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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
BAM
526
Bellevue Asset Management
Washington
$5.27M -$619K -6,397 -10%
FCH
527
Freestone Capital Holdings
Washington
$5.24M -$699K -7,227 -11%
AA
528
ALPS Advisors
Colorado
$5.23M -$18.4K -190 -0.3%
NGA
529
Naples Global Advisors
Florida
$5.22M -$149K -1,535 -3%
MGP
530
Metis Global Partners
California
$5.18M +$131K +1,356 +2%
PAS
531
Park Avenue Securities
New York
$5.17M +$958K +9,901 +21%
RCM
532
RB Capital Management
Nevada
$5.17M +$5.03K +52 +0.1%
FNBT
533
FineMark National Bank & Trust
Florida
$5.16M -$126K -1,307 -2%
DWM
534
Dakota Wealth Management
Florida
$5.1M +$9K +93 +0.2%
BPWM
535
Badgley Phelps Wealth Managers
Washington
$5.08M -$130K -1,345 -2%
KCPG
536
Kavar Capital Partners Group
Kansas
$5.03M -$47.9K -495 -0.9%
ASN
537
Advisory Services Network
Georgia
$5.02M -$646K -6,679 -11%
TIAA Trust, National Association
538
TIAA Trust, National Association
North Carolina
$5.02M +$21.5K +222 +0.4%
MC
539
Middleton & Co
Massachusetts
$4.99M -$332K -3,436 -6%
HIA
540
Harbor Investment Advisory
Maryland
$4.97M -$64.2K -664 -1%
LCM
541
LVM Capital Management
Michigan
$4.95M -$2.43M -25,165 -32%
DP
542
Dearborn Partners
Illinois
$4.94M -$63.5K -656 -1%
NMERB
543
New Mexico Educational Retirement Board
New Mexico
$4.93M -$135K -1,400 -3%
Fiera Capital (Canada)
544
Fiera Capital (Canada)
Quebec, Canada
$4.9M +$289K +2,989 +6%
LSWM
545
Lorne Steinberg Wealth Management
Canada
$4.9M +$71.1K +735 +1%
GP
546
Guardian Partners
Canada
$4.88M +$5.1M +52,683 New
ACM
547
Altrius Capital Management
North Carolina
$4.86M -$90.5K -935 -2%
HAI
548
Hennessy Advisors Inc
California
$4.85M -$184K -1,900 -3%
BS
549
Banco Santander
Spain
$4.84M -$870K -8,989 -14%
HB
550
HTLF Bank
Colorado
$4.84M -$63.7K -658 -1%

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.