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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
AWE
1076
Avidian Wealth Enterprises
Texas
$1.1M -$517 -5 -0%
HR
1077
Hardy Reed
Mississippi
$1.1M +$7.03K +68 +0.6%
SIMG
1078
Sonora Investment Management Group
Arizona
$1.1M -$14.2K -137 -1%
CCFCSB
1079
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M
GWM
1080
GSB Wealth Management
Connecticut
$1.1M +$6K +58 +0.5%
AWM
1081
Allen Wealth Management
North Carolina
$1.1M -$31K -300 -3%
VCA
1082
Verdence Capital Advisors
Maryland
$1.09M +$560K +5,422 +95%
WJWM
1083
Williams Jones Wealth Management
New York
$1.09M -$91.3K -883 -7%
RYIA
1084
Roehl & Yi Investment Advisors
Oregon
$1.09M +$37.3K +361 +3%
PVI
1085
Pine Valley Investments
New Jersey
$1.09M +$43.3K +419 +4%
VA
1086
Valmark Advisers
Ohio
$1.09M -$6.51K -63 -0.6%
DT
1087
Diversified Trust
Tennessee
$1.09M +$55.3K +535 +5%
ZCI
1088
Zevenbergen Capital Investments
Washington
$1.08M -$44.5K -430 -4%
MEG
1089
Millstone Evans Group
Colorado
$1.08M +$1.45K +14 +0.1%
ZI
1090
ZEGA Investments
Florida
$1.08M +$6K +58 +0.5%
RB
1091
Rodgers Brothers
Pennsylvania
$1.08M -$33K -319 -3%
WAP
1092
Wealthcare Advisory Partners
Pennsylvania
$1.08M -$69.9K -676 -6%
SM
1093
STF Management
Texas
$1.07M +$85.5K +827 +8%
KMWM
1094
Keudell/Morrison Wealth Management
Oregon
$1.07M +$111K +1,072 +11%
MW
1095
Marcum Wealth
Ohio
$1.07M +$90.5K +875 +9%
DBIA
1096
Dumont & Blake Investment Advisors
New Jersey
$1.07M +$4.13K +40 +0.4%
PWP
1097
Principle Wealth Partners
Connecticut
$1.07M
Group One Trading
1098
Group One Trading
Illinois
$1.06M +$288K +2,790 +35%
JWM
1099
JGP Wealth Management
Oregon
$1.06M +$8.06K +78 +0.7%
FMTC
1100
Farmers & Merchants Trust Company
California
$1.06M -$142K -1,374 -11%

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.