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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
IC
801
IEQ Capital
California
$2.3M -$3.69M -38,170 -60%
AGAM
802
Audent Global Asset Management
California
$2.27M +$2M +20,690 +488%
QPWM
803
Quadrant Private Wealth Management
Pennsylvania
$2.27M +$1.26K +13 +0.1%
SSI
804
Scott & Selber Inc
Texas
$2.25M -$53.7K -555 -2%
IAA
805
Independent Advisor Alliance
North Carolina
$2.24M -$535K -5,530 -18%
MGWM
806
Marks Group Wealth Management
Minnesota
$2.24M -$49.8K -515 -2%
B
807
Bellecapital
Switzerland
$2.23M -$233K -2,407 -9%
CCG
808
Cypress Capital Group
Florida
$2.23M -$328K -3,386 -12%
NCM
809
Narwhal Capital Management
Georgia
$2.22M +$82K +848 +4%
WSFS
810
Wilmington Savings Fund Society
Delaware
$2.22M +$39.8K +411 +2%
VVP
811
Venture Visionary Partners
Ohio
$2.22M -$47.3K -489 -2%
SDWIA
812
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.22M -$108K -1,118 -4%
GCC
813
Guardian Capital (Canada)
Ontario, Canada
$2.21M
RWP
814
Ridgecrest Wealth Partners
California
$2.21M +$97 +1 +0%
IIA
815
ICW Investment Advisors
Arizona
$2.2M -$14.7K -152 -0.6%
CG
816
Caprock Group
Idaho
$2.2M +$4.93K +51 +0.2%
AC
817
AlphaCore Capital
California
$2.18M +$536K +5,545 +30%
VIM
818
Vinva Investment Management
Australia
$2.18M -$976K -10,085 -29%
SIAG
819
Signet Investment Advisory Group
Rhode Island
$2.18M +$40.5K +419 +2%
PWS
820
Peloton Wealth Strategists
Indiana
$2.18M -$542K -5,598 -19%
MIC
821
Means Investment Company
Maine
$2.18M -$60.1K -621 -3%
CM
822
Crestline Management
Texas
$2.17M -$3.56M -36,843 -61%
B
823
Bailard
California
$2.16M -$6.48K -67 -0.3%
BP
824
BNP Paribas
France
$2.16M +$208K +2,153 +10%
DACS
825
Dymon Asia Capital (Singapore)
Singapore
$2.15M +$2.28M +23,601 New

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.