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Starbucks

2,372 hedge funds and large institutions have $88.9B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 847 increasing their positions, 1,050 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32.22%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
203
Increased
847
Reduced
1,050
Closed
159
Calls
$3.21B
Puts
$2.37B
Net Calls
+$842M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
2001
Summit Financial Strategies
Ohio
$216K +$216K +2,206 New
FMN
2002
Financial Management Network
California
$216K -$8.4K -105 -4%
AWM
2003
AllSquare Wealth Management
New York
$216K -$19.6K -200 -8%
VBFP
2004
Valtinson Bruner Financial Planning
Minnesota
$216K -$3.34K -34 -2%
HA
2005
Herold Advisors
New York
$215K +$215K +2,190 New
PK
2006
Pflug Koory
Nebraska
$215K
HL
2007
HeadInvest LLC
Maine
$215K +$215K +2,187 New
MA
2008
MBA Advisors
Pennsylvania
$214K +$214K +2,182 New
HA
2009
Helium Advisors
Washington
$213K -$15K -153 -7%
PAM
2010
Pacific Asset Management
Washington
$212K +$212K +2,164 New
5SA
2011
5th Street Advisors
Connecticut
$212K +$212K +2,160 New
HCA
2012
Harbour Capital Advisors
Virginia
$212K
PPWM
2013
Paragon Private Wealth Management
Kentucky
$212K +$212K +2,158 New
NRWA
2014
North Ridge Wealth Advisors
Oregon
$211K
ANB
2015
Amarillo National Bank
Texas
$211K +$211K +2,149 New
JF
2016
JSF Financial
California
$210K -$18.1K -184 -8%
OFP
2017
OFC Financial Planning
New Jersey
$210K +$210K +2,144 New
FHB
2018
First Hawaiian Bank
Hawaii
$210K -$885K -9,019 -81%
TWM
2019
Tradition Wealth Management
Minnesota
$210K +$210K +2,142 New
AIS
2020
AM Investment Strategies
Tennessee
$210K +$210K +2,143 New
SHFA
2021
SS&H Financial Advisors
Michigan
$210K +$210K +2,144 New
EMAM
2022
Encompass More Asset Management
California
$209K -$25.8K -263 -11%
PL
2023
Plancorp LLC
Missouri
$209K -$80.1K -817 -28%
CFG
2024
Cooper Financial Group
California
$209K +$209K +2,126 New
OWA
2025
Opal Wealth Advisors
New York
$208K +$208K +2,120 New