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2,314 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, 722 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: 2,2612,314 (+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: 722 | Existing positions reduced: 1,097

Holders
2,314
Holders Change
+53
Holders Change %
+2.34%
% of All Funds
28.15%
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
722
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
GAM
501
Gotham Asset Management
New York
$4.28M +$1.04M +12,380 +32%
DWP
502
Daymark Wealth Partners
Ohio
$4.28M -$47.4K -562 -1%
RCM
503
RB Capital Management
Nevada
$4.26M -$376K -4,454 -8%
SC
504
Sepio Capital
Utah
$4.23M +$272K +3,227 +7%
VWM
505
Valley Wealth Managers
New Jersey
$4.23M +$128K +1,513 +3%
BBWA
506
Bell & Brown Wealth Advisors
California
$4.22M +$89.6K +1,062 +2%
ACM
507
Alpha Capital Management
Texas
$4.21M +$501K +5,936 +13%
LOAMS
508
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.17M +$869K +10,300 +26%
FT
509
Fiduciary Trust
Massachusetts
$4.16M -$133K -1,573 -3%
BAMF
510
BI Asset Management Fondsmaeglerselskab
Denmark
$4.15M -$283K -3,351 -6%
PAM
511
Pegasus Asset Management
New York
$4.13M +$2.07M +24,541 +100%
DWM
512
Dakota Wealth Management
Florida
$4.09M -$109K -1,292 -3%
PMG
513
ProVise Management Group
Florida
$4.07M +$99.8K +1,183 +3%
FCT
514
Family Capital Trust
Massachusetts
$4.05M -$5.91K -70 -0.1%
BMWM
515
Brown Miller Wealth Management
Virginia
$4.05M +$27.9K +331 +0.7%
NGA
516
Naples Global Advisors
Florida
$4.03M -$395K -4,686 -9%
MA
517
Mutual Advisors
Nebraska
$4M -$104K -1,230 -3%
SFA
518
Sequoia Financial Advisors
Ohio
$3.99M +$218K +2,579 +6%
QT
519
Quantbot Technologies
New York
$3.98M -$15.7K -186 -0.4%
LDB
520
Lee, Danner & Bass
Tennessee
$3.95M -$8.27K -98 -0.2%
MSE
521
MUFG Securities EMEA
United Kingdom
$3.93M +$2.1M +24,858 +114%
BFA
522
Benedict Financial Advisors
Georgia
$3.92M -$90.3K -1,071 -2%
EWM
523
Empirical Wealth Management
Washington
$3.92M -$27.1K -321 -0.7%
CIC
524
Chilton Investment Company
Connecticut
$3.91M -$5.54M -65,658 -59%
IFG
525
Independent Financial Group
California
$3.9M +$679K +8,053 +21%