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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
SG Americas Securities
276
SG Americas Securities
New York
$18.7M +$15.3M +157,908 +337%
CWM
277
CIBC World Markets
New York
$18.6M +$2.45M +25,304 +14%
VMPIC
278
Varma Mutual Pension Insurance Co
Finland
$18.5M -$6.13M -63,400 -24%
HC
279
Henshaw Capital
Massachusetts
$18.3M
IGAM
280
iA Global Asset Management
Quebec, Canada
$18.3M +$7.44M +76,910 +62%
BA
281
Bridgewater Associates
Connecticut
$18.3M -$16.1M -166,250 -45%
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$18.2M -$37.1M -383,221 -66%
AF
283
Allworth Financial
California
$17.7M +$215K +2,223 +1%
FCI
284
Financial Counselors Inc
Kansas
$17.6M -$518K -5,352 -3%
WTA
285
Washington Trust Advisors
Massachusetts
$17.6M -$498K -5,151 -3%
CIC
286
Crawford Investment Counsel
Georgia
$17.5M -$855K -8,842 -4%
Pacer Advisors
287
Pacer Advisors
Pennsylvania
$17.3M +$4.84M +50,030 +36%
URS
288
Utah Retirement Systems
Utah
$17.2M +$58K +600 +0.3%
CISOA
289
Capital Investment Services of America
Wisconsin
$16.9M -$354K -3,663 -2%
CSIC
290
Clifford Swan Investment Counsel
California
$16.6M -$387K -3,998 -2%
WP
291
Waycross Partners
Kentucky
$16.6M +$513K +5,306 +3%
USAA
292
United Services Automobile Association
Texas
$16.5M +$3.58K +37 +0%
CLGM
293
Capitolis Liquid Global Markets
New York
$16.4M
CI
294
Capital International
California
$16.4M +$3.41M +35,282 +24%
AssetMark Inc
295
AssetMark Inc
California
$16.4M +$13.9M +144,125 +408%
CGH
296
Crossmark Global Holdings
Texas
$16.4M +$73.9K +764 +0.4%
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$16.3M -$741K -7,661 -4%
TC
298
TownSquare Capital
Utah
$16.3M +$1.83M +18,877 +12%
LCM
299
Logan Capital Management
Pennsylvania
$16.2M -$434K -4,483 -2%
BJL
300
Brighton Jones LLC
Washington
$16.1M +$7.93M +81,952 +86%

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.