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Starbucks
SBUX

Overview Fund Activity

2,302 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, 848 increasing their positions, 1,015 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
-70
Holders Change %
-2.95%
% 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
848
Reduced
1,015
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 %
CLOS
2026
Compagnie Lombard Odier SCmA
Switzerland
$125K +$1.1K +12 +0.9%
CAM
2027
Costello Asset Management
Pennsylvania
$123K +$458 +5 +0.4%
WPWM
2028
Western Pacific Wealth Management
Illinois
$121K – – –
BHWM
2029
Beaird Harris Wealth Management
Texas
$121K -$13.9K -152 -10%
PC
2030
Promus Capital
Illinois
$120K – – –
NCM
2031
Northwest Capital Management
Oregon
$112K -$32.1K -350 -22%
FFC
2032
First Financial Corp
Indiana
$109K -$230K -2,511 -68%
WSC
2033
Wellington Shields & Co
New York
$106K -$9.62K -105 -8%
LWA
2034
Lowe Wealth Advisors
Maryland
$104K – – –
ECM
2035
Elgethun Capital Management
South Dakota
$102K – – –
CWM
2036
CarsonAllaria Wealth Management
Illinois
$102K +$1.1K +12 +1%
MWM
2037
MorganRosel Wealth Management
Colorado
$102K +$45.8K +500 +82%
PWMG
2038
Private Wealth Management Group
New Jersey
$98.1K +$1.38K +15 +1%
HWM
2039
Hemington Wealth Management
Virginia
$95K +$1.55K +17 +2%
EPIMS
2040
Evelyn Partners Investment Management Services
$94.6K +$77.2K +889 +445%
CTB
2041
Country Trust Bank
Illinois
$94.3K +$28.1K +307 +43%
AW
2042
Avion Wealth
Texas
$94K -$68.5K -753 -42%
GG
2043
Gleason Group
Kentucky
$94K +$733 +8 +0.8%
FDCP
2044
Foster Dykema Cabot & Partners
Massachusetts
$92.9K – – –
FF
2045
Finley Financial
Nevada
$92.4K – – –
CVM
2046
Cheviot Value Management
California
$92.2K +$92 +1 +0.1%
PP
2047
Pingora Partners
Wyoming
$91.6K – – –
W
2048
WealthCollab
Washington
$91.6K – – –
WB
2049
Webster Bank
Connecticut
$91.2K +$22.4K +245 +33%
AT
2050
Arlington Trust
Alabama
$89.9K +$275 +3 +0.3%
80 81
82
83 84