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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
MCA
701
Martin Capital Advisors
Texas
$3.02M +$76.4K +790 +2%
FAIM
702
Financial Advocates Investment Management
Washington
$3.02M -$329K -3,401 -9%
GC
703
Gould Capital
Washington
$3.02M -$51.2K -529 -2%
AC
704
Arrow Capital
Australia
$2.97M +$3.15M +32,584 New
RBC
705
Romano Brothers & Co
Illinois
$2.94M -$9.67K -100 -0.3%
GT
706
Greenleaf Trust
Michigan
$2.94M -$349K -3,611 -10%
BHWM
707
Bar Harbor Wealth Management
New Hampshire
$2.91M +$168K +1,733 +6%
CCM
708
Conway Capital Management
California
$2.91M -$9.67K -100 -0.3%
GC
709
Grimes & Company
Massachusetts
$2.89M -$295K -3,045 -9%
BCA
710
Bray Capital Advisors
Florida
$2.88M -$410K -4,236 -12%
RG
711
Rathbones Group
United Kingdom
$2.87M -$898K -9,278 -23%
RMDI
712
R.M. Davis Inc
Maine
$2.87M -$141K -1,461 -4%
FDP
713
Financiere des Professionnels
Quebec, Canada
$2.87M -$54K -558 -2%
HWA
714
HCR Wealth Advisors
California
$2.86M -$14.7K -152 -0.5%
FLI
715
Family Legacy Inc
South Carolina
$2.86M +$30.6K +316 +1%
CFM
716
Coronation Fund Managers
South Africa
$2.86M -$60.3K -623 -2%
RIL
717
Rothschild Investment LLC
Illinois
$2.83M +$241K +2,491 +9%
CA
718
Clearstead Advisors
Ohio
$2.83M -$178K -1,838 -6%
QPBE
719
Quintet Private Bank (Europe)
Luxembourg
$2.83M -$929K -9,605 -24%
DILIC
720
Dai-ichi Life Insurance Company
Japan
$2.82M +$290K +3,000 +11%
VFA
721
Valeo Financial Advisors
Indiana
$2.81M -$124K -1,282 -2%
VFA
722
Voya Financial Advisors
Connecticut
$2.81M -$299K -3,087 -9%
VIA
723
Vickerman Investment Advisors
Washington
$2.78M -$119K -1,227 -4%
JIM
724
Jensen Investment Management
Oregon
$2.76M -$125M -1,287,290 -98%
EI
725
Ethic Inc
New York
$2.75M +$689K +7,123 +31%

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.