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Starbucks

2,322 hedge funds and large institutions have $87.2B invested in Starbucks in 2025 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 854 increasing their positions, 1,022 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

15% less first-time investments, than exits

New positions opened: 160 | Existing positions closed: 188

16% less repeat investments, than reductions

Existing positions increased: 854 | Existing positions reduced: 1,022

36% less funds holding in top 10

Funds holding in top 10: 2516 (-9)

Holders
2,322
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.78B
Puts
$2.48B
Net Calls
Net Calls Change

Top Buyers

1 +$3.78B
2 +$909M
3 +$486M
4
Polen Capital Management
Polen Capital Management
Florida
+$416M
5
Goldman Sachs
Goldman Sachs
New York
+$287M

Top Sellers

1 -$1.12B
2 -$822M
3 -$307M
4
Jennison Associates
Jennison Associates
New York
-$259M
5
Morgan Stanley
Morgan Stanley
New York
-$201M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2001
Paladin Advisory Group
Iowa
$184K
SPM
2002
Symmetry Peak Management
Pennsylvania
$176K
AWM
2003
AllSquare Wealth Management
New York
$174K
FRA
2004
Front Row Advisors
California
$174K
DWA
2005
Dougherty Wealth Advisers
Minnesota
$171K
OP
2006
ORG Partners
Indiana
$169K
CFD
2007
Creative Financial Designs
Indiana
$169K
SL
2008
Salomon & Ludwin
Virginia
$168K
RF
2009
Rossby Financial
Florida
$168K
BSC
2010
Brown Shipley & Co
United Kingdom
$168K
HNB
2011
Hilltop National Bank
Wyoming
$166K
Kayne Anderson Rudnick Investment Management
2012
Kayne Anderson Rudnick Investment Management
California
$166K
MA
2013
MCF Advisors
Kentucky
$164K
CFS
2014
CGC Financial Services
Oregon
$163K
SOAMC
2015
Spirit of America Management Corp
New York
$160K
MPW
2016
MASECO Private Wealth
$159K
HBT
2017
Hills Bank & Trust
Iowa
$155K
ATC
2018
Advantage Trust Company
Kansas
$155K
DWM
2019
Darwin Wealth Management
Florida
$153K
MCM
2020
MV Capital Management
Maryland
$153K
RI
2021
Ridgewood Investments
New Jersey
$153K
USB
2022
Union Savings Bank
Connecticut
$151K
MTC
2023
Matrix Trust Company
Colorado
$150K
SCM
2024
Silvant Capital Management
Georgia
$147K
LIA
2025
Luken Investment Analytics
Tennessee
$147K