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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
LPC
26
Lone Pine Capital
Connecticut
$591M +$235M +2,424,207 +60%
Barclays
27
Barclays
United Kingdom
$560M -$94.1M -972,424 -14%
Goldman Sachs
28
Goldman Sachs
New York
$542M -$70.3M -726,823 -11%
Capital Research Global Investors
29
Capital Research Global Investors
California
$519M +$345M +3,563,942 +168%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$519M +$2.62M +27,130 +0.5%
Viking Global Investors
31
Viking Global Investors
Connecticut
$488M +$356M +3,678,902 +221%
Citadel Advisors
32
Citadel Advisors
Florida
$449M +$461M +4,761,388 +3,086%
Amundi
33
Amundi
France
$442M -$66.6M -688,147 -13%
ClearBridge Investments
34
ClearBridge Investments
New York
$434M +$8.89M +91,841 +2%
Flossbach Von Storch
35
Flossbach Von Storch
Germany
$423M -$90M -930,301 -17%
Franklin Resources
36
Franklin Resources
California
$409M +$20.3M +210,011 +5%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$330M +$232M +2,395,277 +196%
Deutsche Bank
38
Deutsche Bank
Germany
$328M +$98M +1,013,477 +39%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$312M -$32.3M -333,697 -9%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$297M +$169K +1,749 +0.1%
Swiss National Bank
41
Swiss National Bank
Switzerland
$292M -$15.6M -160,800 -5%
Raymond James Financial
42
Raymond James Financial
Florida
$284M +$301M +3,115,433 New
Ameriprise
43
Ameriprise
Minnesota
$279M -$13.8M -143,072 -4%
LCOV
44
London Company of Virginia
Virginia
$272M -$19.1M -197,340 -6%
Principal Financial Group
45
Principal Financial Group
Iowa
$267M +$46.4M +479,933 +20%
AllianceBernstein
46
AllianceBernstein
Tennessee
$266M -$252M -2,604,401 -47%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$265M +$25.3M +261,376 +10%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$256M +$255M +2,638,687 +1,553%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$255M +$9.66M +99,839 +4%
Toronto Dominion Bank
50
Toronto Dominion Bank
Ontario, Canada
$245M +$218M +2,252,809 +515%

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.