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Starbucks

2,248 hedge funds and large institutions have $77.7B invested in Starbucks in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 799 increasing their positions, 1,033 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less repeat investments, than reductions

Existing positions increased: 799 | Existing positions reduced: 1,033

25% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 170

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
2,248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.84B
Puts
$2.24B
Net Calls
Net Calls Change

Top Buyers

1 +$785M
2 +$242M
3 +$204M
4
BlackRock
BlackRock
New York
+$182M
5
Wells Fargo
Wells Fargo
California
+$160M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
2001
Peterson Wealth Services
Utah
$67.5K
DCM
2002
Davis Capital Management
Florida
$67.1K
AG
2003
AmeriFlex Group
Nevada
$67K
CWP
2004
Concord Wealth Partners
Virginia
$66K
GKIM
2005
GW&K Investment Management
Massachusetts
$65K
TIM
2006
Tortoise Investment Management
New York
$63K
KTC
2007
Kentucky Trust Company
Kentucky
$61.8K
SWIM
2008
Smallwood Wealth Investment Management
New Jersey
$61.4K
BAM
2009
Byrne Asset Management
New Jersey
$60.5K
A
2010
AlphaQuest
New York
$59.8K
SOW
2011
State of Wyoming
Wyoming
$58.9K
1IA
2012
1620 Investment Advisors
Massachusetts
$58K
OCM
2013
Osterweis Capital Management
California
$58K
ACA
2014
American Capital Advisory
Idaho
$57.5K
BMC
2015
Bear Mountain Capital
Washington
$57K
AAG
2016
Armstrong Advisory Group
Massachusetts
$56.3K
WWM
2017
Wolff Wiese Magana
California
$55.3K
RDFA
2018
Ritter Daniher Financial Advisory
Ohio
$55.2K
HBW
2019
Hazlett, Burt & Watson
West Virginia
$55K
GWSA
2020
Global Wealth Strategies & Associates
Colorado
$55K
MFC
2021
Mechanics Financial Corp
Ohio
$54.6K
CCMI
2022
Creative Capital Management Investments
California
$54.2K
OCM
2023
Orion Capital Management
California
$54.1K
PCFFS
2024
Pacific Center for Financial Services
California
$53.5K
PWAM
2025
Private Wealth Asset Management
Iowa
$53.3K