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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
FGA
2151
Fortis Group Advisors
New Jersey
$51.1K +$51.1K +560 New
CIM
2152
Contravisory Investment Management
Massachusetts
$50.2K
EWM
2153
Evermay Wealth Management
Virginia
$49.3K -$4.56K -50 -8%
EARNEST Partners
2154
EARNEST Partners
Georgia
$49.3K
RW
2155
RVW Wealth
California
$49.2K +$49.2K +539 New
BSB
2156
Bangor Savings Bank
Maine
$48K +$6.3K +69 +15%
JWM
2157
Janiczek Wealth Management
Colorado
$46.1K +$12.5K +137 +37%
RDIA
2158
RE Dickinson Investment Advisors
Iowa
$46K +$46K +505 New
FPF
2159
First Pacific Financial
Washington
$45.8K -$1.83K -20 -4%
MIA
2160
Milestone Investment Advisors
Wisconsin
$45.6K +$45.6K +500 New
WFA
2161
West Financial Advisors
Iowa
$45.4K
BBPWM
2162
Blue Bell Private Wealth Management
Pennsylvania
$43.8K +$2.1K +23 +5%
KFS
2163
Kelly Financial Services
Massachusetts
$43.2K -$3.65K -40 -8%
IFS
2164
Intelligent Financial Strategies
Minnesota
$42K
BIA
2165
Bell Investment Advisors
California
$41.9K -$6.12K -67 -13%
CSWM
2166
Cassady Schiller Wealth Management
Ohio
$41.5K
TCPG
2167
Trivant Custom Portfolio Group
California
$40.6K
HWM
2168
HighMark Wealth Management
Minnesota
$40.2K
GM
2169
GeoWealth Management
Illinois
$40K +$40K +441 New
KFP
2170
KB Financial Partners
New Jersey
$38K -$2.65K -29 -7%
KI
2171
Kapitalo Investimentos
Brazil
$37.1K -$406K -4,448 -92%
KLWA
2172
Kelly Lawrence W & Associates
California
$36.5K
SA
2173
SRH Advisors
Kansas
$36.5K
NSG
2174
Nalls Sherbakoff Group
Tennessee
$36.2K
FSWA
2175
Financial Synergies Wealth Advisors
Texas
$34.8K +$91 +1 +0.3%