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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
NP
1051
Nilsine Partners
Colorado
$1.15M -$3K -31 -0.2%
WWM
1052
Western Wealth Management
Colorado
$1.15M -$1.38M -14,246 -53%
RA
1053
RiverPark Advisors
New York
$1.15M +$455K +4,701 +60%
CWP
1054
Cyndeo Wealth Partners
Florida
$1.15M +$99K +1,023 +9%
GWCM
1055
Godshalk Welsh Capital Management
Pennsylvania
$1.15M -$29K -300 -2%
RWM
1056
Ritholtz Wealth Management
New York
$1.15M -$83.8K -866 -6%
NL
1057
Navalign LLC
California
$1.14M +$15.4K +159 +1%
LNB
1058
Ledyard National Bank
$1.14M -$119K -1,235 -9%
GS
1059
GTS Securities
New York
$1.14M -$16.8M -173,320 -93%
BTI
1060
Blue Trust Inc
Georgia
$1.14M -$112K -1,159 -9%
AWM
1061
Avior Wealth Management
Nebraska
$1.14M -$87.3K -902 -7%
ST
1062
Sabal Trust
Florida
$1.14M +$518K +5,353 +76%
AC
1063
Avestar Capital
New York
$1.13M +$459K +4,741 +62%
NB
1064
NBT Bank
New York
$1.13M -$11K -114 -0.9%
AAM
1065
Auxier Asset Management
Oregon
$1.13M -$4.84K -50 -0.4%
AG
1066
Ascent Group
Virginia
$1.13M -$17.8K -184 -1%
IPW
1067
Invictus Private Wealth
Colorado
$1.12M +$1.19M +12,300 New
GA
1068
GFS Advisors
Texas
$1.12M
Grantham, Mayo, Van Otterloo & Co (GMO)
1069
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.12M +$65.6K +678 +6%
EWA
1070
EverSource Wealth Advisors
Alabama
$1.11M -$46.8K -484 -4%
MFS
1071
Madrona Financial Services
Washington
$1.11M -$97 -1 -0%
PTC
1072
Private Trust Company
Ohio
$1.11M -$39.5K -408 -3%
SFG
1073
Snider Financial Group
Washington
$1.11M +$1.18M +12,177 New
CCA
1074
Cravens & Co Advisors
Tennessee
$1.11M +$16K +165 +1%
FMTC
1075
Farmers & Merchants Trust Company
California
$1.11M +$14.5K +150 +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.