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Starbucks
SBUX

Overview Fund Activity

2,372 hedge funds and large institutions have $88.9B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 847 increasing their positions, 1,050 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-3
Holders Change %
-0.13%
% of All Funds
32.22%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
203
Increased
847
Reduced
1,050
Closed
159
Calls
$3.21B
Puts
$2.37B
Net Calls
+$842M
Net Calls Change
-$134M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$2.92B
2
Capital World Investors
Capital World Investors
California
+$1.92B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$873M
4
Jennison Associates
Jennison Associates
New York
+$818M
5
Polen Capital Management
Polen Capital Management
Florida
+$504M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$488M
2
Citadel Advisors
Citadel Advisors
Florida
-$482M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$423M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$330M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
2051
Burney Company
Virginia
$200K +$200K +2,039 New
PAG
2052
Paladin Advisory Group
Iowa
$197K – – –
CCA
2053
Catalyst Capital Advisors
New York
$189K +$103K +1,048 +120%
CFD
2054
Creative Financial Designs
Indiana
$185K -$12K -122 -6%
DWA
2055
Dougherty Wealth Advisers
Minnesota
$183K – – –
LI
2056
LRI Investments
Florida
$180K +$22.8K +232 +14%
BSC
2057
Brown Shipley & Co
United Kingdom
$180K -$25.5K -260 -12%
CH
2058
Cromwell Holdings
Wyoming
$177K -$144K -1,463 -45%
MA
2059
MCF Advisors
Kentucky
$177K -$3.53K -36 -2%
CFS
2060
CGC Financial Services
Oregon
$175K -$4.12K -42 -2%
EI
2061
eCIO Inc
Wisconsin
$174K +$174K +1,778 New
Kayne Anderson Rudnick Investment Management
2062
Kayne Anderson Rudnick Investment Management
California
$174K -$17.3K -176 -9%
RI
2063
Ridgewood Investments
New Jersey
$173K – – –
MCM
2064
MV Capital Management
Maryland
$170K -$31.4K -320 -16%
HBT
2065
Hills Bank & Trust
Iowa
$170K -$34K -347 -17%
BC
2066
Bayforest Capital
United Kingdom
$170K +$170K +1,730 New
LWANC
2067
Laurel Wealth Advisors (North Carolina)
North Carolina
$168K – – –
USB
2068
Union Savings Bank
Connecticut
$166K – – –
PMFA
2069
Plante Moran Financial Advisors
Michigan
$164K +$27K +275 +20%
DCM
2070
Davis Capital Management
Florida
$164K -$949K -9,679 -85%
AW
2071
Avion Wealth
Texas
$162K – – –
GFPC
2072
Global Financial Private Client
Florida
$162K +$1.47K +15 +0.9%
SCM
2073
Silvant Capital Management
Georgia
$157K – – –
LIA
2074
Luken Investment Analytics
Tennessee
$157K – – –
CWM
2075
Compass Wealth Management
Connecticut
$157K +$98 +1 +0.1%
81 82
83
84 85