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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
CFMC
1026
Curbstone Financial Management Corp
New Hampshire
$1.23M -$21.3K -206 -2%
GIA
1027
Gladstone Institutional Advisory
Florida
$1.23M -$156K -1,510 -11%
RPGK
1028
Retirement Planning Group (Kansas)
Kansas
$1.22M +$953K +9,219 +282%
NL
1029
Navalign LLC
California
$1.22M -$5.89K -57 -0.5%
AA
1030
ABC Arbitrage
France
$1.22M +$1.29M +12,461 New
AAM
1031
Auxier Asset Management
Oregon
$1.21M
LFA
1032
Legacy Financial Advisors
Kentucky
$1.21M +$70.1K +678 +6%
RA
1033
RFG Advisory
Alabama
$1.21M +$187K +1,807 +17%
FFA
1034
Founders Financial Alliance
North Carolina
$1.21M +$171K +1,657 +16%
OHWA
1035
Oak Hill Wealth Advisors
Virginia
$1.2M -$111K -1,070 -8%
LC
1036
Lindbrook Capital
California
$1.2M +$13K +126 +1%
BTWM
1037
Baker Tilly Wealth Management
Wisconsin
$1.2M +$218K +2,111 +21%
IAS
1038
Insigneo Advisory Services
Florida
$1.2M +$405K +3,917 +47%
CCA
1039
Checchi Capital Advisers
California
$1.2M +$42.7K +413 +4%
MG
1040
Mather Group
Illinois
$1.2M -$109K -1,053 -8%
SWM
1041
SeaCrest Wealth Management
New York
$1.19M +$85.1K +823 +7%
MFS
1042
Madrona Financial Services
Washington
$1.19M -$12.8K -124 -1%
CFO
1043
Callan Family Office
Pennsylvania
$1.18M -$256K -2,473 -17%
WWM
1044
Western Wealth Management
Colorado
$1.18M -$61.4K -594 -5%
AC
1045
Avestar Capital
New York
$1.18M -$41.4K -400 -3%
CCA
1046
Cravens & Co Advisors
Tennessee
$1.17M -$22.1K -214 -2%
DLHL
1047
Donald L. Hagan LLC
Florida
$1.17M +$26.4K +255 +2%
PTC
1048
Private Trust Company
Ohio
$1.16M -$38.2K -370 -3%
SWP
1049
Sagespring Wealth Partners
Tennessee
$1.16M +$397K +3,845 +48%
TPWM
1050
Twelve Points Wealth Management
Massachusetts
$1.16M +$19.8K +192 +2%

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.