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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
MWA
2551
MFA Wealth Advisors
Pennsylvania
-$44.6K -458 Closed
GSEP
2552
Golden State Equity Partners
California
-$37.1K -381 Closed
HGA
2553
Hobbs Group Advisors
South Carolina
-$33.3K -342 Closed
MFA
2554
McClarren Financial Advisors
Pennsylvania
-$159 -297 Closed
RWM
2555
Reston Wealth Management
Virginia
-$23.4K -240 Closed
LIS
2556
Legacy Investment Solutions
Idaho
-$16.6K -166 Closed
LWMI
2557
Legacy Wealth Management (Idaho)
Idaho
-$16.6K -166 Closed
RWA
2558
Redmont Wealth Advisors
Illinois
-$15.3K -157 Closed
FAM
2559
Flaharty Asset Management
Florida
-$13.1K -134 Closed
PWM
2560
Partnership Wealth Management
Maryland
-$11.6K -119 Closed
LFA
2561
Livelsberger Financial Advisory
Ohio
-$9.75K -100 Closed
UCI
2562
Uncommon Cents Investing
Wisconsin
-$9.75K -100 Closed
OA
2563
Operose Advisors
Wisconsin
-$9.26K -95 Closed
LOIM
2564
Liberty One Investment Management
Illinois
-$7.1K -73 Closed
CPA
2565
Clear Point Advisors
New York
-$2.65K -27 Closed
PG
2566
Proffitt & Goodson
Tennessee
-$2.54K -26 Closed
TCM
2567
TruNorth Capital Management
Michigan
-$2.54K -26 Closed
CA
2568
Claris Advisors
Missouri
-$682 -7 Closed
APC
2569
Aspire Private Capital
North Carolina
-$195 -2 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.