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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
Fayez Sarofim & Co
426
Fayez Sarofim & Co
Texas
$7.76M -$17.8K -184 -0.2%
VFM
427
Viking Fund Management
North Dakota
$7.76M -$1.93M -20,000 -19%
SAM
428
SP Asset Management
California
$7.72M +$48.1K +497 +0.6%
ABC
429
Associated Banc-Corp
Wisconsin
$7.71M -$426K -4,399 -5%
PCC
430
Park Circle Company
Maryland
$7.69M
VA
431
Vident Advisory
Georgia
$7.65M +$482K +4,985 +6%
CCMINC
432
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.63M +$144K +1,487 +2%
Vontobel Holding
433
Vontobel Holding
Switzerland
$7.62M -$5.96M -61,591 -42%
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.59M -$3.01M -31,082 -27%
VCM
435
Vision Capital Management
Oregon
$7.58M -$1.27M -13,123 -14%
CFB
436
Cullen/Frost Bankers
Texas
$7.54M -$643K -6,648 -7%
Bessemer Group
437
Bessemer Group
New Jersey
$7.48M -$80.8M -834,732 -91%
SWP
438
Stratos Wealth Partners
Ohio
$7.44M -$458K -4,730 -5%
DC
439
Davenport & Co
Virginia
$7.43M +$73.1K +756 +0.9%
MWM
440
Marietta Wealth Management
Georgia
$7.4M +$8.51K +88 +0.1%
HT
441
Heritage Trust
Oklahoma
$7.36M +$7.8M +80,652 New
AAS
442
Avantax Advisory Services
Texas
$7.31M -$18.9K -195 -0.2%
SC
443
Shellback Capital
Massachusetts
$7.3M +$7.74M +80,000 New
HFS
444
Hantz Financial Services
Michigan
$7.29M +$367K +3,791 +5%
SYBT
445
Stock Yards Bank & Trust
Kentucky
$7.29M -$331K -3,421 -4%
AWS
446
Atria Wealth Solutions
New York
$7.27M -$2.2M -22,727 -22%
CCM
447
Cinctive Capital Management
New York
$7.26M +$2.41M +24,888 +45%
AC
448
Addenda Capital
Quebec, Canada
$7.21M -$21.7K -224 -0.3%
IFWM
449
Institute for Wealth Management
Colorado
$7.16M -$17.7K -183 -0.2%
Wealthfront Advisers
450
Wealthfront Advisers
California
$7.12M +$2.15M +22,243 +40%

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.