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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
OC
351
Oppenheimer & Co
New York
$11.6M +$18K +186 +0.1%
Allianz Asset Management
352
Allianz Asset Management
Germany
$11.5M +$1.49M +15,361 +14%
AIM
353
Arcadia Investment Management
Michigan
$11.5M -$962K -9,948 -7%
MIS
354
Morningstar Investment Services
Illinois
$11.4M -$130M -1,346,120 -91%
UAS
355
United Asset Strategies
New York
$11.4M +$329K +3,401 +3%
QCM
356
QRG Capital Management
Illinois
$11.3M -$142K -1,464 -1%
HMCP
357
Hook Mill Capital Partners
New York
$11.2M +$7.25M +74,900 +157%
AAM
358
Advisors Asset Management
Colorado
$11.1M -$3.77M -38,972 -24%
FMI
359
Factory Mutual Insurance
Massachusetts
$11.1M -$19.5M -201,800 -62%
HI
360
Hendershot Investments
Virginia
$11.1M -$579K -5,982 -5%
MASUI
361
MIRAE ASSET SECURITIES (USA) INC.
New York
$11M +$2M +20,684 +21%
VPIM
362
Vanguard Personalized Indexing Management
California
$11M -$51.5K -532 -0.4%
BBVA
363
Banco Bilbao Vizcaya Argentaria
Spain
$11M +$2.39M +24,718 +26%
VV
364
Verity & Verity
South Carolina
$10.9M +$935K +9,666 +9%
CCM
365
Coldstream Capital Management
Washington
$10.9M -$2.71M -28,041 -19%
MIF
366
Mediolanum International Funds
Ireland
$10.9M +$8.94M +92,375 +330%
Capstone Investment Advisors
367
Capstone Investment Advisors
New York
$10.8M +$7.91M +81,770 +221%
PAG
368
Private Advisor Group
New Jersey
$10.8M -$27.3K -282 -0.2%
GU
369
Georgetown University
District of Columbia
$10.8M +$68K +703 +0.6%
ACIM
370
Azimuth Capital Investment Management
Michigan
$10.8M -$242K -2,500 -2%
ATC
371
Argent Trust Co
Tennessee
$10.8M +$199K +2,052 +2%
TCOV
372
Trust Company of Vermont
Vermont
$10.7M -$1.95M -20,147 -15%
KJWM
373
Kiley Juergens Wealth Management
Washington
$10.6M -$49.9K -516 -0.4%
GAM
374
Griffin Asset Management
New York
$10.6M -$273K -2,825 -2%
YCM
375
Yousif Capital Management
Michigan
$10.6M -$307K -3,178 -3%

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.