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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
TAM
1026
Trust Asset Management
Texas
$1.22M
CNAM
1027
Campbell Newman Asset Management
Wisconsin
$1.22M -$19.4K -201 -1%
OHWA
1028
Oak Hill Wealth Advisors
Virginia
$1.22M +$1.29M +13,329 New
CPSC
1029
Carl P. Sherr & Co
Massachusetts
$1.22M -$54K -558 -4%
CAL
1030
Capital Analysts LLC
Pennsylvania
$1.21M -$12.8K -132 -1%
MG
1031
Mather Group
Illinois
$1.21M +$34.7K +359 +3%
DLA
1032
Douglas Lane & Associates
New York
$1.2M +$2.13K +22 +0.2%
MGIA
1033
Moneta Group Investment Advisors
Missouri
$1.2M +$14.7K +152 +1%
CIG
1034
Consolidated Investment Group
Colorado
$1.2M
BIM
1035
Baldwin Investment Management
Pennsylvania
$1.19M -$14.5K -150 -1%
GA
1036
Geller Advisors
New York
$1.19M -$1.84K -19 -0.1%
SIA
1037
Soltis Investment Advisors
Utah
$1.19M +$485K +5,017 +62%
RSA
1038
River Street Advisors
Illinois
$1.18M -$16.8K -174 -1%
RSWM
1039
Robertson Stephens Wealth Management
California
$1.18M -$620K -6,407 -33%
ADL
1040
Asset Dedication LLC
California
$1.18M +$80.5K +832 +7%
APP
1041
Avantax Planning Partners
Iowa
$1.18M +$44.7K +462 +4%
CP
1042
Canopy Partners
Ohio
$1.18M -$290 -3 -0%
UL
1043
Unionview LLC
Washington
$1.18M -$5.03K -52 -0.4%
WPIC
1044
White Pine Investment Company
Michigan
$1.18M -$2.58M -26,653 -67%
HKIM
1045
Hayek Kallen Investment Management
Alabama
$1.18M -$8.71K -90 -0.7%
MC
1046
Moors & Cabot
Massachusetts
$1.17M -$7.16K -74 -0.6%
AC
1047
Arjuna Capital
North Carolina
$1.17M +$58K +600 +5%
CFMC
1048
Curbstone Financial Management Corp
New Hampshire
$1.16M +$21.5K +222 +2%
CFG
1049
Chapman Financial Group
Hawaii
$1.15M +$1.22M +12,643 New
EGM
1050
Engineers Gate Manager
New York
$1.15M +$717K +7,409 +142%

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.