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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
TSW
2426
Thompson Siegel & Walmsley
Virginia
-$300K -3,287 Closed
MC
2427
Marest Capital
California
-$299K -3,276 Closed
RW
2428
REDW Wealth
New Mexico
-$294K -3,215 Closed
FMN
2429
Financial Management Network
California
-$281K -3,204 Closed
MM
2430
MQS Management
New York
-$292K -3,200 Closed
PCA
2431
Prosperity Capital Advisors
Ohio
-$287K -3,141 Closed
CFS
2432
Commonwealth Financial Services
West Virginia
-$297K -3,092 Closed
BC
2433
Bridgefront Capital
Texas
-$282K -3,082 Closed
MFA
2434
Mayflower Financial Advisors
Massachusetts
-$250K -3,068 Closed
FBT
2435
First Bankers Trust
Kentucky
-$279K -3,048 Closed
OFG
2436
Oxford Financial Group
Indiana
-$278K -3,037 Closed
EWM
2437
Endowment Wealth Management
Wisconsin
-$276K -3,021 Closed
ICA
2438
Infrastructure Capital Advisors
New York
-$274K -3,000 Closed
DWM
2439
Destination Wealth Management
California
-$274K -2,993 Closed
RFWA
2440
RPg Family Wealth Advisory
Massachusetts
-$270K -2,954 Closed
LFA
2441
Lauterbach Financial Advisors
Texas
-$270K -2,951 Closed
VCWA
2442
Vanguard Capital Wealth Advisors
Colorado
-$269K -2,942 Closed
PCG
2443
Prosperity Consulting Group
Maryland
-$268K -2,930 Closed
TW
2444
Transform Wealth
Colorado
-$268K -2,929 Closed
WDG
2445
Wealth Dimensions Group
Ohio
-$267K -2,922 Closed
SFS
2446
Summit Financial Strategies
Ohio
-$267K -2,919 Closed
RCWM
2447
Royal Capital Wealth Management
Indiana
-$265K -2,901 Closed
CWA
2448
CM Wealth Advisors
Ohio
-$210K -2,899 Closed
BW
2449
BIP Wealth
Georgia
-$263K -2,877 Closed
PCA
2450
Pallas Capital Advisors
Massachusetts
-$259K -2,834 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.