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2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1001
Wealth Alliance
New York
$1.3M +$159K +1,534 +13%
BTI
1002
Blue Trust Inc
Georgia
$1.3M +$80.7K +781 +6%
SAG
1003
SageView Advisory Group
California
$1.29M +$143K +1,387 +12%
FW
1004
FullCircle Wealth
Texas
$1.29M +$339K +3,278 +27%
ACM
1005
Advisors Capital Management
New Jersey
$1.29M -$20.6K -199 -1%
WPC
1006
Wedmont Private Capital
Pennsylvania
$1.29M +$169K +1,633 +12%
MIA
1007
MainStreet Investment Advisors
Illinois
$1.29M -$618K -5,977 -31%
CIG
1008
Consolidated Investment Group
Colorado
$1.28M
TAM
1009
Trust Asset Management
Texas
$1.28M -$28.6K -277 -2%
SM
1010
Samjo Management
New York
$1.28M -$67.2K -650 -5%
VDI
1011
Vaughan David Investments
Illinois
$1.28M -$269K -2,601 -17%
MMG
1012
Monetary Management Group
Missouri
$1.28M -$103K -1,000 -7%
DBRC
1013
D.B. Root & Company
Pennsylvania
$1.28M -$412K -3,990 -23%
DIA
1014
Dana Investment Advisors
Wisconsin
$1.27M -$50.1K -485 -4%
CP
1015
Capital Planning
Washington
$1.27M +$92.1K +891 +7%
VIM
1016
Vinva Investment Management
Australia
$1.26M -$1.15M -11,171 -46%
OAM
1017
Ostrum Asset Management
France
$1.26M +$314K +3,039 +31%
RSA
1018
River Street Advisors
Illinois
$1.26M -$15.4K -149 -1%
RSWM
1019
Robertson Stephens Wealth Management
California
$1.24M -$27K -261 -2%
NP
1020
Nilsine Partners
Colorado
$1.24M +$3.21K +31 +0.2%
KIA
1021
Knollwood Investment Advisory
Maryland
$1.24M +$951K +9,200 +266%
CP
1022
Canopy Partners
Ohio
$1.24M -$29.6K -286 -2%
GWCM
1023
Godshalk Welsh Capital Management
Pennsylvania
$1.24M +$1.55K +15 +0.1%
SC
1024
SummitTX Capital
Texas
$1.23M +$1.3M +12,573 New
KFP
1025
KMG Fiduciary Partners
Ohio
$1.23M -$1.36M -13,130 -51%

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.