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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
CIAS
2201
CBIZ Investment Advisory Services
Ohio
$8.33K
AA
2202
Addison Advisors
Vermont
$8.33K +$5.54K +68 +174%
DWA
2203
Delos Wealth Advisors
Texas
$8.02K
HB
2204
Horizon Bancorp
Indiana
$8K
FG
2205
Fairman Group
Pennsylvania
$7.87K
GWSA
2206
Global Wealth Strategies & Associates
Colorado
$7.55K
RWM
2207
Ruedi Wealth Management
Illinois
$7.55K +$5.95K +73 +304%
CAM
2208
Creekmur Asset Management
Illinois
$7.47K -$814 -10 -9%
PA
2209
Pineridge Advisors
Missouri
$7.01K -$2.36K -29 -24%
KFP
2210
Keener Financial Planning
Texas
$7K
PCM
2211
Penserra Capital Management
California
$7K
SGC
2212
Slocum, Gordon & Co
Rhode Island
$6.85K -$9.61K -118 -57%
VWA
2213
Valued Wealth Advisors
Utah
$6.62K -$652 -8 -9%
FFA
2214
Frazier Financial Advisors
Ohio
$6.31K -$4.48K -55 -40%
MAM
2215
Marquette Asset Management
Minnesota
$6.23K
FFL
2216
Financial Freedom LLC
Ohio
$6.14K
SRCM
2217
Signature Resources Capital Management
California
$5.92K
PS
2218
PayPay Securities
Japan
$5.45K -$163 -2 -3%
MSFP
2219
Mark Sheptoff Financial Planning
Connecticut
$5.37K -$814 -10 -13%
SWM
2220
Sanctuary Wealth Management
Idaho
$5.29K +$5.54K +68 New
SC
2221
Steph & Co
Wisconsin
$5.22K
GWMI
2222
Guardian Wealth Management (Illinois)
Illinois
$4.92K
DPW
2223
DiNuzzo Private Wealth
Pennsylvania
$4.67K +$407 +5 +9%
CHA
2224
Carmichael Hill & Associates
Maryland
$4.52K -$244 -3 -5%
WCM
2225
Westend Capital Management
California
$4.32K

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.