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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
LWL
2451
Leo Wealth LLC
Texas
-$257K -2,815 Closed
ES
2452
Eagle Strategies
New York
-$257K -2,810 Closed
G
2453
GenTrust
Florida
-$256K -2,800 Closed
SRC
2454
Sage Rhino Capital
California
-$256K -2,800 Closed
LA
2455
Lifeworks Advisors
Michigan
-$252K -2,753 Closed
IA
2456
Insight Advisors
Pennsylvania
-$248K -2,717 Closed
RFS
2457
Richardson Financial Services
Massachusetts
-$248K -2,715 Closed
SHGA
2458
Sand Hill Global Advisors
California
-$248K -2,709 Closed
FF
2459
Francis Financial
-$247K -2,706 Closed
RWM
2460
Rockline Wealth Management
New York
-$245K -2,682 Closed
FFG
2461
Frisch Financial Group
New York
-$244K -2,669 Closed
LGWM
2462
Litman Gregory Wealth Management
California
-$244K -2,667 Closed
PAMG
2463
Patton Albertson Miller Group
Tennessee
-$242K -2,651 Closed
NAS
2464
Nicolet Advisory Services
Wisconsin
-$229K -2,633 Closed
FPCP
2465
Fort Point Capital Partners
California
-$241K -2,632 Closed
HWM
2466
Horizon Wealth Management
Illinois
-$240K -2,629 Closed
MFWP
2467
Mosaic Family Wealth Partners
Missouri
-$240K -2,625 Closed
SAM
2468
Synergy Asset Management
Washington
-$239K -2,620 Closed
WP
2469
WealthPLAN Partners
Nebraska
-$237K -2,598 Closed
SFA
2470
Souders Financial Advisors
Ohio
-$236K -2,585 Closed
HA
2471
Hofer & Associates
California
-$235K -2,569 Closed
1IA
2472
1834 Investment Advisors
Wisconsin
-$235K -2,568 Closed
AWAG
2473
ARS Wealth Advisors Group
Florida
-$233K -2,549 Closed
FCM
2474
Fourpath Capital Management
Oklahoma
-$233K -2,545 Closed
CWM
2475
Campbell Wealth Management
Virginia
-$232K -2,544 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.