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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
SDIC
826
South Dakota Investment Council
South Dakota
$2.15M
SFP
827
Shepherd Financial Partners
Massachusetts
$2.15M +$18.1K +187 +0.8%
HA
828
Hamel Associates
New Jersey
$2.14M -$53.2K -550 -2%
OFS
829
OMC Financial Services
New York
$2.13M -$119K -1,233 -5%
CIA
830
Cohen Investment Advisors
New Hampshire
$2.12M +$50.4K +521 +2%
ACA
831
Aspire Capital Advisors
Washington
$2.12M +$10.1K +104 +0.5%
S
832
SignatureFD
Georgia
$2.11M -$320K -3,311 -13%
NRG
833
Nemes Rush Group
Michigan
$2.1M +$187K +1,935 +9%
BWA
834
Bordeaux Wealth Advisors
California
$2.1M +$27.5K +284 +1%
PA
835
Probity Advisors
Texas
$2.09M -$3.29K -34 -0.1%
FB
836
Fulton Bank
Pennsylvania
$2.09M -$130K -1,343 -6%
KRSITF
837
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.09M -$664K -6,864 -20%
AWM
838
Avitas Wealth Management
California
$2.08M -$15.5K -160 -0.7%
ECM
839
Everence Capital Management
Indiana
$2.08M -$120K -1,240 -5%
WAM
840
Walker Asset Management
Missouri
$2.08M +$15.5K +160 +0.7%
SEEDPG
841
S.E.E.D. Planning Group
New York
$2.07M -$197K -2,037 -8%
ZB
842
Zions Bancorporation
Utah
$2.07M +$174K +1,802 +9%
MW
843
Maia Wealth
Colorado
$2.06M +$198K +2,046 +11%
CWM
844
Cordatus Wealth Management
Pennsylvania
$2.05M +$13.5K +140 +0.6%
AAS
845
Ameritas Advisory Services
Nebraska
$2.05M +$241K +2,488 +12%
LFG
846
Larson Financial Group
Missouri
$2.04M +$12.4K +128 +0.6%
WF
847
Wayfinding Financial
Washington
$2.04M -$43.3K -448 -2%
OM
848
OV Management
Minnesota
$2.04M +$178K +1,838 +9%
SIA
849
Sit Investment Associates
Minnesota
$2.03M -$394K -4,075 -15%
ECM
850
Eisler Capital Management
United Kingdom
$2.03M +$2.13M +22,005 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.