We are live on ! Find out more
SBUX icon

Starbucks

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
HWM
651
HB Wealth Management
Georgia
$3.47M -$33.8K -349 -0.9%
PA
652
Procyon Advisors
Connecticut
$3.47M -$87.5K -904 -2%
BFG
653
Beacon Financial Group
Texas
$3.46M -$58.5K -605 -2%
RMC
654
Resources Management Corp
Connecticut
$3.46M -$5.22K -54 -0.1%
IC
655
Inkwell Capital
Florida
$3.46M +$3.66M +37,872 New
Two Sigma Investments
656
Two Sigma Investments
New York
$3.45M -$12.8K -132 -0.3%
LSAG
657
Lake Street Advisors Group
New Hampshire
$3.44M +$1.94M +20,076 +114%
SSWM
658
Smith Salley Wealth Management
North Carolina
$3.44M +$108K +1,112 +3%
TG
659
TCW Group
California
$3.43M -$1.33M -13,787 -27%
JC
660
JB Capital
Connecticut
$3.42M +$126K +1,306 +4%
NL
661
NKCFO LLC
Illinois
$3.41M +$909K +9,400 +34%
IAN
662
Integrated Advisors Network
Texas
$3.41M -$270K -2,796 -7%
HAS
663
HBW Advisory Services
California
$3.41M +$2.8M +28,994 +76%
HTC
664
Haverford Trust Company
Pennsylvania
$3.4M -$269K -2,785 -7%
EL
665
Essex LLC
Illinois
$3.39M -$245K -2,532 -6%
SCA
666
Snowden Capital Advisors
New York
$3.39M -$619K -6,395 -15%
LOAMS
667
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.38M +$303K +3,134 +9%
NEI
668
Northwest & Ethical Investments
Ontario, Canada
$3.37M -$622K -6,427 -15%
HI
669
Harrington Investments
California
$3.37M +$59.2K +612 +2%
CA
670
Callahan Advisors
Texas
$3.36M +$80.3K +830 +2%
SF
671
Synovus Financial
Georgia
$3.35M -$133K -1,378 -4%
JFG
672
Jefferies Financial Group
New York
$3.34M +$822K +8,500 +30%
MIM
673
Marco Investment Management
Georgia
$3.32M +$119K +1,228 +3%
CI
674
Ceera Investments
Texas
$3.32M -$58.5K -605 -2%
SG
675
StoneX Group
New York
$3.3M +$2.92M +30,159 +498%

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.