgewood Investments
New Jersey
$101K +$101K +1,298 New
GJIA
2004
Glass Jacobson Investment Advisors
Maryland
$101K +$3.89K +50 +4%
ATC
2005
Advantage Trust Company
Kansas
$100K – – –
BHWM
2006
Beaird Harris Wealth Management
Texas
$100K -$3.19K -41 -3%
NCM
2007
Northwest Capital Management
Oregon
$98.7K -$88.7K -1,139 -47%
BONH
2008
Bank of New Hampshire
New Hampshire
$98.4K -$78.2K -1,005 -44%
JEST
2009
JTC Employer Solutions Trustee
Jersey
$97K – – –
CJL
2010
Cyrus J. Lawrence
New York
$96K -$2.55M -33,030 -96%
AT
2011
Arlington Trust
Alabama
$93.7K -$85.2K -1,094 -48%
FC
2012
Fairscale Capital
New Hampshire
$93K +$93K +1,231 New
CWM
2013
CarsonAllaria Wealth Management
Illinois
$92.6K +$42.8K +549 +86%
GBT
2014
Grove Bank & Trust
Florida
$89.9K – – –
LWA
2015
Lowe Wealth Advisors
Maryland
$89.8K +$3.5K +45 +4%
SFCL
2016
Strengthening Families & Communities LLC
Massachusetts
$89K +$89K +1,144 New
CAS
2017
Coppell Advisory Solutions
Texas
$87.8K +$87.8K +1,128 New
CCA
2018
Catalyst Capital Advisors
New York
$85.6K +$1.79K +23 +2%
VAMG
2019
Voisard Asset Management Group
Michigan
$85.6K +$70.1K +900 +450%
DFA
2020
DHJJ Financial Advisors
Illinois
$85.3K – – –
GTAM
2021
Global Trust Asset Management
Florida
$84K +$545 +7 +0.7%
FMTCOCP
2022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K -$5K -64 -6%
SL
2023
Salomon & Ludwin
Virginia
$81.4K -$98.4K -1,264 -55%
MFA
2024
McClarren Financial Advisors
Pennsylvania
$81K -$125K -480 -61%
GG
2025
Gleason Group
Kentucky
$80.6K +$623 +8 +0.8%
79 80
81
82 83