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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
JG
726
Jain Global
New York
$2.75M +$2.91M +30,113 New
SP
727
Stablepoint Partners
Massachusetts
$2.74M +$55.7K +576 +2%
GGA
728
Granite Group Advisors
Connecticut
$2.74M -$148K -1,530 -5%
RCM
729
RNC Capital Management
California
$2.7M -$357K -3,692 -11%
GIC
730
Generali Investments CEE
Czech Republic
$2.69M +$2.85M +29,500 New
CFG
731
Citizens Financial Group
Rhode Island
$2.69M +$875K +9,047 +44%
CB
732
Community Bank
New York
$2.69M -$26.1K -270 -0.9%
TCA
733
Trifecta Capital Advisors
Illinois
$2.69M +$28.1K +290 +1%
1SB
734
1ST Source Bank
Indiana
$2.68M -$18.8K -194 -0.7%
ESBC
735
E.S. Barr & Co
Kentucky
$2.68M -$322K -3,331 -10%
CIM
736
CIM Investment Management
Pennsylvania
$2.67M -$2.81K -29 -0.1%
NL
737
NVWM LLC
Pennsylvania
$2.67M -$19.2K -198 -0.7%
IRAG
738
Investment Research & Advisory Group
Georgia
$2.66M +$26K +269 +0.9%
DWA
739
Douglass Winthrop Advisors
New York
$2.66M +$13.1K +135 +0.5%
SC
740
Sawyer & Company
Massachusetts
$2.64M -$91.4K -945 -3%
KWM
741
Kingsview Wealth Management
Oregon
$2.63M -$154K -1,595 -5%
NIM
742
Nicollet Investment Management
Minnesota
$2.63M -$233K -2,411 -8%
LBC
743
Lowe Brockenbrough & Co
Virginia
$2.63M -$323K -3,338 -10%
BWM
744
BNC Wealth Management
Oregon
$2.62M +$580 +6 +0%
MAS
745
Meeder Advisory Services
Ohio
$2.61M -$20.3K -210 -0.7%
MOS
746
MGO One Seven
Ohio
$2.61M -$7.84K -81 -0.3%
OCBCO
747
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.61M -$2.87M -29,655 -51%
CHC
748
City Holding Co
West Virginia
$2.6M +$295K +3,052 +12%
AFA
749
Arlington Financial Advisors
California
$2.6M -$537K -5,555 -16%
PDM
750
Penn Davis McFarland
Texas
$2.6M -$13.1K -135 -0.5%

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.