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2,314 hedge funds and large institutions have $80.3B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 722 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2.87% more ownership

Funds ownership: 80.94%83.81% (+2.9%)

2% more funds holding

Funds holding: 2,2612,314 (+53)

3% more capital invested

Capital invested by funds: $77.8B → $80.3B (+$2.5B)

34% less repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 1,097

Holders
2,314
Holders Change
+53
Holders Change %
+2.34%
% of All Funds
28.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
722
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
1026
Ancora Advisors
Ohio
$955K -$1.05M -12,432 -52%
FI
1027
Financial Insights
Washington
$955K +$22.9K +271 +2%
CFMC
1028
Curbstone Financial Management Corp
New Hampshire
$955K -$28.7K -340 -3%
PCG
1029
PFC Capital Group
California
$952K -$66.4K -787 -7%
ADL
1030
Asset Dedication LLC
California
$950K -$185K -2,194 -16%
SW
1031
Simplicity Wealth
New Jersey
$947K -$85.9K -1,018 -8%
NB
1032
NBT Bank
New York
$947K -$24.7K -293 -3%
CP
1033
Capital Planning
Washington
$946K -$7.76K -92 -0.8%
MG
1034
Mather Group
Illinois
$943K -$9.28K -110 -1%
FMWA
1035
Forvis Mazars Wealth Advisors
Missouri
$940K -$3.04K -36 -0.3%
DCM
1036
Donaldson Capital Management
Indiana
$939K -$185K -2,196 -16%
YP
1037
YANKCOM Partnership
South Dakota
$938K +$134K +1,587 +17%
RYIA
1038
Roehl & Yi Investment Advisors
Oregon
$937K -$30.7K -364 -3%
DWM
1039
Diversify Wealth Management
Utah
$934K -$16.4K -195 -2%
ETC
1040
Exchange Traded Concepts
Oklahoma
$926K +$131K +1,555 +16%
HCP
1041
Hexagon Capital Partners
Arkansas
$926K +$17.7K +210 +2%
CI
1042
Cigna Investments
Connecticut
$923K -$17.3K -205 -2%
VIM
1043
VELA Investment Management
Ohio
$922K -$206K -2,438 -18%
MCM
1044
Manchester Capital Management
Vermont
$919K +$79.7K +945 +9%
GF
1045
Gabelli Funds
New York
$918K +$54.8K +650 +6%
EW
1046
Evoke Wealth
California
$917K +$189K +2,242 +26%
JWM
1047
JGP Wealth Management
Oregon
$914K -$28.9K -342 -3%
ZI
1048
ZEGA Investments
Florida
$913K +$169 +2 +0%
UPS
1049
UHLMANN PRICE SECURITIES
Illinois
$913K +$291K +3,452 +47%
NERM
1050
New England Research & Management
Illinois
$912K -$88.6K -1,050 -9%