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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
CCA
2076
Criterion Capital Advisors
Tennessee
$52K
AFWM
2077
Abich Financial Wealth Management
Virginia
$50.1K
BBPWM
2078
Blue Bell Private Wealth Management
Pennsylvania
$50K +$3.34K +41 +7%
OCM
2079
Orion Capital Management
California
$49.7K -$7.33K -90 -12%
FIM
2080
FWL Investment Management
Texas
$49.4K +$51.7K +635 New
RFA
2081
Register Financial Advisors
Georgia
$48.9K -$407 -5 -0.8%
AWM
2082
Abound Wealth Management
Tennessee
$48.1K -$1.71K -21 -3%
PCFFS
2083
Pacific Center for Financial Services
California
$47.6K
CYG
2084
Clean Yield Group
Vermont
$47.5K
FDCP
2085
Foster Dykema Cabot & Partners
Massachusetts
$46.9K -$16.6K -204 -25%
FPF
2086
First Pacific Financial
Washington
$46.9K +$5.38K +66 +12%
1IA
2087
1620 Investment Advisors
Massachusetts
$46.7K -$2.71M -33,216 -98%
TF
2088
Tompkins Financial
New York
$45.7K -$2.91M -35,724 -98%
BC
2089
Barrett & Company
Rhode Island
$45.2K -$8.14K -100 -15%
BCMLT
2090
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.2K -$55.4K -680 -54%
MRCM
2091
M&R Capital Management
New Jersey
$44.1K +$10.9K +134 +31%
FGA
2092
Fortis Group Advisors
New Jersey
$43.6K
SAM
2093
S.A. Mason
Michigan
$43.4K +$45.4K +558 New
WWM
2094
Wolff Wiese Magana
California
$42K +$1.22K +15 +3%
FFA
2095
Fairfield Financial Advisors
Massachusetts
$41.1K +$43K +528 New
AWM
2096
Ameliora Wealth Management
Switzerland
$38.9K
BI
2097
Bramshill Investments
Florida
$38.9K +$40.7K +500 New
WFA
2098
West Financial Advisors
Iowa
$38.7K
KA
2099
Kozak & Associates
Colorado
$38.3K +$244 +3 +0.6%
OWA
2100
Opal Wealth Advisors
New York
$38.1K +$39.8K +489 New

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.