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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
OCM
2051
Osterweis Capital Management
California
$71.6K -$108K -1,320 -59%
TFIPS
2052
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.5K +$4.07K +50 +6%
YAL
2053
Your Advocates Ltd
Texas
$71.2K
MLA
2054
MB, Levis & Associates
Pennsylvania
$70.9K +$326 +4 +0.4%
TIM
2055
Tortoise Investment Management
New York
$68.4K -$22.7K -279 -24%
WB
2056
Webster Bank
Connecticut
$68.3K -$4.07K -50 -5%
KFS
2057
Kelly Financial Services
Massachusetts
$67.6K +$26.1K +321 +59%
TSWM
2058
Tyler-Stone Wealth Management
Ohio
$63.7K -$6.51K -80 -9%
EWP
2059
Elevation Wealth Partners
California
$63K -$12.1K -149 -16%
PGAM
2060
Princeton Global Asset Management
New Jersey
$62.8K
GJWM
2061
Gilliland Jeter Wealth Management
Arkansas
$61.2K +$64K +786 New
KWAG
2062
Kiely Wealth Advisory Group
North Carolina
$61K
MS
2063
Mizuho Securities
Japan
$59.9K +$62.7K +770 New
GEA
2064
Glen Eagle Advisors
New Jersey
$58.8K -$3.83K -47 -6%
CNBTD
2065
Citizens National Bank Trust Department
Mississippi
$58.8K
TCG
2066
Transcendent Capital Group
Oklahoma
$56.6K +$1.14K +14 +2%
PCMC
2067
Planning Capital Management Corporation
Pennsylvania
$55.2K -$40.3K -495 -41%
FMP
2068
Financial Management Professionals
Texas
$55K -$18.6K -229 -25%
CTA
2069
Colonial Trust Advisors
South Carolina
$54.8K -$1.55K -19 -3%
CCMI
2070
Creative Capital Management Investments
California
$54.1K
AAG
2071
Armstrong Advisory Group
Massachusetts
$54.1K +$2.44K +30 +5%
YDMI
2072
Y.D. More Investments
Israel
$54K -$535K -6,571 -90%
SCA
2073
Stuart Chaussee & Associates
California
$53.3K -$163K -2,000 -74%
DWS
2074
Dynamic Wealth Strategies
California
$53K
RDFA
2075
Ritter Daniher Financial Advisory
Ohio
$52.2K -$1.79K -22 -3%

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.