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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
AAMA
476
Advanced Asset Management Advisors
Ohio
$6.39M
LTI
477
Laffer Tengler Investments
Tennessee
$6.38M +$1.18M +12,148 +21%
MFG
478
Merit Financial Group
Georgia
$6.31M +$282K +2,918 +4%
CTA
479
Chesley Taft & Associates
Illinois
$6.15M -$90.9K -940 -1%
CGL
480
Clarius Group LLC
Washington
$6.11M +$22.7K +235 +0.4%
Teacher Retirement System of Texas
481
Teacher Retirement System of Texas
Texas
$6.1M +$2.53M +26,164 +64%
HFM
482
Harvest Fund Management
China
$6.08M +$969K +10,019 +18%
LRIC
483
Long Road Investment Counsel
Michigan
$6.08M -$19.3K -200 -0.3%
MCM
484
MAI Capital Management
Ohio
$6.07M -$402K -4,160 -6%
LFAS
485
Level Four Advisory Services
Texas
$6.02M +$114K +1,178 +2%
IMC Chicago
486
IMC Chicago
Illinois
$6M +$6.37M +65,803 New
NG
487
Northstar Group
New York
$6M -$88.3K -913 -1%
RHDIC
488
R.H. Dinel Investment Counsel
California
$5.99M
SI
489
Stephens Inc
Arkansas
$5.99M -$291K -3,013 -4%
HVIA
490
Hudson Valley Investment Advisors
New York
$5.94M -$260K -2,692 -4%
I
491
InvesTrust
Oklahoma
$5.91M +$6.28M +64,886 New
GIA
492
Gateway Investment Advisers
Ohio
$5.9M -$407K -4,203 -6%
JWBC
493
J.W. Burns & Co
New York
$5.89M -$509K -5,260 -8%
Thrivent Financial for Lutherans
494
Thrivent Financial for Lutherans
Minnesota
$5.86M +$25.2K +260 +0.4%
NL
495
NWAM LLC
Washington
$5.85M +$18.6K +192 +0.3%
WIA
496
World Investment Advisors
California
$5.83M -$715K -7,392 -10%
OCM
497
One Capital Management
California
$5.82M -$312K -3,227 -5%
TPCM
498
Templeton & Phillips Capital Management
Tennessee
$5.82M
BMSSC
499
B. Metzler seel. Sohn & Co
Germany
$5.82M -$547K -5,653 -8%
WAM
500
Wolverine Asset Management
Illinois
$5.81M +$6.16M +63,689 New

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.