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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
LAM
901
Lynch Asset Management
Pennsylvania
$1.72M +$62.9K +650 +4%
ECM
902
Evergreen Capital Management
Washington
$1.72M -$302K -3,124 -14%
AHC
903
Adell Harriman & Carpenter
Texas
$1.71M -$45.3K -468 -2%
SW
904
SteelPeak Wealth
California
$1.71M -$710K -7,340 -28%
AIM
905
Adapt Investment Managers
Switzerland
$1.71M +$1.79M +18,511 New
BFM
906
Boston Financial Management
Massachusetts
$1.71M -$1.65K -17 -0.1%
DCM
907
Donaldson Capital Management
Indiana
$1.71M -$276K -2,857 -13%
SAM
908
Smartleaf Asset Management
Massachusetts
$1.7M +$705K +7,292 +64%
FCBT
909
First Citizens Bank & Trust
North Carolina
$1.7M +$49.4K +511 +3%
AG
910
AlTi Global
New York
$1.7M -$10.3M -106,390 -85%
CUAMC
911
China Universal Asset Management Company
China
$1.69M +$65.6K +678 +4%
IIM
912
Intact Investment Management
Quebec, Canada
$1.69M
CCM
913
Chickasaw Capital Management
Tennessee
$1.69M -$2.42K -25 -0.1%
AMBIA
914
Allen Mooney & Barnes Investment Advisors
Georgia
$1.69M -$249K -2,576 -12%
CCG
915
Coastwise Capital Group
California
$1.68M -$50.4K -521 -3%
CCM
916
Collar Capital Management
Wisconsin
$1.68M +$1.78M +18,373 New
ACA
917
Aptus Capital Advisors
Alabama
$1.67M +$500K +5,171 +39%
EWM
918
Evergreen Wealth Management
Michigan
$1.67M +$1.94K +20 +0.1%
CIA
919
Capital Investment Advisors
Georgia
$1.67M +$265K +2,744 +18%
PCM
920
Parsons Capital Management
Rhode Island
$1.67M +$454K +4,694 +35%
LNWTC
921
Laird Norton Wetherby Trust Company
Washington
$1.67M
EHWM
922
Eads & Heald Wealth Management
Georgia
$1.67M +$248K +2,564 +16%
CC
923
Copperleaf Capital
North Carolina
$1.66M +$843K +8,709 +91%
NG
924
Norden Group
Utah
$1.66M +$92.3K +954 +6%
BST
925
Bath Savings Trust
Maine
$1.66M -$1.89M -19,521 -52%

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.