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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
ACI
751
Alpha Cubed Investments
California
$2.59M -$1.4M -14,466 -34%
AA
752
Auxano Advisors
Washington
$2.59M +$3.77K +39 +0.1%
EH
753
Equitable Holdings
New York
$2.57M -$115K -1,186 -4%
TPCW
754
TD Private Client Wealth
New York
$2.57M -$437K -4,514 -14%
TF
755
Threadgill Financial
Texas
$2.56M -$355K -3,666 -12%
AA
756
Ancora Advisors
Ohio
$2.55M -$1.5M -15,510 -36%
CC
757
Centiva Capital
New York
$2.55M +$580K +5,996 +27%
RGC
758
Roberts, Glore & Co
Illinois
$2.53M -$32.9K -340 -1%
BWM
759
Bulltick Wealth Management
Florida
$2.53M -$711K -7,349 -21%
CPCPP
760
Canada Post Corporation Pension Plan
Canada
$2.52M +$2.67M +27,578 New
BBHC
761
Brown Brothers Harriman & Co
New York
$2.51M -$132K -1,367 -5%
KCM
762
Kornitzer Capital Management
Kansas
$2.51M +$131K +1,355 +5%
MCWS
763
McKinley Carter Wealth Services
West Virginia
$2.5M -$198K -2,046 -7%
CC
764
Chicago Capital
Illinois
$2.49M +$595K +6,149 +29%
AB
765
ANB Bank
Colorado
$2.49M +$2.64M +27,261 New
TCPW
766
Twin City Private Wealth
North Carolina
$2.48M +$137K +1,420 +6%
KGC
767
Kennon-Green & Company
Ohio
$2.48M -$18.2K -188 -0.7%
BPAMU
768
BTG Pactual Asset Management US
New York
$2.47M +$2.62M +27,115 New
ICM
769
IMS Capital Management
Oregon
$2.47M +$162K +1,674 +7%
NAG
770
Northstar Advisory Group
New Jersey
$2.46M +$1.81M +18,737 +227%
HA
771
Heartland Advisors
Wisconsin
$2.44M -$73.3K -758 -3%
AIA
772
AssuredPartners Investment Advisors
Florida
$2.44M +$2.58M +26,718 New
BCM
773
Brookstone Capital Management
Illinois
$2.43M -$288K -2,975 -10%
HCM
774
Horrell Capital Management
Arkansas
$2.43M +$7.35K +76 +0.3%
BHPW
775
Beverly Hills Private Wealth
California
$2.43M -$237K -2,453 -8%

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.