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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
Pacer Advisors
301
Pacer Advisors
Pennsylvania
$14.7M -$4.07M -39,401 -21%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$14.7M +$4.25M +41,123 +38%
MWM
303
Modera Wealth Management
New Jersey
$14.7M +$146K +1,408 +0.9%
AFG
304
Albion Financial Group
Utah
$14.6M +$330K +3,191 +2%
WRBC
305
W.R. Berkley Corp
Connecticut
$14.6M +$15.4M +149,100 New
PGFC
306
Peapack-Gladstone Financial Corp
New Jersey
$14.6M -$233K -2,255 -1%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$14.5M -$1.66M -16,032 -10%
RIM
308
Rakuten Investment Management
Japan
$14.2M +$15M +145,258 New
LSERS
309
Louisiana State Employees Retirement System
Louisiana
$14.1M +$31K +300 +0.2%
LIP
310
Liontrust Investment Partners
United Kingdom
$14.1M +$14.9M +143,866 New
SPIA
311
Steward Partners Investment Advisory
New York
$14.1M +$1.15M +11,097 +8%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$14.1M +$942K +9,114 +7%
VPIM
313
Vanguard Personalized Indexing Management
California
$14M +$2.25M +21,771 +18%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$13.9M +$788K +7,620 +6%
Assenagon Asset Management
315
Assenagon Asset Management
Luxembourg
$13.9M -$276M -2,666,511 -95%
VIP
316
Vantage Investment Partners
Missouri
$13.8M
CS
317
Candriam SCA
Luxembourg
$13.8M -$968K -9,364 -6%
LC
318
Lincoln Capital
Nebraska
$13.6M -$296K -2,865 -2%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$13.4M -$36.8K -356 -0.3%
AQR Capital Management
320
AQR Capital Management
Connecticut
$13.3M +$4.58M +44,272 +47%
WB
321
WesBanco Bank
West Virginia
$13.3M +$201K +1,949 +1%
MFIM
322
Mesirow Financial Investment Management
Illinois
$13.2M -$1.45M -13,989 -9%
QCM
323
QRG Capital Management
Illinois
$13.2M +$1.11M +10,778 +9%
WA
324
Waverly Advisors
Alabama
$13.1M +$3.92M +37,875 +40%
SOADOR
325
State of Alaska Department of Revenue
Alaska
$13M +$391K +3,780 +3%

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.