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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
SWM
676
Spire Wealth Management
Virginia
$3.29M +$355K +3,667 +11%
NMIMC
677
Northwestern Mutual Investment Management Company
Wisconsin
$3.28M +$7.26K +75 +0.2%
KPPF
678
Klein Pavlis & Peasley Financial
California
$3.25M +$586K +6,056 +20%
WC
679
Weil Company
California
$3.25M +$96.4K +996 +3%
VCP
680
Vista Capital Partners
Oregon
$3.23M -$59.6K -616 -2%
SF
681
Summit Financial
New Jersey
$3.22M -$443K -4,583 -11%
MPIM
682
McGinn Penninger Investment Management
Virginia
$3.21M +$237K +2,445 +7%
WWA
683
WCG Wealth Advisors
Nevada
$3.19M -$197K -2,034 -6%
GAM
684
Generali Asset Management
Italy
$3.18M +$3.37M +34,859 New
FWCM
685
Ferguson Wellman Capital Management
Oregon
$3.17M -$430K -4,442 -11%
TAI
686
Terra Alpha Investments
District of Columbia
$3.16M +$3.35M +34,630 New
RWP
687
RWA Wealth Partners
Massachusetts
$3.16M -$12.1M -125,563 -78%
PSP
688
Pacific Sage Partners
Washington
$3.14M +$291K +3,009 +10%
ET
689
Equitable Trust
Tennessee
$3.14M +$80.7K +834 +2%
NFGCM
690
Norman Fields Gottscho Capital Management
New York
$3.13M -$3.17M -32,754 -49%
EWM
691
Evercore Wealth Management
New York
$3.12M -$187K -1,935 -5%
MFS
692
Mattson Financial Services
Michigan
$3.12M +$233K +2,407 +8%
FWP
693
FAS Wealth Partners
Kansas
$3.11M +$283K +2,921 +9%
PWM
694
Perigon Wealth Management
California
$3.1M +$454K +4,689 +17%
CDDEC
695
Caisse Des Depots Et Consignations
France
$3.07M +$3.26M +33,674 New
AC
696
Allstate Corporation
Illinois
$3.07M +$3.25M +33,629 New
VAS
697
Vestmark Advisory Solutions
Massachusetts
$3.05M -$663K -6,858 -17%
PA
698
Parallel Advisors
California
$3.05M +$81.6K +843 +3%
HCM
699
Howard Capital Management
Georgia
$3.04M +$99.9K +1,033 +3%
PWW
700
Pettyjohn Wood & White
Virginia
$3.03M -$41.1K -425 -1%

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.