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Starbucks

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
2026
Morningstar Investment Management
Illinois
$219K
FNBOSM
2027
First National Bank of South Miami
Florida
$219K -$396 -4 -0.2%
ATFA
2028
All Terrain Financial Advisors
Minnesota
$219K
CWP
2029
Concord Wealth Partners
Virginia
$219K +$57.3K +578 +35%
PA
2030
PSI Advisors
Florida
$219K +$35.4K +357 +19%
WB
2031
Webster Bank
Connecticut
$218K +$22.3K +225 +11%
OFW
2032
Omnia Family Wealth
Florida
$218K
BFC
2033
Blue Fin Capital
Rhode Island
$217K +$99 +1 +0%
FNC
2034
First National Corp
Massachusetts
$217K +$2.48K +25 +1%
WCM
2035
Wedge Capital Management
North Carolina
$216K -$15K -151 -6%
BONST
2036
Bank of Nova Scotia Trust
Ontario, Canada
$215K -$57.6K -581 -21%
JJBC
2037
James J. Burns & Company
New York
$215K +$23.2K +233 +12%
WPWM
2038
Western Pacific Wealth Management
Illinois
$215K -$20.7K -209 -9%
DA
2039
Detalus Advisors
Missouri
$215K
RWA
2040
Redhawk Wealth Advisors
Minnesota
$215K +$215K +2,169 New
ZIM
2041
Zacks Investment Management
Illinois
$214K -$5.94K -60 -3%
UCIG
2042
Ulrich Consultants & Investment Group
New Mexico
$214K
CSIA
2043
Charles Schwab Investment Advisory
California
$214K -$27.5K -278 -11%
WA
2044
Wealth Architects
California
$214K -$594 -6 -0.3%
IWP
2045
Invenio Wealth Partners
Florida
$213K +$213K +2,150 New
CFD
2046
Creative Financial Designs
Indiana
$212K +$7.23K +73 +4%
PCM
2047
Presidio Capital Management
California
$212K
CG
2048
Cynosure Group
Utah
$212K +$212K +2,139 New
WC
2049
Waterloo Capital
Texas
$212K +$11.4K +115 +6%
MAM
2050
Meeder Asset Management
Ohio
$212K -$37.8K -382 -15%