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2,402 hedge funds and large institutions have $81.9B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 788 increasing their positions, 1,081 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 280 | Existing positions closed: 168

33% more call options, than puts

Call options by funds: $3.89B | Put options by funds: $2.91B

3% more funds holding

Funds holding: 2,3312,402 (+71)

0.78% more ownership

Funds ownership: 77.07%77.85% (+0.78%)

4% less capital invested

Capital invested by funds: $85B → $81.9B (-$3.06B)

24% less funds holding in top 10

Funds holding in top 10: 3426 (-8)

27% less repeat investments, than reductions

Existing positions increased: 788 | Existing positions reduced: 1,081

Holders
2,402
Holders Change
+71
Holders Change %
+3.05%
% of All Funds
31.64%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.34%
New
280
Increased
788
Reduced
1,081
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$232M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2501
Paragon Private Wealth Management
Kentucky
-$222K -2,276 Closed
GCM
2502
Greenland Capital Management
New York
-$221K -2,267 Closed
RPCA
2503
Running Point Capital Advisors
California
-$220K -2,255 Closed
IF
2504
Intrua Financial
Texas
-$219K -2,249 Closed
BIP
2505
Blueprint Investment Partners
North Carolina
-$219K -2,248 Closed
AI
2506
Accredited Investors
Minnesota
-$219K -2,246 Closed
FF
2507
Francis Financial
-$219K -2,244 Closed
RRA
2508
Round Rock Advisors
Connecticut
-$218K -2,234 Closed
ANB
2509
Amarillo National Bank
Texas
-$217K -2,228 Closed
ACS
2510
Archford Capital Strategies
Illinois
-$210K -2,219 Closed
CNB
2511
Camden National Bank
Maine
-$216K -2,212 Closed
BAAM
2512
Baker Avenue Asset Management
California
-$215K -2,204 Closed
NIA
2513
NIA Impact Advisors
California
-$215K -2,202 Closed
AC
2514
ASB Consultores
Florida
-$213K -2,188 Closed
WLPWM
2515
Walled Lake Planning & Wealth Management
Illinois
-$213K -2,185 Closed
DA
2516
Dover Advisors
Virginia
-$213K -2,180 Closed
AOWM
2517
Alpha Omega Wealth Management
Virginia
-$212K -2,179 Closed
AFAS
2518
Acorn Financial Advisory Services
Virginia
-$211K -2,161 Closed
5SA
2519
5th Street Advisors
Connecticut
-$211K -2,160 Closed
ZIC
2520
ZWJ Investment Counsel
Georgia
-$210K -2,159 Closed
SHFA
2521
SS&H Financial Advisors
Michigan
-$209K -2,144 Closed
CIP
2522
Convergence Investment Partners
Florida
-$209K -2,141 Closed
AIS
2523
AM Investment Strategies
Tennessee
-$208K -2,136 Closed
PWM
2524
PBMares Wealth Management
Virginia
-$208K -2,133 Closed
TWM
2525
Tradition Wealth Management
Minnesota
-$207K -2,120 Closed

SBUX Hedge Fund Activity: Q4 2024 in Review

2,402 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2024, worth a combined $81.9B — down 3.6% from $85B a quarter earlier.

Buyers outnumbered sellers: 280 funds opened new SBUX positions and 168 closed out — a net gain of 112 holders — while 788 added to existing stakes and 1,081 trimmed.

The largest buyer was Capital World Investors, adding an estimated $888M. The largest seller was DZ Bank, cutting an estimated $434M.

  • 2,402 institutional investors held Starbucks (SBUX) as of Q4 2024, up from 2,331 in Q3 2024.
  • Funds reported $81.9B of Starbucks stock for Q4 2024, down 3.6% quarter-over-quarter.
  • 280 funds opened new Starbucks positions in Q4 2024 and 168 closed out, a net change of +112 holders.
  • The largest Starbucks buyer in Q4 2024 was Capital World Investors, an estimated $888M added.
  • The largest Starbucks seller in Q4 2024 was DZ Bank, an estimated $434M sold.

Based on aggregated 13F filings for Q4 2024.