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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
RPC
851
Rossmore Private Capital
Connecticut
$2.02M -$15.1K -156 -0.7%
CCB
852
Country Club Bank
Missouri
$2.01M +$97 +1 +0%
BCP
853
Berkeley Capital Partners
Georgia
$2.01M +$39.7K +410 +2%
DFA
854
Delta Financial Advisors
Louisiana
$2.01M -$24.8K -256 -1%
MVA
855
Mount Vernon Associates
Maryland
$2M +$2.61K +27 +0.1%
CANC
856
Culbertson A N & Co
Virginia
$2M -$128K -1,320 -6%
PA
857
PFW Advisors
Georgia
$2M +$2.12M +21,936 New
TAM
858
Taurus Asset Management
New York
$2M +$9.67K +100 +0.5%
SCA
859
Stonebridge Capital Advisors
Minnesota
$1.99M -$377K -3,896 -15%
PRRFG
860
Paul R. Ried Financial Group
Washington
$1.98M +$2.1M +21,661 New
CAC
861
Core Alternative Capital
Georgia
$1.97M -$737K -7,622 -26%
FA
862
Fagan Associates
New York
$1.96M -$35.7K -369 -2%
BFA
863
Bill Few Associates
Pennsylvania
$1.96M -$48.2K -498 -2%
PTP
864
Platform Technology Partners
New York
$1.96M +$290 +3 +0%
TCOT
865
Trust Company of Toledo
Ohio
$1.96M -$28.8K -298 -1%
GAM
866
Gotham Asset Management
New York
$1.95M -$160K -1,653 -7%
SPC
867
Sigma Planning Corp
Michigan
$1.95M +$98.5K +1,018 +5%
AIM
868
Achmea Investment Management
Netherlands
$1.94M +$45.2K +467 +2%
UWS
869
Unique Wealth Strategies
Illinois
$1.93M +$15.9K +164 +0.8%
FIA
870
Foundations Investment Advisors
Arizona
$1.93M -$181K -1,872 -8%
GWM
871
Geneos Wealth Management
Colorado
$1.93M -$19.8K -205 -1%
CF
872
Centaurus Financial
California
$1.92M +$196K +2,031 +11%
APGDR
873
Absoluto Partners Gestao de Recursos
Brazil
$1.92M +$215K +2,218 +12%
GFA
874
Gifford Fong Associates
California
$1.92M
BDS
875
Banco de Sabadell
Florida
$1.9M +$50.7K +524 +3%

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.