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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
KPP
2151
Kings Path Partners
Texas
$23K +$24.1K +296 New
FFO
2152
Fortitude Family Office
Arizona
$23K -$4.89K -60 -17%
LB
2153
Legacy Bridge
Iowa
$23K
FWM
2154
Focused Wealth Management
New York
$21.8K +$22.8K +280 New
FW
2155
Fairway Wealth
Ohio
$21.8K +$12.1K +149 +115%
RTL
2156
Red Tortoise LLC
Georgia
$21.5K
TCPG
2157
Trivant Custom Portfolio Group
California
$21.4K -$13.8K -170 -38%
APW
2158
Acima Private Wealth
Virginia
$20.3K
WAG
2159
Wiser Advisor Group
Arizona
$20.1K +$5.86K +72 +39%
IFS
2160
Intelligent Financial Strategies
Minnesota
$20.1K -$163 -2 -0.8%
CWA
2161
Carolina Wealth Advisors
South Carolina
$19.9K
RWML
2162
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$19.7K
TCM
2163
TD Capital Management
Tennessee
$19.7K +$163 +2 +0.8%
CWM
2164
Cranbrook Wealth Management
Michigan
$19.5K
WOSD
2165
WFA of San Diego
California
$19.5K +$20.4K +250 New
DAM
2166
Delta Asset Management
Tennessee
$18.8K -$489 -6 -2%
GIM
2167
Gold Investment Management
Alberta, Canada
$18.8K -$81 -1 -0.4%
EL
2168
EMFO LLC
Florida
$18.7K
HWA
2169
HHM Wealth Advisors
Tennessee
$18.5K -$6.6K -81 -25%
RCM
2170
Richardson Capital Management
Wisconsin
$18.2K
CB
2171
Centennial Bank
Arkansas
$18K -$41K -504 -69%
SFC
2172
Strategic Financial Concepts
Texas
$17K +$4.85M +59,514 New
AP
2173
Atwood & Palmer
Missouri
$16.1K
LJHT
2174
Laurie J. Hall Trustee
$16K
PP
2175
PrairieView Partners
Minnesota
$16K

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.