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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
RWM
976
Rezny Wealth Management
Florida
$1.42M +$55.1K +570 +4%
SCA
977
St. Clair Advisors
Ohio
$1.42M
GF
978
Gabelli Funds
New York
$1.42M -$41.1K -425 -3%
BFA
979
Brown Financial Advisors
Ohio
$1.41M -$117K -1,211 -7%
AWP
980
Accretive Wealth Partners
New Jersey
$1.41M -$12K -124 -0.8%
BWG
981
Boomfish Wealth Group
Georgia
$1.4M +$10.4K +108 +0.7%
MIC
982
Maxi Investments CY
Cyprus
$1.4M +$1.48M +15,300 New
IRC
983
Investors Research Corp
Georgia
$1.38M -$17.9K -185 -1%
FW
984
FullCircle Wealth
Texas
$1.37M +$13.6K +141 +1%
PA
985
Promethium Advisors
Maryland
$1.37M +$32.9K +340 +2%
PWG
986
Portside Wealth Group
Utah
$1.37M +$95.7K +989 +7%
TCA
987
Transcend Capital Advisors
New Jersey
$1.37M -$195K -2,016 -12%
BAM
988
Belpointe Asset Management
Nevada
$1.36M +$20K +207 +1%
MWM
989
Merriman Wealth Management
Washington
$1.36M +$61.3K +634 +4%
SS
990
SBI Securities
Japan
$1.36M +$1.44M +14,873 New
AFG
991
Atomi Financial Group
New York
$1.36M +$168K +1,741 +13%
KWA
992
Kingswood Wealth Advisors
California
$1.36M -$341K -3,528 -19%
IPAM
993
ICICI Prudential Asset Management
India
$1.35M -$5.62M -58,076 -80%
CIA
994
Cape Investment Advisory
Georgia
$1.34M -$245K -2,529 -15%
RP
995
Rowlandmiller & Partners
Georgia
$1.34M -$9.67K -100 -0.7%
GC
996
Garde Capital
Washington
$1.34M -$438K -4,526 -24%
CFO
997
Callan Family Office
Pennsylvania
$1.33M +$1.41M +14,533 New
PIM
998
Plato Investment Management
Australia
$1.32M
LGF
999
LGT Group Foundation
Liechtenstein
$1.31M -$12.6K -130 -0.9%
LT
1000
Legacy Trust
Michigan
$1.3M -$54K -558 -4%

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.