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Starbucks
SBUX

Overview Fund Activity

2,303 hedge funds and large institutions have $87.4B invested in Starbucks in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 848 increasing their positions, 1,016 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,303
Holders Change
-69
Holders Change %
-2.91%
% of All Funds
30.86%
Holding in Top 10
16
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-36%
% of All Funds
0.21%
New
158
Increased
848
Reduced
1,016
Closed
184
Calls
$2.78B
Puts
$2.48B
Net Calls
+$292M
Net Calls Change
-$550M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$3.78B
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$909M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$486M
4
Polen Capital Management
Polen Capital Management
Florida
+$416M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$329M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.12B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$822M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$307M
4
Jennison Associates
Jennison Associates
New York
-$259M
5
Morgan Stanley
Morgan Stanley
New York
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
2176
Quaker Wealth Management
New Jersey
$21.9K +$21.9K +239 New
CB
2177
Centennial Bank
Arkansas
$21.2K – – –
CWA
2178
Carolina Wealth Advisors
South Carolina
$21.1K – – –
LFASL
2179
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K +$20.7K +226 New
FDW
2180
Fourth Dimension Wealth
Ohio
$20.2K – – –
BCM
2181
Boreal Capital Management
Florida
$20.2K +$20.2K +220 New
WOSD
2182
WFA of San Diego
California
$20K +$20K +218 New
SIS
2183
Strategic Investment Solutions
Illinois
$19.8K -$7.32K -80 -27%
GJIA
2184
Glass Jacobson Investment Advisors
Maryland
$19.8K -$123K -1,339 -86%
MSWM
2185
Mowery & Schoenfeld Wealth Management
Illinois
$19.1K – – –
PP
2186
PrairieView Partners
Minnesota
$19K – – –
AP
2187
Atwood & Palmer
Missouri
$19K – – –
TIM
2188
Total Investment Management
Arizona
$19K +$19K +207 New
DRS
2189
Deane Retirement Strategies
Louisiana
$18.9K – – –
MWA
2190
Moser Wealth Advisors
Washington
$18.3K – – –
APW
2191
Atlantic Private Wealth
North Carolina
$18.3K – – –
FWA
2192
Flagship Wealth Advisors
Massachusetts
$18.3K – – –
CIAS
2193
CBIZ Investment Advisory Services
Ohio
$18.1K -$8.16K -89 -31%
FMTCOCP
2194
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K -$18K -200 -50%
UIA
2195
Ulland Investment Advisors
Minnesota
$18K – – –
BTD
2196
BankPlus Trust Department
Mississippi
$17.2K -$63.6K -694 -79%
RWM
2197
RMG Wealth Management
Wisconsin
$17.1K +$17.1K +182 New
RCM
2198
Richardson Capital Management
Wisconsin
$17K – – –
WA
2199
Whipplewood Advisors
Colorado
$16.9K -$88.8K -969 -84%
BA
2200
Bellwether Advisors
Nebraska
$16.3K +$16.3K +178 New
86 87
88
89 90