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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
MSA
951
MUFG Securities Americas
New York
$1.53M +$1.62M +16,732 New
OL
952
Optas LLC
Texas
$1.52M +$10.2K +105 +0.6%
FMI
953
F/M Investments
District of Columbia
$1.52M +$1.61M +16,684 New
BFG
954
Bleakley Financial Group
New Jersey
$1.51M +$53.4K +552 +3%
HAG
955
HF Advisory Group
Maryland
$1.51M +$201K +2,076 +14%
VCAM
956
Van Cleef Asset Management
Ohio
$1.5M
AA
957
Apriem Advisors
California
$1.5M -$15.1K -156 -0.9%
BMC
958
Benin Management Corp
Connecticut
$1.5M -$12.1K -125 -0.8%
HIP
959
HUB Investment Partners
Texas
$1.5M -$103K -1,068 -6%
PMA
960
Prudent Man Advisors
Illinois
$1.49M -$22.6K -234 -3%
EFM
961
E Fund Management
China
$1.49M +$391K +4,043 +33%
EF
962
Exeter Financial
Arizona
$1.48M +$31.3K +324 +2%
GVAG
963
Great Valley Advisor Group
Delaware
$1.48M -$274K -2,830 -15%
V
964
VeraBank
Texas
$1.47M -$111K -1,145 -7%
KWS
965
Keystone Wealth Services
California
$1.47M +$573K +5,918 +58%
WCF
966
West Coast Financial
California
$1.47M -$155K -1,598 -9%
WOC
967
West Oak Capital
California
$1.46M
API
968
Asset Planning Inc
California
$1.46M +$1.54M +15,967 New
NWMG
969
Nicholson Wealth Management Group
South Carolina
$1.45M +$785K +8,112 +105%
TFS
970
Thoroughbred Financial Services
Tennessee
$1.45M -$24.1K -249 -2%
AWMT
971
AAFMAA Wealth Management & Trust
North Carolina
$1.44M -$372K -3,849 -20%
ICP
972
Interchange Capital Partners
Pennsylvania
$1.44M -$95.7K -989 -6%
VDI
973
Vaughan David Investments
Illinois
$1.43M -$213K -2,200 -12%
Boston Partners
974
Boston Partners
Massachusetts
$1.43M -$272M -2,815,756 -99%
PIM
975
Penobscot Investment Management
Massachusetts
$1.42M

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.