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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
NDSI
2526
Newman Dignan & Sheerar Inc
Rhode Island
-$208K -2,118 Closed
OS
2527
Objectivity Squared
South Carolina
-$204K -2,118 Closed
OWA
2528
One Wealth Advisors
California
-$206K -2,117 Closed
OPCM
2529
Osborne Partners Capital Management
California
-$206K -2,117 Closed
RAM
2530
Roanoke Asset Management
New Jersey
-$206K -2,109 Closed
PIAS
2531
PCA Investment Advisory Services
Ohio
-$206K -2,108 Closed
RWMG
2532
Redwood Wealth Management Group
New Jersey
-$205K -2,106 Closed
TSWM
2533
Triangle Securities Wealth Management
North Carolina
-$204K -2,093 Closed
OWM
2534
Opes Wealth Management
California
-$203K -2,084 Closed
MWA
2535
Martel Wealth Advisors
Washington
-$200K -2,071 Closed
SFS
2536
Summit Financial Strategies
Ohio
-$202K -2,069 Closed
GCA
2537
Greenwood Capital Associates
South Carolina
-$200K -2,056 Closed
PS
2538
Planned Solutions
California
-$164K -1,682 Closed
NFA
2539
Northwest Financial Advisors
Virginia
-$158K -1,625 Closed
ICA
2540
Infrastructure Capital Advisors
New York
-$146K -1,500 Closed
JEST
2541
JTC Employer Solutions Trustee
Jersey
-$122K -1,250 Closed
Acadian Asset Management
2542
Acadian Asset Management
Massachusetts
-$116K -1,199 Closed
A
2543
AlphaQuest
New York
-$115K -1,179 Closed
SFCL
2544
Strengthening Families & Communities LLC
Massachusetts
-$112K -1,145 Closed
MAM
2545
Magellan Asset Management
Australia
-$111K -1,138 Closed
VAMG
2546
Voisard Asset Management Group
Michigan
-$107K -1,100 Closed
GJWM
2547
Gilliland Jeter Wealth Management
Arkansas
-$76.6K -786 Closed
CPA
2548
Capital Performance Advisors
California
-$70.6K -725 Closed
DWS
2549
Dynamic Wealth Strategies
California
-$66K -682 Closed
FF
2550
Friedenthal Financial
New Jersey
-$50.5K -518 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.