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2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
2526
Eagle Bay Advisors
New York
-$134K -1,471 Closed
JSAM
2527
J. Safra Asset Management
New York
-$127K -1,397 Closed
FA
2528
Fedenia Advisers
Wisconsin
-$113K -1,239 Closed
TAM
2529
Tucker Asset Management
Colorado
-$105K -1,154 Closed
CAS
2530
Coppell Advisory Solutions
Texas
-$82.8K -906 Closed
TCG
2531
Transcendent Capital Group
Oklahoma
-$66.7K -731 Closed
CJL
2532
Cyrus J. Lawrence
New York
-$66K -725 Closed
KBFS
2533
Kohmann Bosshard Financial Services
Ohio
-$62.4K -683 Closed
FS
2534
Financially Speaking
Colorado
-$49.5K -542 Closed
FFA
2535
Fairfield Financial Advisors
Massachusetts
-$48.7K -534 Closed
MCM
2536
Mainstream Capital Management
California
-$47.2K -517 Closed
OC
2537
Oarsman Capital
Wisconsin
-$33K -362 Closed
KI
2538
Kapitalo Investimentos
Brazil
-$31.8K -349 Closed
TCPG
2539
Trivant Custom Portfolio Group
California
-$25.1K -275 Closed
FLP
2540
Financial Life Planners
Arizona
-$25K -274 Closed
PGAM
2541
Princeton Global Asset Management
New Jersey
-$22.4K -246 Closed
MIFH
2542
Migdal Insurance & Financial Holdings
Israel
-$22K -241 Closed
MRP
2543
Measured Risk Portfolios
California
-$20.1K -220 Closed
WWA
2544
Wingate Wealth Advisors
Massachusetts
-$17.8K -195 Closed
CJ
2545
Caitlin John
Michigan
-$17.3K -190 Closed
MCM
2546
MidAtlantic Capital Management
Virginia
-$17.3K -190 Closed
SC
2547
Stephens Consulting
Michigan
-$16K -175 Closed
LJHT
2548
Laurie J. Hall Trustee
-$12K -135 Closed
SNB
2549
Security National Bank
Nebraska
-$6.84K -75 Closed
CPL
2550
Capital & Planning LLC
Georgia
-$5.84K -64 Closed

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.