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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
QCM
376
Quantinno Capital Management
New York
$10.6M +$1.11M +11,461 +11%
BEI
377
Benjamin Edwards Inc
Missouri
$10.5M -$292K -3,017 -3%
WF
378
Welch & Forbes
Massachusetts
$10.4M -$501K -5,182 -4%
SWM
379
Stockman Wealth Management
Montana
$10.3M +$113K +1,169 +1%
PA
380
Profund Advisors
Maryland
$10.3M +$1.38M +14,239 +14%
DA
381
Dillon & Associates
Michigan
$10.2M -$2.56M -26,415 -19%
CCM
382
Candlestick Capital Management
Connecticut
$10.1M -$37.8M -391,187 -78%
GAM
383
Gemmer Asset Management
California
$10M -$44.5K -460 -0.4%
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$9.95M +$1M +10,342 +10%
TMAM
385
Tokio Marine Asset Management
Japan
$9.85M +$6.99M +72,242 +202%
MSU
386
Mizuho Securities USA
New York
$9.8M +$3.28M +33,948 +46%
TRCT
387
Tower Research Capital (TRC)
New York
$9.68M +$4.39M +45,357 +75%
MCM
388
Mattern Capital Management
Colorado
$9.66M -$2.23K -23 -0%
NA
389
NewEdge Advisors
Louisiana
$9.54M +$311K +3,219 +3%
SBH
390
Segall Bryant & Hamill
Illinois
$9.51M +$1.32M +13,683 +15%
OIAM
391
OFI Invest Asset Management
France
$9.5M +$10.4M +107,776 New
WAM
392
Weatherly Asset Management
California
$9.49M -$96K -992 -0.9%
EMPI
393
Elo Mutual Pension Insurance
Finland
$9.44M -$410K -4,236 -4%
BRCM
394
Bright Rock Capital Management
Massachusetts
$9.13M
CS
395
Clear Street
New York
$9.13M
MMA
396
Miracle Mile Advisors
California
$9.11M +$3.48M +35,952 +56%
Nomura Holdings
397
Nomura Holdings
Japan
$9.06M -$736K -7,612 -7%
OPERF
398
Oregon Public Employees Retirement Fund
Oregon
$8.86M +$18.4K +190 +0.2%
CIG
399
Cullen Investment Group
Louisiana
$8.7M -$174K -1,803 -2%
WA
400
Waverly Advisors
Alabama
$8.69M +$141K +1,461 +2%

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.