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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
PIA
926
Petredis Investment Advisors
Pennsylvania
$1.66M -$29.6K -306 -2%
FFM
927
Forum Financial Management
Illinois
$1.66M +$1.07M +11,038 +155%
CK
928
Cohen Klingenstein
New York
$1.64M -$1.17M -12,100 -40%
QCG
929
Quadrant Capital Group
Ohio
$1.64M -$116K -1,202 -6%
EDRH
930
Edmond de Rothschild Holding
Switzerland
$1.64M -$116K -1,196 -6%
EB
931
Eastern Bank
Massachusetts
$1.63M -$1.45K -15 -0.1%
FFA
932
First Foundation Advisors
California
$1.63M +$14.6K +151 +0.9%
MPPW
933
Mitchell & Pahl Private Wealth
Oklahoma
$1.61M +$117K +1,214 +7%
SAW
934
Signal Advisors Wealth
Michigan
$1.61M -$4.74K -49 -0.3%
DWT
935
Dorsey & Whitney Trust
South Dakota
$1.59M -$134K -1,381 -7%
LWM
936
Lyell Wealth Management
California
$1.58M -$147K -1,520 -8%
BP
937
Ballentine Partners
Massachusetts
$1.58M -$5.32K -55 -0.3%
KP
938
Keel Point
Alabama
$1.57M -$120K -1,241 -7%
CWM
939
Congress Wealth Management
Massachusetts
$1.57M +$233K +2,406 +16%
BAS
940
Brueske Advisory Services
Washington
$1.57M +$1.66M +17,199 New
LCM
941
Lazari Capital Management
California
$1.56M -$86.5K -894 -5%
IB
942
Intrust Bank
Kansas
$1.56M +$17.9K +185 +1%
CWM
943
Calamos Wealth Management
Illinois
$1.56M -$50.6K -523 -3%
DBRC
944
D.B. Root & Company
Pennsylvania
$1.55M -$53.6K -554 -3%
BBA
945
Baader Bank Aktiengesellschaft
Germany
$1.54M +$69.8K +721 +4%
HA
946
Huntleigh Advisors
Missouri
$1.54M +$1.63M +16,889 New
GI
947
GAMMA Investing
California
$1.54M +$172K +1,783 +12%
CP
948
CenterBook Partners
Connecticut
$1.54M -$5.46M -56,441 -77%
CPIG
949
Chicago Partners Investment Group
Illinois
$1.54M +$23.7K +245 +1%
FRA
950
Frank Rimerman Advisors
California
$1.53M +$13.1K +135 +0.8%

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.