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2,253 hedge funds and large institutions have $65.8B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 816 increasing their positions, 1,068 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 72.4%74.61% (+2.2%)

7% less call options, than puts

Call options by funds: $2.82B | Put options by funds: $3.02B

8% less funds holding

Funds holding: 2,4422,253 (-189)

12% less capital invested

Capital invested by funds: $74.8B → $65.8B (-$9B)

24% less repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 1,068

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

49% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 314

Holders
2,253
Holders Change
-189
Holders Change %
-7.74%
% of All Funds
32.53%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
159
Increased
816
Reduced
1,068
Closed
314
Calls
$2.82B
Puts
$3.02B
Net Calls
-$198M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
2026
Fairscale Capital
New Hampshire
$93K +$100K +1,231 New
CWM
2027
CarsonAllaria Wealth Management
Illinois
$92.6K +$44.7K +549 +86%
GBT
2028
Grove Bank & Trust
Florida
$89.9K
LWA
2029
Lowe Wealth Advisors
Maryland
$89.8K +$3.67K +45 +4%
SFCL
2030
Strengthening Families & Communities LLC
Massachusetts
$89K +$93.2K +1,144 New
CAS
2031
Coppell Advisory Solutions
Texas
$87.8K +$91.9K +1,128 New
CCA
2032
Catalyst Capital Advisors
New York
$85.6K +$1.87K +23 +2%
VAMG
2033
Voisard Asset Management Group
Michigan
$85.6K +$73.3K +900 +450%
DFA
2034
DHJJ Financial Advisors
Illinois
$85.3K
GTAM
2035
Global Trust Asset Management
Florida
$84K +$570 +7 +0.7%
FMTCOCP
2036
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$82K -$5.21K -64 -6%
SL
2037
Salomon & Ludwin
Virginia
$81.4K -$103K -1,264 -55%
MFA
2038
McClarren Financial Advisors
Pennsylvania
$81K -$39.1K -480 -61%
GG
2039
Gleason Group
Kentucky
$80.6K +$652 +8 +0.8%
CCM
2040
Chilton Capital Management
Texas
$78.6K +$12.4K +152 +18%
C
2041
Covestor
United Kingdom
$78K +$21.4K +263 +36%
ACA
2042
American Capital Advisory
Idaho
$77.6K -$1.47K -18 -2%
PSB
2043
Piscataqua Savings Bank
New Hampshire
$76.7K
CLOS
2044
Compagnie Lombard Odier SCmA
Switzerland
$76.3K -$38.7K -475 -33%
PPA
2045
Painted Porch Advisors
California
$74.1K +$77.5K +952 New
BAM
2046
Byrne Asset Management
New Jersey
$73.7K -$24K -295 -24%
LIA
2047
Lynx Investment Advisory
District of Columbia
$73.7K +$77K +946 New
CTB
2048
Country Trust Bank
Illinois
$72.9K +$25.2K +310 +50%
MAM
2049
Meeder Asset Management
Ohio
$72.3K -$177K -2,171 -70%
PWMG
2050
Private Wealth Management Group
New Jersey
$71.8K -$22.3K -274 -23%

SBUX Hedge Fund Activity: Q2 2024 in Review

2,253 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2024, worth a combined $65.8B — down 12% from $74.8B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of SBUX and 159 opened new positions — a net loss of 155 holders — while 1,068 trimmed existing stakes and 816 added.

The largest buyer was Barclays, adding an estimated $1.2B. The largest seller was Royal Bank of Canada, cutting an estimated $510M.

  • 2,253 institutional investors held Starbucks (SBUX) as of Q2 2024, down from 2,442 in Q1 2024.
  • Funds reported $65.8B of Starbucks stock for Q2 2024, down 12% quarter-over-quarter.
  • 159 funds opened new Starbucks positions in Q2 2024 and 314 closed out, a net change of -155 holders.
  • The largest Starbucks buyer in Q2 2024 was Barclays, an estimated $1.2B added.
  • The largest Starbucks seller in Q2 2024 was Royal Bank of Canada, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2024.