SBUX icon

Starbucks
SBUX

Overview Fund Activity

2,302 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, 1,015 reducing their positions, and 184 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
-70
Holders Change %
-2.95%
% 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
1,015
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 %
CYG
2226
Clean Yield Group
Vermont
$10.2K -$21.2K -232 -67%
VWA
2227
Valued Wealth Advisors
Utah
$10.1K +$1.01K +11 +11%
IWM
2228
IMG Wealth Management
Florida
$10.1K +$10.1K +110 New
NWM
2229
Navigoe Wealth Management
California
$10K – – –
TWD
2230
True Wealth Design
Ohio
$9.92K +$1.75K +19 +21%
GA
2231
GoalVest Advisory
New York
$9.8K -$1.56K -17 -14%
ACM
2232
Accent Capital Management
Ohio
$9.26K +$9.26K +101 New
LFA
2233
Livelsberger Financial Advisory
Ohio
$9.16K +$9.16K +100 New
CWIG
2234
Chung Wu Investment Group
Texas
$9.16K +$9.16K +100 New
EWM
2235
Evolution Wealth Management
Florida
$9.16K +$9.16K +100 New
KFP
2236
Keener Financial Planning
Texas
$9K – – –
LAM
2237
LOM Asset Management
$9K +$9K +100 New
PA
2238
Pineridge Advisors
Missouri
$8.4K +$91 +1 +1%
PCM
2239
Penserra Capital Management
California
$8K – – –
CAC
2240
Core Alternative Capital
Georgia
$7.91K – – –
FG
2241
Fairman Group
Pennsylvania
$7.62K – – –
AWM
2242
Accredited Wealth Management
Kentucky
$7.51K +$183 +2 +3%
WBC
2243
West Branch Capital
Massachusetts
$7.34K -$2.48K -27 -25%
MAM
2244
Marquette Asset Management
Minnesota
$7.33K -$1.38K -15 -16%
BI
2245
Binnacle Investments
Iowa
$7.33K -$4.86K -53 -40%
FFL
2246
Financial Freedom LLC
Ohio
$7.22K – – –
MAFA
2247
MJT & Associates Financial Advisory
Minnesota
$7.15K – – –
FFA
2248
Frazier Financial Advisors
Ohio
$7.06K -$2.2K -24 -24%
KG
2249
Kilter Group
New York
$6.96K +$6.96K +76 New
IMC
2250
Investment Management Corporation
Virginia
$6.8K – – –
88 89
90
91 92