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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
SP
2101
SWS Partners
Ohio
$37.2K +$38.8K +477 New
CSWM
2102
Cassady Schiller Wealth Management
Ohio
$36.1K
SIS
2103
Strategic Investment Solutions
Illinois
$35.9K +$26.5K +325 New
ACM
2104
Anfield Capital Management
California
$35.7K +$3.18K +39 +9%
AP
2105
Aspect Partners
Virginia
$35.3K +$163 +2 +0.4%
EWM
2106
Evermay Wealth Management
Virginia
$35.3K -$48.5K -595 -57%
PWMG
2107
Prestige Wealth Management Group
New Jersey
$35.1K -$150K -1,840 -80%
BMC
2108
Bear Mountain Capital
Washington
$34.4K -$8.55K -105 -19%
HWM
2109
HighMark Wealth Management
Minnesota
$34.4K
SWC
2110
Spectrum Wealth Counsel
Indiana
$33.5K -$79.2K -972 -69%
RCM
2111
Raleigh Capital Management
North Carolina
$33.5K -$4.24K -52 -11%
CP
2112
Camelot Portfolios
Ohio
$32.6K +$34.1K +419 New
POIA
2113
Pin Oak Investment Advisors
Texas
$32K +$3.5K +43 +12%
OLVIG
2114
Oliver Lagore Vanvalin Investment Group
Michigan
$31.9K -$9.2K -113 -22%
OW
2115
Olistico Wealth
Oklahoma
$31.2K +$32.7K +401 New
DMIC
2116
Dixon Mitchell Investment Counsel
British Columbia, Canada
$31.1K -$8.14K -100 -20%
KLWA
2117
Kelly Lawrence W & Associates
California
$31.1K
SA
2118
SRH Advisors
Kansas
$31.1K
GKIM
2119
GW&K Investment Management
Massachusetts
$31K +$570 +7 +2%
FCG
2120
Financial Connections Group
California
$31K +$32.6K +400 New
MWA
2121
MFA Wealth Advisors
Pennsylvania
$30.6K +$32K +393 New
BIA
2122
Bell Investment Advisors
California
$30.4K -$7.49K -92 -19%
MTIC
2123
Missouri Trust & Investment Company
Missouri
$29.2K -$19.5K -240 -39%
JWM
2124
Janiczek Wealth Management
Colorado
$29.1K -$733 -9 -2%
EA
2125
Evolution Advisers
Virginia
$29K

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.