We are live on ! Find out more
SBUX icon

Starbucks

2,314 hedge funds and large institutions have $78.2B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 722 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2% more funds holding

Funds holding: 2,2612,314 (+53)

0.62% more ownership

Funds ownership: 80.94%81.56% (+0.62%)

0% more capital invested

Capital invested by funds: $77.8B → $78.2B (+$350M)

34% less repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 1,097

Holders
2,314
Holders Change
+53
Holders Change %
+2.34%
% of All Funds
28.15%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
722
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
801
B. Riley Wealth Advisors
Florida
$1.67M -$65.3K -774 -4%
PWMAG
802
Pinnacle Wealth Management Advisory Group
New Jersey
$1.67M -$148K -1,750 -8%
SA
803
Sicart Associates
New York
$1.66M
MYIA
804
Mount Yale Investment Advisors
Colorado
$1.66M +$510K +6,040 +44%
AWAU
805
Alliance Wealth Advisors (Utah)
Utah
$1.66M -$980K -11,617 -37%
SFO
806
Stokes Family Office
Louisiana
$1.66M -$6.75K -80 -0.4%
AAP
807
Arax Advisory Partners
Colorado
$1.65M -$280K -3,320 -14%
MWM
808
Mission Wealth Management
California
$1.65M -$50.4K -598 -3%
RWM
809
Ritholtz Wealth Management
New York
$1.65M +$205K +2,436 +14%
JCM
810
Jacobi Capital Management
Pennsylvania
$1.65M -$10.3K -122 -0.6%
TPCW
811
TD Private Client Wealth
New York
$1.64M -$49.8K -590 -3%
AG
812
AlTi Global
New York
$1.63M -$2.7K -32 -0.2%
FFM
813
Forum Financial Management
Illinois
$1.63M -$63.9K -758 -4%
TCOT
814
Trust Company of Toledo
Ohio
$1.62M -$11.3K -134 -0.7%
HTC
815
Haverford Trust Company
Pennsylvania
$1.62M -$250K -2,965 -13%
LG
816
LaFleur & Godfrey
Michigan
$1.61M +$96.7K +1,146 +6%
SW
817
SVB Wealth
Massachusetts
$1.61M -$1.17M -13,923 -42%
AWP
818
Accretive Wealth Partners
New Jersey
$1.61M -$2.7K -32 -0.2%
WIM
819
Westside Investment Management
California
$1.6M +$254K +3,016 +19%
LAM
820
Lynch Asset Management
Pennsylvania
$1.6M -$10.5K -125 -0.7%
AHC
821
Adell Harriman & Carpenter
Texas
$1.59M -$44.7K -530 -3%
LT
822
Legacy Trust
Michigan
$1.58M +$89.4K +1,060 +6%
FDP
823
Financiere des Professionnels
Quebec, Canada
$1.58M -$45.7K -542 -3%
FMI
824
F/M Investments
District of Columbia
$1.57M -$7.59K -90 -0.5%
OWA
825
ORBA Wealth Advisors
Illinois
$1.56M +$1.21M +14,376 +342%