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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
VIM
626
VELA Investment Management
Ohio
$3.84M +$15K +155 +0.4%
FA
627
Financial Avengers
California
$3.84M +$31.4K +325 +0.8%
IAM
628
Infusive Asset Management
New York
$3.83M -$2.57M -26,523 -39%
VHAM
629
Van Hulzen Asset Management
California
$3.83M +$175K +1,806 +4%
BSI
630
Bennett Selby Investments
Maine
$3.78M -$42.3K -437 -1%
FFA
631
Farther Finance Advisors
California
$3.75M +$361K +3,729 +10%
SCM
632
Stonebridge Capital Management
California
$3.75M -$26.6K -275 -0.7%
AUB
633
Atlantic Union Bankshares
Virginia
$3.73M -$149K -1,537 -4%
EWM
634
Empirical Wealth Management
Washington
$3.71M +$217K +2,242 +6%
MYAM
635
Meiji Yasuda Asset Management
Japan
$3.68M +$73.1K +756 +2%
SC
636
Savant Capital
Illinois
$3.66M -$77.6K -802 -2%
IFG
637
Independent Financial Group
California
$3.63M -$217K -2,244 -5%
PD
638
Point72 (DIFC)
United Arab Emirates
$3.63M +$3.85M +39,780 New
SFA
639
Sequoia Financial Advisors
Ohio
$3.62M -$4.18M -43,202 -52%
BCMO
640
Buckingham Capital Management (Ohio)
Ohio
$3.62M -$332K -3,435 -8%
TCBWMS
641
Texas Capital Bank Wealth Management Services
Texas
$3.6M -$7.73M -79,950 -67%
TCB
642
Texas Capital Bancshares
Texas
$3.59M -$882K -9,115 -19%
EF
643
Empirical Finance
Pennsylvania
$3.57M -$50.6K -523 -1%
NFG
644
Nations Financial Group
Iowa
$3.57M +$49K +507 +1%
CGIM
645
Capital Group Investment Management
Singapore
$3.55M +$759K +7,843 +25%
MSAM
646
Moloney Securities Asset Management
Missouri
$3.52M -$78.1K -807 -2%
PCTC
647
Perkins Coie Trust Company
Washington
$3.51M -$428K -4,419 -10%
WBC
648
Westpac Banking Corp
Australia
$3.48M +$414K +4,277 +13%
PMWMG
649
Parr McKnight Wealth Management Group
Minnesota
$3.48M +$3.69M +38,098 New
LNWWM
650
Laird Norton Wetherby Wealth Management
California
$3.48M +$138K +1,427 +4%

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.