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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
SAM
876
Stansberry Asset Management
Texas
$1.89M -$50.7K -524 -2%
P
877
Pitcairn
Pennsylvania
$1.88M +$290 +3 +0%
SFO
878
Stokes Family Office
Louisiana
$1.87M +$137K +1,416 +7%
VI
879
Vestcor Inc
New Brunswick, Canada
$1.87M -$179K -1,852 -8%
AWM
880
Axxcess Wealth Management
California
$1.87M +$17K +176 +0.9%
HCM
881
Hollencrest Capital Management
California
$1.86M -$25.5K -264 -1%
GF
882
Gries Financial
Ohio
$1.85M -$67.6K -699 -3%
FGC
883
Financial Gravity Companies
Texas
$1.84M -$18.4K -190 -0.9%
I
884
INVST
Indiana
$1.84M -$58.7K -607 -3%
ACM
885
Aljian Capital Management
Nevada
$1.84M -$994K -10,276 -34%
PI
886
PFG Investments
New York
$1.84M -$66.1K -683 -3%
Financial Engines Advisors
887
Financial Engines Advisors
California
$1.81M +$365K +3,771 +23%
SIG
888
Sky Investment Group
Connecticut
$1.81M -$31.3K -324 -2%
CIA
889
Cascade Investment Advisors
Oregon
$1.79M -$13.5K -140 -0.7%
FAM
890
Formidable Asset Management
Ohio
$1.79M -$235K -2,431 -11%
AIA
891
AIMZ Investment Advisors
California
$1.78M -$2.32K -24 -0.1%
SA
892
Sicart Associates
New York
$1.78M -$40.6K -420 -2%
MWM
893
Mission Wealth Management
California
$1.77M -$205K -2,117 -10%
PCG
894
PFC Capital Group
California
$1.77M
JCM
895
Jacobi Capital Management
Pennsylvania
$1.77M -$34.2K -353 -2%
IWM
896
IHT Wealth Management
Illinois
$1.76M -$596K -6,158 -24%
MIA
897
MainStreet Investment Advisors
Illinois
$1.75M -$5.33M -55,097 -74%
PFGIA
898
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M +$58K +600 +3%
RCA
899
Resonant Capital Advisors
Wisconsin
$1.74M -$11.7K -121 -0.6%
CCG
900
Catalina Capital Group
California
$1.72M -$443K -4,584 -20%

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.