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2,312 hedge funds and large institutions have $78.2B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 720 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2% more funds holding

Funds holding: 2,2592,312 (+53)

0.62% more ownership

Funds ownership: 80.94%81.56% (+0.62%)

0% more capital invested

Capital invested by funds: $77.8B → $78.2B (+$350M)

34% less repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 1,097

Holders
2,312
Holders Change
+53
Holders Change %
+2.35%
% of All Funds
28.13%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
720
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
451
Perryman Financial Advisory
Texas
$5.11M +$5.12M +60,694 New
SW
452
SlateStone Wealth
Florida
$5.08M +$78.6K +932 +2%
SN
453
Sittner & Nelson
Oregon
$5.08M +$197K +2,336 +5%
NG
454
Northstar Group
New York
$5.08M -$111K -1,312 -2%
ATPW
455
Ashton Thomas Private Wealth
Arizona
$5.04M -$4M -47,366 -44%
EWA
456
EP Wealth Advisors
California
$5.02M +$5.03M +59,612 New
HAG
457
HighPoint Advisor Group
Illinois
$4.97M +$870K +10,315 +21%
GRP
458
Global Retirement Partners
California
$4.95M +$458K +5,429 +10%
GD
459
Grandfield & Dodd
New York
$4.94M -$454K -5,383 -8%
FCH
460
Freestone Capital Holdings
Washington
$4.93M -$133K -1,577 -3%
HCMT
461
Highland Capital Management (Tennessee)
Tennessee
$4.93M -$229K -2,719 -4%
NW
462
NewEdge Wealth
Pennsylvania
$4.92M -$2.01M -23,871 -29%
MPIM
463
McGinn Penninger Investment Management
Virginia
$4.86M -$327K -3,880 -6%
RFM
464
Royal Fund Management
Florida
$4.86M -$7.69M -91,165 -61%
WT
465
Whittier Trust
California
$4.86M -$336K -3,978 -7%
CGIM
466
Capital Group Investment Management
Singapore
$4.85M +$179K +2,118 +4%
PA
467
Perennial Advisors
New York
$4.82M +$208K +2,466 +4%
SBH
468
Segall Bryant & Hamill
Illinois
$4.82M -$962K -11,406 -17%
FG
469
Fiduciary Group
Georgia
$4.8M -$1.25M -14,854 -21%
CAM
470
Cresset Asset Management
Illinois
$4.79M +$16.3K +193 +0.3%
Capstone Investment Advisors
471
Capstone Investment Advisors
New York
$4.78M -$8.62M -102,208 -64%
AAIS
472
ABN AMRO Investment Solutions
$4.78M +$4.26M +50,528 +814%
MSRPS
473
Maryland State Retirement & Pension System
Maryland
$4.78M
GIBU
474
Gulf International Bank (UK)
United Kingdom
$4.75M
HNB
475
Huntington National Bank
Ohio
$4.73M -$905K -10,729 -16%