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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
WIM
1076
Westside Investment Management
California
$1.11M -$54.2K -560 -4%
LC
1077
Lindbrook Capital
California
$1.11M +$53.4K +552 +5%
FFS
1078
Fischer Financial Services
Pennsylvania
$1.1M +$1.17M +12,094 New
CWP
1079
CFM Wealth Partners
Texas
$1.1M -$46.7K -483 -4%
GCS
1080
Gordian Capital (Singapore)
Singapore
$1.1M -$64.8K -670 -5%
CCFCSB
1081
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M
CP
1082
Capital Planning
Washington
$1.1M +$337K +3,483 +41%
CHP
1083
Cable Hill Partners
Oregon
$1.1M +$86K +889 +8%
WJWM
1084
Williams Jones Wealth Management
New York
$1.1M -$12.1K -125 -1%
FI
1085
Financial Insights
Washington
$1.09M -$21.6K -223 -2%
FMWA
1086
Forvis Mazars Wealth Advisors
Missouri
$1.08M -$1.35K -14 -0.1%
1C
1087
111 Capital
France
$1.08M +$1.15M +11,838 New
ZI
1088
ZEGA Investments
Florida
$1.08M +$1.06M +10,926 New
SAG
1089
SageView Advisory Group
California
$1.08M +$45.6K +471 +4%
CTC (Chicago Trading Company)
1090
CTC (Chicago Trading Company)
Illinois
$1.08M -$170K -1,756 -13%
CCA
1091
Checchi Capital Advisers
California
$1.08M +$18.9K +195 +2%
RGI
1092
River Global Investors
United Kingdom
$1.07M -$935K -9,668 -45%
WA
1093
Wealth Alliance
New York
$1.07M -$442K -4,573 -28%
B
1094
Bensler
Washington
$1.07M -$356K -3,683 -24%
DLHL
1095
Donald L. Hagan LLC
Florida
$1.07M -$48.8K -504 -4%
LFA
1096
Legacy Financial Advisors
Kentucky
$1.07M +$16.5K +171 +1%
WAP
1097
Wealthcare Advisory Partners
Pennsylvania
$1.06M +$170K +1,759 +18%
TPWM
1098
Twelve Points Wealth Management
Massachusetts
$1.06M +$437K +4,514 +64%
CI
1099
Cigna Investments
Connecticut
$1.05M -$11.9K -123 -1%
PPC
1100
Park Place Capital
Alabama
$1.05M +$122K +1,257 +12%

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.