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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 %
NC
2051
North Capital
Utah
$89.5K – – –
PPA
2052
Painted Porch Advisors
California
$89.1K +$550 +6 +0.6%
HRC
2053
Hoertkorn Richard Charles
$87K -$9.16K -100 -10%
FC
2054
Fairscale Capital
New Hampshire
$86.6K – – –
PW
2055
Pandora Wealth
Illinois
$85.7K – – –
OCM
2056
Osterweis Capital Management
California
$84.3K -$1.37K -15 -2%
MLA
2057
MB, Levis & Associates
Pennsylvania
$84K – – –
POIA
2058
Pin Oak Investment Advisors
Texas
$83K +$36.3K +374 +78%
BAM
2059
Byrne Asset Management
New Jersey
$82K -$90.2K -920 Closed
CM
2060
Capula Management
Cayman Islands
$81.7K -$124K -1,357 -60%
FAM
2061
Flaharty Asset Management
Florida
$80.3K – – –
GKIM
2062
GW&K Investment Management
Massachusetts
$77K +$16.5K +179 +27%
DFA
2063
DHJJ Financial Advisors
Illinois
$75.2K -$458 -5 -0.6%
TCM
2064
Traub Capital Management
Massachusetts
$74.5K +$74.5K +813 New
CWP
2065
Concord Wealth Partners
Virginia
$73.2K -$9.44K -103 -11%
PWS
2066
Peterson Wealth Services
Utah
$72.6K +$458 +5 +0.6%
BCMLT
2067
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.3K -$275 -3 -0.4%
OW
2068
Olistico Wealth
Oklahoma
$72.3K – – –
VC
2069
Vestor Capital
Illinois
$72K -$149K -1,757 -67%
LI
2070
LRI Investments
Florida
$71.4K -$97.3K -1,061 -58%
CT
2071
Colonial Trust
South Carolina
$71K -$3.85K -42 -5%
TIM
2072
Tortoise Investment Management
New York
$68.3K +$6.05K +66 +10%
HBW
2073
Hazlett, Burt & Watson
West Virginia
$68K -$25.2K -280 -27%
CNBTD
2074
Citizens National Bank Trust Department
Mississippi
$67.3K -$1.83K -20 -3%
KTC
2075
Kentucky Trust Company
Kentucky
$66.9K – – –
81 82
83
84 85