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Starbucks
SBUX

Overview Fund Activity

2,303 hedge funds and large institutions have $87.4B invested in Starbucks in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 847 increasing their positions, 1,017 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,303
Holders Change
-69
Holders Change %
-2.91%
% of All Funds
30.86%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.21%
New
158
Increased
847
Reduced
1,017
Closed
184
Calls
$2.78B
Puts
$2.48B
Net Calls
+$292M
Net Calls Change
-$550M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$3.78B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$486M
4
Polen Capital Management
Polen Capital Management
Florida
+$416M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$329M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$822M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$307M
4
Jennison Associates
Jennison Associates
New York
-$259M
5
Morgan Stanley
Morgan Stanley
New York
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
2001
MASECO Private Wealth
$159K +$159K +1,735 New
HBT
2002
Hills Bank & Trust
Iowa
$155K -$3.21K -35 -2%
ATC
2003
Advantage Trust Company
Kansas
$155K +$36.7K +400 +31%
DWM
2004
Darwin Wealth Management
Florida
$153K +$55.6K +607 +57%
MCM
2005
MV Capital Management
Maryland
$153K -$5.77K -63 -4%
RI
2006
Ridgewood Investments
New Jersey
$153K -$9.16K -100 -6%
USB
2007
Union Savings Bank
Connecticut
$151K – – –
MTC
2008
Matrix Trust Company
Colorado
$150K +$23.5K +256 +19%
SCM
2009
Silvant Capital Management
Georgia
$147K – – –
LIA
2010
Luken Investment Analytics
Tennessee
$147K – – –
PMFA
2011
Plante Moran Financial Advisors
Michigan
$146K -$7.61K -83 -5%
OPTFSNA
2012
Old Point Trust & Financial Services N A
Virginia
$144K – – –
TPWA
2013
Twin Peaks Wealth Advisors
California
$143K +$143K +1,532 New
AT
2014
Avalon Trust
New Mexico
$143K -$75.5K -824 -35%
WSCM
2015
Wellington Shields Capital Management
New York
$142K – – –
WTFG
2016
Wood Tarver Financial Group
Idaho
$142K +$12.1K +133 +9%
BFPW
2017
BOK Financial Private Wealth
Colorado
$141K – – –
RA
2018
Rise Advisors
New York
$141K -$183 -2 -0.1%
FNWA
2019
Financial Network Wealth Advisors
Utah
$138K -$124K -1,351 -47%
BT
2020
Banque Transatlantique
France
$133K – – –
AAM
2021
Alphadyne Asset Management
New York
$131K +$131K +1,431 New
TFIPS
2022
Towarzystwo Funduszy Inwestycyjnych PZU SA
$131K +$19.2K +210 +17%
BIM
2023
Breakwater Investment Management
Washington
$130K – – –
QPBE
2024
Quintet Private Bank (Europe)
Luxembourg
$128K -$2.1M -22,940 -94%
SC
2025
Solstein Capital
California
$127K +$97.7K +1,066 +335%
79 80
81
82 83