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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
MJRIC
251
Mogy Joel R Investment Counsel
California
$21.8M -$3.18M -32,850 -12%
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$21.5M +$990K +10,229 +5%
TAM
253
Trillium Asset Management
Massachusetts
$21.5M -$1.48M -15,289 -6%
SAIG
254
Semper Augustus Investments Group
Colorado
$21.3M +$21.8K +225 +0.1%
CM
255
Castleark Management
Illinois
$21.1M +$741K +7,660 +3%
GT
256
Glenmede Trust
Pennsylvania
$21.1M -$534K -5,522 -2%
AB
257
Amalgamated Bank
New York
$21.1M -$316K -3,268 -1%
HF
258
HRT Financial
New York
$20.9M -$34.7M -358,685 -61%
Bank Julius Baer & Co
259
Bank Julius Baer & Co
Switzerland
$20.8M +$6.66M +68,807 +49%
KFC
260
Klingenstein Fields & Co
New York
$20.3M -$105K -1,088 -0.5%
Neuberger Berman Group
261
Neuberger Berman Group
New York
$20.1M -$2.16M -22,359 -9%
BCIM
262
British Columbia Investment Management
British Columbia, Canada
$19.8M +$2.71M +28,000 +15%
Wolverine Trading
263
Wolverine Trading
Illinois
$19.7M +$10.8M +111,973 +106%
Squarepoint
264
Squarepoint
New York
$19.6M +$13.4M +138,843 +182%
GFM
265
GF Fund Management
China
$19.6M +$20.8M +214,880 New
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$19.3M -$1.74M -17,945 -8%
IMPI
267
Ilmarinen Mutual Pension Insurance
Finland
$19.3M +$3.87M +40,000 +23%
Credit Agricole
268
Credit Agricole
France
$19.1M +$16.7M +172,573 +467%
CCM
269
Coerente Capital Management
Ontario, Canada
$19.1M +$484 +5 +0%
OAM
270
Oppenheimer Asset Management
New York
$19M -$1.2M -12,399 -6%
MAA
271
Matrix Asset Advisors
New York
$18.8M -$337K -3,486 -2%
NP
272
NS Partners
United Kingdom
$18.8M -$1.16M -11,980 -6%
DADC
273
D.A. Davidson & Co
Montana
$18.8M +$951K +9,830 +5%
DnB Asset Management
274
DnB Asset Management
Norway
$18.7M +$1.14M +11,822 +6%
II
275
IFM Investors
Australia
$18.7M -$1.96M -20,223 -9%

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.