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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
UIA
2176
Ulland Investment Advisors
Minnesota
$16K
ECM
2177
Estabrook Capital Management
New York
$16K
OAJ
2178
Ogorek Anthony Joseph
New York
$15K +$81 +1 +0.5%
MCM
2179
MidAtlantic Capital Management
Virginia
$14.8K
RAM
2180
Riggs Asset Management
Pennsylvania
$14.6K +$570 +7 +4%
TCCM
2181
Timber Creek Capital Management
Massachusetts
$13.9K
CP
2182
Castleview Partners
Texas
$13.8K +$7.49K +92 +108%
RWA
2183
Redmont Wealth Advisors
Illinois
$12.2K
AA
2184
AlphaMark Advisors
Kentucky
$12K +$12.2K +150 New
SSG
2185
Summit Securities Group
New York
$12K +$12.2K +150 New
OA
2186
Operose Advisors
Wisconsin
$11.3K
AFS
2187
Annapolis Financial Services
Maryland
$11.1K
BSB
2188
Bangor Savings Bank
Maine
$10.4K -$23K -282 -68%
PCM
2189
Perritt Capital Management
Illinois
$10.3K +$163 +2 +2%
CFFP
2190
Center for Financial Planning
Michigan
$10.2K
CTWM
2191
Cherry Tree Wealth Management
Minnesota
$9.85K
HFS
2192
Horizon Financial Services
North Carolina
$9.73K
NA
2193
Nordwand Advisors
Pennsylvania
$9.65K
JGIA
2194
Jackson Grant Investment Advisers
Connecticut
$9.26K
PWM
2195
Partnership Wealth Management
Maryland
$9.26K
PIS
2196
POM Investment Strategies
North Carolina
$9.19K +$9.61K +118 New
FP
2197
Financial Perspectives
Minnesota
$9K +$81 +1 +0.9%
FC
2198
Family CFO
California
$8.95K
IA
2199
IFS Advisors
Kansas
$8.72K
AWM
2200
Activest Wealth Management
Florida
$8.49K +$896 +11 +11%

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.