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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
CA
1001
Claro Advisors
Massachusetts
$1.3M -$266K -2,751 -16%
NI
1002
Natural Investments
California
$1.29M +$1.37M +14,196 New
LSA
1003
Leonteq Securities AG
Switzerland
$1.29M +$1.29M +13,302 +1,652%
PPW
1004
Parcion Private Wealth
Washington
$1.28M +$26.9K +278 +2%
HI
1005
Harbour Investments
Wisconsin
$1.28M +$62.2K +643 +5%
VF
1006
Virtu Financial
New York
$1.28M +$1.36M +14,069 New
CSP
1007
Cary Street Partners
Virginia
$1.28M +$1.36M +14,063 New
GITFIT
1008
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.28M
MMG
1009
Monetary Management Group
Missouri
$1.28M
GIA
1010
Gladstone Institutional Advisory
Florida
$1.28M -$214K -2,213 -14%
WDA
1011
Wendell David Associates
New Hampshire
$1.27M -$235K -2,425 -15%
SM
1012
Sciencast Management
New Jersey
$1.27M -$1.41M -14,541 -51%
ONB
1013
Old National Bancorp
Indiana
$1.27M -$140K -1,445 -9%
RCG
1014
Regatta Capital Group
California
$1.27M -$123K -1,274 -8%
PBC
1015
Pavion Blue Capital
California
$1.26M +$192K +1,985 +17%
PAS
1016
Point72 Asia (Singapore)
Singapore
$1.26M +$1.34M +13,831 New
GCIA
1017
Gabelli & Co Investment Advisers
New York
$1.26M +$1.34M +13,800 New
SM
1018
Samjo Management
New York
$1.25M -$24.2K -250 -2%
WPC
1019
Wedmont Private Capital
Pennsylvania
$1.25M +$20.5K +212 +2%
LA
1020
Legacy Advisors
Pennsylvania
$1.25M -$682K -7,047 -34%
FPAS
1021
Focus Partners Advisor Solutions
Missouri
$1.25M +$543K +5,614 +70%
WPW
1022
Waldron Private Wealth
Pennsylvania
$1.23M
DIA
1023
Dana Investment Advisors
Wisconsin
$1.22M -$7.74K -80 -0.6%
ACM
1024
Advisors Capital Management
New Jersey
$1.22M -$92K -951 -7%
TAM
1025
Tealwood Asset Management
Minnesota
$1.22M -$17.6K -182 -1%

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.