We are live on ! Find out more
SBUX icon

Starbucks

2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
701
AssuredPartners Investment Advisors
Florida
$2.86M +$257K +2,484 +9%
CIM
702
CIM Investment Management
Pennsylvania
$2.86M -$1.76K -17 -0.1%
MOS
703
MGO One Seven
Ohio
$2.86M +$50.7K +490 +2%
MAS
704
Meeder Advisory Services
Ohio
$2.85M +$45.3K +438 +2%
1SB
705
1ST Source Bank
Indiana
$2.84M -$43.6K -422 -1%
HCM
706
Howard Capital Management
Georgia
$2.83M -$456K -4,415 -13%
SW
707
SteelPeak Wealth
California
$2.83M +$1.04M +10,094 +54%
NIM
708
Nicollet Investment Management
Minnesota
$2.82M -$8.58K -83 -0.3%
HH
709
Hilltop Holdings
Texas
$2.82M +$323K +3,124 +12%
DWA
710
Douglass Winthrop Advisors
New York
$2.81M -$48.8K -472 -2%
WSFS
711
Wilmington Savings Fund Society
Delaware
$2.81M +$451K +4,365 +18%
NAG
712
Northstar Advisory Group
New Jersey
$2.79M +$157K +1,517 +6%
ICM
713
IMS Capital Management
Oregon
$2.79M +$146K +1,415 +5%
PDM
714
Penn Davis McFarland
Texas
$2.78M -$8.79K -85 -0.3%
SP
715
Stablepoint Partners
Massachusetts
$2.78M -$172K -1,664 -6%
JWCA
716
J.W. Cole Advisors
Florida
$2.77M +$1.95M +18,867 +200%
SC
717
Sawyer & Company
Massachusetts
$2.77M -$69.3K -670 -2%
PCM
718
Poehling Capital Management
Wisconsin
$2.77M -$1.49M -14,384 -34%
BWM
719
BNC Wealth Management
Oregon
$2.77M -$53.2K -515 -2%
CUAMC
720
China Universal Asset Management Company
China
$2.76M +$993K +9,604 +52%
GAM
721
Gotham Asset Management
New York
$2.75M +$685K +6,628 +31%
ESBC
722
E.S. Barr & Co
Kentucky
$2.75M -$138K -1,335 -5%
AA
723
Auxano Advisors
Washington
$2.74M -$41.7K -403 -1%
HZ
724
Hixon Zuercher
Ohio
$2.74M +$280K +2,704 +11%
CB
725
Community Bank
New York
$2.73M -$169K -1,633 -6%

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.