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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 %
OFP
2426
OFC Financial Planning
New Jersey
– -$210K -2,144 Closed
JF
2427
JSF Financial
California
– -$210K -2,144 Closed
SHFA
2428
SS&H Financial Advisors
Michigan
– -$210K -2,144 Closed
AIS
2429
AM Investment Strategies
Tennessee
– -$210K -2,143 Closed
FHB
2430
First Hawaiian Bank
Hawaii
– -$210K -2,142 Closed
PL
2431
Plancorp LLC
Missouri
– -$209K -2,130 Closed
CFG
2432
Cooper Financial Group
California
– -$209K -2,126 Closed
SA
2433
Strategic Advisors
New York
– -$208K -2,119 Closed
OPCM
2434
Osborne Partners Capital Management
California
– -$208K -2,117 Closed
VCM
2435
Vivaldi Capital Management
Illinois
– -$208K -2,117 Closed
NIA
2436
NIA Impact Advisors
California
– -$206K -2,102 Closed
TFP
2437
Tilia Fiduciary Partners
North Carolina
– -$206K -2,100 Closed
RWP
2438
Revolve Wealth Partners
New Jersey
– -$206K -2,099 Closed
WPW
2439
Waldron Private Wealth
Pennsylvania
– -$206K -2,099 Closed
BWP
2440
Baldwin Wealth Partners
Massachusetts
– -$205K -2,088 Closed
CPA
2441
Capital Performance Advisors
California
– -$204K -2,082 Closed
DACG
2442
Donor Advised Charitable Giving
California
– -$204K -2,075 Closed
EIP
2443
Ellis Investment Partners
Pennsylvania
– -$202K -2,057 Closed
AW
2444
Atlas Wealth
Ohio
– -$201K -2,050 Closed
ALA
2445
Atlas Legacy Advisors
California
– -$201K -2,049 Closed
CAM
2446
CPA Asset Management
Florida
– -$200K -2,043 Closed
BC
2447
Burney Company
Virginia
– -$200K -2,039 Closed
EI
2448
eCIO Inc
Wisconsin
– -$174K -1,778 Closed
BC
2449
Bayforest Capital
United Kingdom
– -$170K -1,730 Closed
GFPC
2450
Global Financial Private Client
Florida
– -$162K -1,651 Closed
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98
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