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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
BCFS
776
Butensky & Cohen Financial Security
Florida
$2.42M -$2.16M -22,336 -46%
IMRF
777
Illinois Municipal Retirement Fund
Illinois
$2.42M -$458K -4,734 -15%
OSNBOA
778
Old Second National Bank of Aurora
Illinois
$2.41M -$47.1K -487 -2%
SSB
779
Sandy Spring Bank
Maryland
$2.4M -$598K -6,186 -19%
BFM
780
Boothbay Fund Management
New York
$2.4M -$4.02M -41,515 -61%
CPBTD
781
Central Pacific Bank - Trust Division
Hawaii
$2.39M -$13.2K -136 -0.5%
SS
782
Sunbelt Securities
Texas
$2.38M +$89.9K +929 +4%
PWMAG
783
Pinnacle Wealth Management Advisory Group
New Jersey
$2.38M -$130K -1,344 -5%
BFA
784
Buttonwood Financial Advisors
Maryland
$2.37M -$11K -114 -0.4%
TSMHT
785
Thurston Springer Miller Herd & Titak
Indiana
$2.37M +$746K +7,706 +42%
MNBTD
786
Moody National Bank Trust Division
Texas
$2.37M -$86.5K -894 -3%
NP
787
NorthRock Partners
Minnesota
$2.36M -$330K -3,408 -12%
FNBOO
788
First National Bank of Omaha
Nebraska
$2.36M -$152K -1,569 -6%
CC
789
Cypress Capital
Tennessee
$2.35M +$23.2K +240 +0.9%
WA1
790
Wimmer Associates 1
California
$2.35M -$49.3K -510 -2%
MSK
791
Melissa S. Kampmann
$2.35M -$357K -3,695 -13%
HI
792
Horizon Investments
North Carolina
$2.35M +$67.9K +702 +3%
KFP
793
KMG Fiduciary Partners
Ohio
$2.35M -$133K -1,374 -5%
HH
794
Hilltop Holdings
Texas
$2.34M -$40.4K -418 -2%
LA
795
Lakeside Advisors
Washington
$2.33M -$290K -2,993 -10%
KA
796
Kintegral Advisory
New York
$2.32M -$115K -1,185 -4%
FTWA
797
Fifth Third Wealth Advisors
Ohio
$2.32M +$241K +2,489 +11%
CRWM
798
Castle Rock Wealth Management
California
$2.32M +$95.3K +985 +5%
SAM
799
Shell Asset Management
Netherlands
$2.31M -$47.4K -490 -2%
HZ
800
Hixon Zuercher
Ohio
$2.3M -$137K -1,411 -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.