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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
DW30
601
Drucker Wealth 3.0
New Jersey
$4.17M -$217K -2,245 -5%
VWM
602
Valley Wealth Managers
New Jersey
$4.16M -$589K -6,089 -12%
BFA
603
Benedict Financial Advisors
Georgia
$4.15M +$144K +1,493 +3%
Robeco Institutional Asset Management
604
Robeco Institutional Asset Management
Netherlands
$4.15M -$1.65K -17 -0%
CMP
605
Coston McIsaac & Partners
Maine
$4.14M -$939K -9,701 -18%
BRWA
606
B. Riley Wealth Advisors
Florida
$4.11M -$542K -5,606 -11%
WAS
607
Wesleyan Assurance Society
United Kingdom
$4.1M -$145K -1,500 -3%
NSIM
608
North Star Investment Management
Illinois
$4.07M +$17K +176 +0.4%
AP
609
Arlington Partners
Alabama
$4.06M +$53.5K +553 +1%
JIC
610
Johnson Investment Counsel
Ohio
$4.06M -$399K -4,123 -8%
BRA
611
Bender Robert & Associates
California
$4.05M +$112K +1,155 +3%
BMWM
612
Brown Miller Wealth Management
Virginia
$4.05M -$25.4K -263 -0.6%
LS
613
Leelyn Smith
Illinois
$4.04M +$92.6K +957 +2%
KA
614
Kercheville Advisors
Texas
$4.02M -$33.9K -350 -0.8%
RC
615
Reik & Co
New York
$3.97M -$336K -3,475 -7%
1WA
616
180 Wealth Advisors
Washington
$3.96M -$164K -1,693 -4%
GL
617
GHE LLC
Tennessee
$3.95M -$142K -1,472 -3%
CAG
618
Crestwood Advisors Group
Massachusetts
$3.95M -$231K -2,384 -5%
OIA
619
OneDigital Investment Advisors
Kansas
$3.94M -$598K -6,180 -13%
HFS
620
HBC Financial Services
Washington
$3.92M +$193 +2 +0%
WANY
621
Wealthspire Advisors (New York)
New York
$3.9M +$49.9K +516 +1%
SFI
622
Siemens Fonds Invest
Germany
$3.89M +$79.5K +822 +2%
PHIC
623
Pine Haven Investment Counsel
Massachusetts
$3.89M +$10.2K +105 +0.2%
PCM
624
Poehling Capital Management
Wisconsin
$3.89M -$615K -6,358 -13%
ECM
625
Exchange Capital Management
Michigan
$3.87M -$76.5K -791 -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.