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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
MWM
326
Modera Wealth Management
New Jersey
$13.6M +$156K +1,610 +1%
MFIM
327
Mesirow Financial Investment Management
Illinois
$13.5M -$202K -2,084 -1%
NIM
328
NEOS Investment Management
Connecticut
$13.5M +$2.87M +29,690 +25%
Hudson Bay Capital Management
329
Hudson Bay Capital Management
Connecticut
$13.4M +$5.3M +54,801 +59%
AIMC
330
Alley Investment Management Company
Illinois
$13.4M +$290K +2,994 +2%
AFG
331
Albion Financial Group
Utah
$13.3M +$7.16K +74 +0.1%
SWP
332
Strategic Wealth Partners
Ohio
$13.2M +$2.65M +27,428 +31%
LSERS
333
Louisiana State Employees Retirement System
Louisiana
$13.1M -$619K -6,400 -4%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$13M +$258K +2,670 +2%
Public Sector Pension Investment Board (PSP Investments)
335
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.9M -$29.8M -307,707 -68%
VIP
336
Vantage Investment Partners
Missouri
$12.8M -$1.72M -17,826 -11%
GLA
337
Great Lakes Advisors
Illinois
$12.6M -$68K -703 -0.5%
AI
338
Atria Investments
North Carolina
$12.5M -$2.02M -20,846 -13%
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$12.5M -$174K -1,802 -1%
MOACM
340
Mutual of America Capital Management
New York
$12.4M -$363K -3,751 -3%
ZIG
341
Zuckerman Investment Group
Illinois
$12.3M +$56.5K +584 +0.5%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$12.3M +$710K +7,342 +6%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$12.3M +$331K +3,418 +3%
KIA
344
KCM Investment Advisors
California
$12.2M -$197K -2,036 -1%
WB
345
WesBanco Bank
West Virginia
$12.2M +$204K +2,111 +2%
SPIA
346
Steward Partners Investment Advisory
New York
$12.1M +$171K +1,763 +1%
CB
347
Commerce Bank
Missouri
$12M -$262K -2,709 -2%
SOADOR
348
State of Alaska Department of Revenue
Alaska
$11.8M -$232K -2,400 -2%
SVCP
349
Silicon Valley Capital Partners
California
$11.6M -$488K -5,044 -4%
Lido Advisors
350
Lido Advisors
California
$11.6M +$825K +8,524 +7%

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.