We are live on ! Find out more
SBUX icon

Starbucks

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
DP
2226
Denver PWM
Colorado
$4.24K +$4.4K +54 New
TCM
2227
Tributary Capital Management
Nebraska
$4.05K
CC
2228
Cultivar Capital
Texas
$3.98K +$4.15K +51 New
JFG
2229
JDM Financial Group
Texas
$3.89K
AEPWM
2230
Atlantic Edge Private Wealth Management
Florida
$3.89K
APC
2231
Aspire Private Capital
North Carolina
$3.66K +$326 +4 +9%
WIA
2232
Wetzel Investment Advisors
Indiana
$3.66K
TFM
2233
TFC Financial Management
Massachusetts
$3.52K -$489 -6 -12%
HFM
2234
Hartford Financial Management
Connecticut
$3.27K
NI
2235
NCP Inc
California
$2.83K
ECM
2236
Everence Capital Management
Indiana
$2.67K
UFF
2237
USA Financial Formulas
Michigan
$2.41K
CPA
2238
Clear Point Advisors
New York
$2.1K
EFMH
2239
E Fund Management (HK)
Hong Kong
$2K +$1.71K +21 New
TWD
2240
True Wealth Design
Ohio
$1.48K -$81 -1 -5%
SWP
2241
SIMA Wealth Partners
Virginia
$1.48K +$1.55K +19 New
SIC
2242
SJS Investment Consulting
Ohio
$1.4K -$652 -8 -31%
PP
2243
PFS Partners
New Jersey
$1.33K
VWWMG
2244
Vermillion & White Wealth Management Group
Pennsylvania
$1.1K
DAL
2245
Delta Accumulation LLC
California
$1.09K -$168K -2,065 -99%
SOW
2246
State of Wyoming
Wyoming
$856 -$166K -2,041 -99%
WBC
2247
West Branch Capital
Massachusetts
$847
KHC
2248
Koesten Hirschmann & Crabtree
Kansas
$732
WA
2249
WestEnd Advisors
North Carolina
$623 +$81 +1 +14%
VF
2250
VitalStone Financial
Texas
$467 -$81 -1 -14%

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.