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
RSC
2376
Red Spruce Capital
Pennsylvania
-$595K -6,516 Closed
CM
2377
Columbus Macro
Pennsylvania
-$588K -6,437 Closed
WWS
2378
Wellington Wealth Strategies
Indiana
-$576K -6,306 Closed
CPC
2379
Cookson Peirce & Co
Pennsylvania
-$563K -6,162 Closed
HL
2380
HeadInvest LLC
Maine
-$557K -6,098 Closed
SWM
2381
Soundmark Wealth Management
Washington
-$552K -6,041 Closed
CCI
2382
Credit Capital Investments
New Jersey
-$544K -5,955 Closed
EA
2383
Ellsworth Advisors
Ohio
-$503K -5,927 Closed
OR
2384
Olympiad Research
Connecticut
-$541K -5,918 Closed
AWM
2385
Aries Wealth Management
Maine
-$539K -5,898 Closed
FSA
2386
Franklin Street Advisors
North Carolina
-$532K -5,820 Closed
GWMR
2387
GC Wealth Management RIA
Massachusetts
-$522K -5,710 Closed
GCM
2388
Greenland Capital Management
New York
-$511K -5,592 Closed
FFP
2389
FourThought Financial Partners
Florida
-$508K -5,555 Closed
VI
2390
Versor Investments
New York
-$503K -5,508 Closed
DA
2391
Doliver Advisors
Texas
-$473K -5,172 Closed
MCI
2392
MRP Capital Investments
Georgia
-$471K -5,150 Closed
WCA
2393
Waratah Capital Advisors
Ontario, Canada
-$468K -5,126 Closed
ACM
2394
Alethea Capital Management
Washington
-$462K -5,059 Closed
AI
2395
AdvisorShares Investments
Maryland
-$462K -5,053 Closed
CBFP
2396
Cedar Brook Financial Partners
Ohio
-$437K -4,783 Closed
MSR
2397
Main Street Research
Connecticut
-$434K -4,751 Closed
SGI
2398
Summit Global Investments
Utah
-$433K -4,736 Closed
RWM
2399
RBA Wealth Management
California
-$424K -4,642 Closed
SCM
2400
Stevens Capital Management
Pennsylvania
-$421K -4,609 Closed

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.