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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 %
WCM
2251
WealthTrak Capital Management
Virginia
$6.42K +$1.83K +20 +40%
MSFP
2252
Mark Sheptoff Financial Planning
Connecticut
$6.32K – – –
GC
2253
GFG Capital
Florida
$6.23K +$6.23K +68 New
SC
2254
Steph & Co
Wisconsin
$6.14K – – –
BGC
2255
Beutel, Goodman & Co
Ontario, Canada
$6K -$4.29K -50 -42%
PP
2256
PFS Partners
New Jersey
$5.63K +$4.06K +44 +259%
DPW
2257
DiNuzzo Private Wealth
Pennsylvania
$5.41K -$458 -5 -8%
WCM
2258
Westend Capital Management
California
$5.13K – – –
PWA
2259
Principia Wealth Advisory
Texas
$5.04K +$733 +8 +17%
MAM
2260
Morse Asset Management
Connecticut
$4.74K +$91 +1 +2%
TFM
2261
TFC Financial Management
Massachusetts
$4.7K -$1.29K -14 -22%
BWM
2262
Bernard Wealth Management
Michigan
$4.58K -$1.92K -21 -30%
AEPWM
2263
Atlantic Edge Private Wealth Management
Florida
$4.58K – – –
JFG
2264
JDM Financial Group
Texas
$4.58K – – –
DI
2265
DAGCO Inc
Ohio
$4.31K – – –
CFS
2266
Compass Financial Services
Iowa
$4.23K -$5.24K -57 -55%
KIM
2267
Kestra Investment Management
Texas
$3.92K – – –
HFM
2268
Hartford Financial Management
Connecticut
$3.85K – – –
PWM
2269
Parkworth Wealth Management
California
$3.84K +$1.56K +17 +68%
RF
2270
Roxbury Financial
New Jersey
$3.68K -$14.4K -156 -80%
FF
2271
Friedenthal Financial
New Jersey
$3.57K +$3.57K +39 New
BHWM
2272
Bay Harbor Wealth Management
Maryland
$3.3K +$2.29K +25 +227%
HIW
2273
Holos Integrated Wealth
Pennsylvania
$3.13K – – –
SC
2274
Stephens Consulting
Michigan
$3.02K +$3.02K +33 New
CT
2275
Coastline Trust
Rhode Island
$2.75K – – –
89 90
91
92 93