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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
Axa
301
Axa
France
$16M -$20.3M -209,425 -54%
NIG
302
NFJ Investment Group
Texas
$15.8M -$346K -3,579 -2%
SCM
303
Shelton Capital Management
Colorado
$15.7M -$183K -1,888 -1%
KAS
304
Kestra Advisory Services
Texas
$15.7M -$2.85M -29,466 -15%
RCM
305
Ratan Capital Management
Florida
$15.7M +$4.45M +45,996 +37%
NAM
306
NorthCrest Asset Manangement
Minnesota
$15.6M +$44.4K +459 +0.3%
WTB
307
Washington Trust Bank
Washington
$15.5M -$750K -7,749 -4%
JC
308
Jacobs & Co
California
$15.4M +$2.23K +23 +0%
RRAM
309
River Road Asset Management
Kentucky
$15.4M -$11.9M -122,927 -42%
LC
310
Lincoln Capital
Nebraska
$15.4M -$245K -2,528 -1%
NYLIM
311
New York Life Investment Management
New York
$15.3M +$31K +320 +0.2%
BFS
312
Bradley Foster & Sargent
Connecticut
$15.3M -$261K -2,699 -2%
HCM
313
Hutchinson Capital Management
California
$15.1M -$37.9K -392 -0.2%
SBWIC
314
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.1M -$227K -2,347 -1%
PFSRSONJ
315
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.1M +$16M +165,038 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$14.9M -$1.12M -11,531 -7%
MGP
317
M&G plc
United Kingdom
$14.5M +$1.3M +13,453 +9%
PA
318
Pinnacle Associates
New York
$14.3M -$7.67M -79,252 -34%
Janus Henderson Group
319
Janus Henderson Group
United Kingdom
$14.2M -$2.47M -25,491 -14%
Envestnet Portfolio Solutions
320
Envestnet Portfolio Solutions
Illinois
$14.2M -$310K -3,205 -2%
PGFC
321
Peapack-Gladstone Financial Corp
New Jersey
$13.8M -$281K -2,908 -2%
CS
322
Candriam SCA
Luxembourg
$13.7M -$13.2M -136,524 -48%
BCM
323
Bornite Capital Management
New York
$13.7M +$14.5M +150,000 New
WG
324
Winton Group
United Kingdom
$13.6M +$9.4M +97,117 +187%
Macquarie Group
325
Macquarie Group
Australia
$13.6M -$7.92M -81,816 -31%

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.