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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 %
DRP
2026
Decker Retirement Planning
Utah
$127K +$105K +1,150 +498%
CLOS
2027
Compagnie Lombard Odier SCmA
Switzerland
$125K +$1.1K +12 +0.9%
CAM
2028
Costello Asset Management
Pennsylvania
$123K +$458 +5 +0.4%
WPWM
2029
Western Pacific Wealth Management
Illinois
$121K – – –
BHWM
2030
Beaird Harris Wealth Management
Texas
$121K -$13.9K -152 -10%
PC
2031
Promus Capital
Illinois
$120K – – –
NCM
2032
Northwest Capital Management
Oregon
$112K -$32.1K -350 -22%
FFC
2033
First Financial Corp
Indiana
$109K -$230K -2,511 -68%
WSC
2034
Wellington Shields & Co
New York
$106K -$9.62K -105 -8%
LWA
2035
Lowe Wealth Advisors
Maryland
$104K – – –
ECM
2036
Elgethun Capital Management
South Dakota
$102K – – –
CWM
2037
CarsonAllaria Wealth Management
Illinois
$102K +$1.1K +12 +1%
MWM
2038
MorganRosel Wealth Management
Colorado
$102K +$45.8K +500 +82%
PWMG
2039
Private Wealth Management Group
New Jersey
$98.1K +$1.38K +15 +1%
HWM
2040
Hemington Wealth Management
Virginia
$95K +$1.55K +17 +2%
EPIMS
2041
Evelyn Partners Investment Management Services
$94.6K +$77.2K +889 +445%
CTB
2042
Country Trust Bank
Illinois
$94.3K +$28.1K +307 +43%
AW
2043
Avion Wealth
Texas
$94K -$68.5K -753 -42%
GG
2044
Gleason Group
Kentucky
$94K +$733 +8 +0.8%
FDCP
2045
Foster Dykema Cabot & Partners
Massachusetts
$92.9K – – –
FF
2046
Finley Financial
Nevada
$92.4K – – –
CVM
2047
Cheviot Value Management
California
$92.2K +$92 +1 +0.1%
PP
2048
Pingora Partners
Wyoming
$91.6K – – –
W
2049
WealthCollab
Washington
$91.6K – – –
WB
2050
Webster Bank
Connecticut
$91.2K +$22.4K +245 +33%
80 81
82
83 84