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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
AMM
551
American Money Management
California
$4.81M -$1.74K -18 -0%
TIM
552
Thompson Investment Management
Wisconsin
$4.8M -$249K -2,578 -5%
CCG
553
Cloverfields Capital Group
Minnesota
$4.78M -$48.2K -498 -0.9%
NW
554
NewEdge Wealth
Pennsylvania
$4.77M -$1.22M -12,585 -19%
CIA
555
Concurrent Investment Advisors
Florida
$4.75M +$195K +2,017 +4%
CTC
556
Central Trust Company
Missouri
$4.72M -$873K -9,024 -15%
MFAM
557
Motley Fool Asset Management
Virginia
$4.71M -$8.79M -90,886 -64%
UB
558
UMB Bank
Missouri
$4.7M -$1.2M -12,452 -19%
GRP
559
Global Retirement Partners
California
$4.69M +$452K +4,667 +10%
SC
560
Sepio Capital
Utah
$4.68M -$103K -1,063 -2%
RFC
561
Regions Financial Corp
Alabama
$4.68M -$303K -3,130 -6%
PA
562
Perennial Advisors
New York
$4.68M +$4.96M +51,263 New
TFA
563
Toth Financial Advisory
Virginia
$4.62M +$547K +5,653 +13%
FCT
564
Family Capital Trust
Massachusetts
$4.62M +$41.6K +430 +0.9%
EOJOAM
565
E. Ohman J:or Asset Management
Sweden
$4.6M +$464K +4,800 +11%
IA
566
IFP Advisors
Florida
$4.57M +$22.1K +228 +0.5%
CL
567
Choreo LLC
Illinois
$4.55M -$931K -9,620 -16%
FT
568
Fiduciary Trust
Massachusetts
$4.54M +$68.9K +712 +1%
First Eagle Investment Management
569
First Eagle Investment Management
New York
$4.52M -$26.1K -270 -0.5%
PFS
570
Prospera Financial Services
Texas
$4.51M -$76.4K -790 -2%
WTC
571
WhitTier Trust Company
Nevada
$4.49M +$135K +1,396 +3%
BFW
572
Brady Family Wealth
Missouri
$4.48M -$150K -1,546 -3%
WS
573
Wedbush Securities
California
$4.48M +$32K +331 +0.7%
TSM
574
Two Star Manager
Florida
$4.47M -$4.59M -47,453 -49%
MCC
575
Money Concepts Capital
Florida
$4.46M -$82.4K -852 -2%

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.