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2,253 hedge funds and large institutions have $65.8B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 816 increasing their positions, 1,068 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 72.4%74.61% (+2.2%)

7% less call options, than puts

Call options by funds: $2.82B | Put options by funds: $3.02B

8% less funds holding

Funds holding: 2,4422,253 (-189)

12% less capital invested

Capital invested by funds: $74.8B → $65.8B (-$9B)

24% less repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 1,068

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

49% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 314

Holders
2,253
Holders Change
-189
Holders Change %
-7.74%
% 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
159
Increased
816
Reduced
1,068
Closed
314
Calls
$2.82B
Puts
$3.02B
Net Calls
-$198M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2001
Concord Wealth Partners
Virginia
$126K -$49.4K -606 -27%
SCM
2002
Silvant Capital Management
Georgia
$125K
LIA
2003
Luken Investment Analytics
Tennessee
$125K
CWM
2004
Compass Wealth Management
Connecticut
$124K -$9.12K -112 -7%
USB
2005
Union Savings Bank
Connecticut
$124K -$22.4K -275 -15%
HNB
2006
Hilltop National Bank
Wyoming
$123K +$95.8K +1,176 +293%
CPG
2007
Cornerstone Planning Group
New Jersey
$121K -$11.3K -139 -8%
RA
2008
Rise Advisors
New York
$120K +$733 +9 +0.6%
MA
2009
MCF Advisors
Kentucky
$119K -$71.6K -879 -37%
GFPC
2010
Global Financial Private Client
Florida
$119K -$15.6K -192 -11%
BIM
2011
Breakwater Investment Management
Washington
$118K
VCM
2012
Versant Capital Management
Arizona
$115K -$15K -184 -11%
WFS
2013
Widmann Financial Services
Maryland
$104K +$109K +1,336 New
WPWM
2014
Western Pacific Wealth Management
Illinois
$103K -$48.9K -601 -31%
HGERS
2015
Householder Group Estate & Retirement Specialist
Arizona
$103K -$201K -2,465 -65%
W
2016
WealthCollab
Washington
$101K -$81 -1 -0.1%
RI
2017
Ridgewood Investments
New Jersey
$101K +$106K +1,298 New
GJIA
2018
Glass Jacobson Investment Advisors
Maryland
$101K +$4.07K +50 +4%
ATC
2019
Advantage Trust Company
Kansas
$100K
BHWM
2020
Beaird Harris Wealth Management
Texas
$100K -$3.34K -41 -3%
NCM
2021
Northwest Capital Management
Oregon
$98.7K -$92.8K -1,139 -47%
BONH
2022
Bank of New Hampshire
New Hampshire
$98.4K -$81.8K -1,005 -44%
JEST
2023
JTC Employer Solutions Trustee
Jersey
$97K
CJL
2024
Cyrus J. Lawrence
New York
$96K -$2.69M -33,030 -96%
AT
2025
Arlington Trust
Alabama
$93.7K -$89.1K -1,094 -48%

SBUX Hedge Fund Activity: Q2 2024 in Review

2,253 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2024, worth a combined $65.8B — down 12% from $74.8B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of SBUX and 159 opened new positions — a net loss of 155 holders — while 1,068 trimmed existing stakes and 816 added.

The largest buyer was Barclays, adding an estimated $1.2B. The largest seller was Royal Bank of Canada, cutting an estimated $510M.

  • 2,253 institutional investors held Starbucks (SBUX) as of Q2 2024, down from 2,442 in Q1 2024.
  • Funds reported $65.8B of Starbucks stock for Q2 2024, down 12% quarter-over-quarter.
  • 159 funds opened new Starbucks positions in Q2 2024 and 314 closed out, a net change of -155 holders.
  • The largest Starbucks buyer in Q2 2024 was Barclays, an estimated $1.2B added.
  • The largest Starbucks seller in Q2 2024 was Royal Bank of Canada, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2024.