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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
RFM
576
Royal Fund Management
Florida
$4.45M -$4.6M -47,598 -50%
CA
577
Cornerstone Advisors
North Carolina
$4.44M +$77.4K +800 +2%
IWC
578
Integrated Wealth Concepts
Massachusetts
$4.44M +$181K +1,872 +4%
HAG
579
HighPoint Advisor Group
Illinois
$4.44M -$38.4K -397 -1%
TI
580
Tidal Investments
Wisconsin
$4.42M -$550K -5,684 -11%
AWM
581
Apollon Wealth Management
South Carolina
$4.4M +$964K +9,961 +26%
BF
582
BOK Financial
Oklahoma
$4.39M -$154K -1,595 -3%
LDB
583
Lee, Danner & Bass
Tennessee
$4.38M -$26.6K -275 -0.6%
BCCM
584
Black Cypress Capital Management
Florida
$4.36M +$97.3K +1,006 +2%
SN
585
Sittner & Nelson
Oregon
$4.35M +$12.2K +126 +0.3%
BBWA
586
Bell & Brown Wealth Advisors
California
$4.33M +$58.2K +602 +1%
MDCM
587
Morgan Dempsey Capital Management
Wisconsin
$4.33M -$406K -4,197 -8%
AIP
588
Ameritas Investment Partners
Nebraska
$4.33M +$149K +1,540 +3%
HIM
589
Harbour Investment Management
Washington
$4.32M -$78.3K -809 -2%
MA
590
Mutual Advisors
Nebraska
$4.32M -$121K -1,248 -3%
PCM
591
Palouse Capital Management
Washington
$4.31M -$118K -1,218 -3%
OAC
592
OMERS Administration Corp
Ontario, Canada
$4.31M +$259K +2,681 +6%
PMG
593
ProVise Management Group
Florida
$4.3M -$253K -2,616 -5%
Luther King Capital Management (LKCM)
594
Luther King Capital Management (LKCM)
Texas
$4.3M -$181K -1,870 -4%
JSP
595
Jackson Square Partners
California
$4.26M -$231K -2,383 -5%
SAM
596
Silvercrest Asset Management
New York
$4.24M -$5.51K -57 -0.1%
IIC
597
Ironwood Investment Counsel
Arizona
$4.21M -$1.63M -16,833 -27%
CA
598
Commerzbank Aktiengesellschaft
Germany
$4.21M +$266K +2,749 +6%
APWM
599
Argonautica Private Wealth Management
Massachusetts
$4.18M -$23.1K -239 -0.5%
EF
600
Empowered Funds
Pennsylvania
$4.18M +$569K +5,877 +15%

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.