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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 %
CCMG
2401
Clark Capital Management Group
Pennsylvania
– -$248K -2,526 Closed
MCM
2402
Moore Capital Management
New York
– -$246K -2,511 Closed
IAG
2403
Investment Advisory Group
Massachusetts
– -$245K -2,501 Closed
MWA
2404
Martel Wealth Advisors
Washington
– -$244K -2,487 Closed
1832 Asset Management
2405
1832 Asset Management
Ontario, Canada
– -$243K -2,480 Closed
RFWA
2406
RPg Family Wealth Advisory
Massachusetts
– -$240K -2,446 Closed
FA
2407
Fermata Advisors
California
– -$233K -2,377 Closed
NME
2408
Notis-McConarty Edward
– -$228K -2,328 Closed
PCG
2409
Prosperity Consulting Group
Maryland
– -$228K -2,324 Closed
SRC
2410
Sage Rhino Capital
California
– -$227K -2,317 Closed
CFM
2411
Coronation Fund Managers
South Africa
– -$227K -2,313 Closed
KC
2412
Kinloch Capital
Virginia
– -$225K -2,292 Closed
UB
2413
Umpqua Bank
Oregon
– -$223K -2,272 Closed
BBA
2414
BLB&B Advisors
Pennsylvania
– -$223K -2,271 Closed
IA
2415
IFG Advisory
Georgia
– -$222K -2,267 Closed
SFG
2416
Sovereign Financial Group
Connecticut
– -$220K -2,239 Closed
CL
2417
CLG LLC
California
– -$220K -2,238 Closed
NRS
2418
Neville Rodie & Shaw
New York
– -$218K -2,220 Closed
SFS
2419
Summit Financial Strategies
Ohio
– -$216K -2,206 Closed
MA
2420
MBA Advisors
Pennsylvania
– -$214K -2,182 Closed
HA
2421
Helium Advisors
Washington
– -$213K -2,170 Closed
PAM
2422
Pacific Asset Management
Washington
– -$212K -2,164 Closed
5SA
2423
5th Street Advisors
Connecticut
– -$212K -2,160 Closed
PPWM
2424
Paragon Private Wealth Management
Kentucky
– -$212K -2,158 Closed
ANB
2425
Amarillo National Bank
Texas
– -$211K -2,149 Closed
95 96
97
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