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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
KRS
451
Kentucky Retirement Systems
Kentucky
$7.11M -$104K -1,073 -1%
FIM
452
Fruth Investment Management
Texas
$7.1M -$126K -1,300 -2%
PKC
453
Palmer Knight Company
Florida
$7.01M +$97.7K +1,010 +1%
PS
454
Principal Securities
Iowa
$6.99M -$99.4K -1,027 -1%
FG
455
Fiduciary Group
Georgia
$6.9M -$500K -5,164 -6%
BA
456
Bristlecone Advisors
Washington
$6.89M -$13.8K -143 -0.2%
BIAS
457
Beacon Investment Advisory Services
New Jersey
$6.88M -$824K -8,518 -10%
TW
458
TritonPoint Wealth
Maryland
$6.87M -$19K -196 -0.3%
Twin Tree Management
459
Twin Tree Management
Texas
$6.86M +$7.27M +75,185 New
BFA
460
Bragg Financial Advisors
North Carolina
$6.84M -$1.55K -16 -0%
WT
461
Whittier Trust
California
$6.8M +$287K +2,962 +4%
VM
462
Venator Management
Pennsylvania
$6.73M
SW
463
SVB Wealth
Massachusetts
$6.69M +$7.09M +73,326 New
CAM
464
Cresset Asset Management
Illinois
$6.66M -$8.26M -85,366 -54%
SFA
465
Semmax Financial Advisors
North Carolina
$6.63M +$105K +1,081 +2%
WF
466
WoodTrust Financial
Wisconsin
$6.61M -$185K -1,917 -3%
LI
467
Lafayette Investments
Maryland
$6.58M -$176K -1,821 -2%
BFS
468
Bard Financial Services
Connecticut
$6.58M -$19.3K -200 -0.3%
WIC
469
WealthBridge Investment Counsel
Alberta, Canada
$6.57M -$32.9K -340 -0.5%
RSVP
470
Ramsay Stattman Vela & Price
Colorado
$6.55M -$147K -1,523 -2%
CA
471
CSM Advisors
Pennsylvania
$6.47M -$386K -3,985 -5%
SIG
472
Stonegate Investment Group
Alabama
$6.46M -$56.2K -581 -0.8%
AWM
473
AE Wealth Management
Kansas
$6.41M +$4.56M +47,104 +204%
HIMCH
474
Hartford Investment Management Co (HIMCO)
Connecticut
$6.39M -$119K -1,225 -2%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$6.39M -$471K -4,865 -6%

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.