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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
IHL
1101
Investment House LLC
California
$1.05M -$64.8K -670 -6%
AWM
1102
Allen Wealth Management
North Carolina
$1.05M -$13.2K -136 -1%
ZCI
1103
Zevenbergen Capital Investments
Washington
$1.05M -$33.9K -350 -3%
HWP
1104
Highline Wealth Partners
California
$1.05M +$97 +1 +0%
RMP
1105
Richards, Merrill & Peterson
Washington
$1.05M +$1.11M +11,468 New
RCAG
1106
Rehmann Capital Advisory Group
Michigan
$1.04M +$64.2K +664 +6%
JAFL
1107
Jay A. Fishman Ltd
Michigan
$1.04M
IP
1108
Intellectus Partners
California
$1.04M +$774 +8 +0.1%
WAS
1109
Winch Advisory Services
Wisconsin
$1.04M -$3.48K -36 -0.3%
NAS
1110
NWF Advisory Services
California
$1.04M +$686K +7,089 +165%
SWM
1111
SeaCrest Wealth Management
New York
$1.04M +$4.84K +50 +0.4%
DCM
1112
Davis Capital Management
Florida
$1.04M -$55.1K -570 -5%
SIMG
1113
Sonora Investment Management Group
Arizona
$1.04M +$7.93K +82 +0.7%
BMCM
1114
Bryn Mawr Capital Management
Pennsylvania
$1.03M
MHIC
1115
Marble Harbor Investment Counsel
Massachusetts
$1.03M -$91.9K -950 -8%
DWP
1116
Daymark Wealth Partners
Ohio
$1.03M -$147K -1,516 -12%
PTB
1117
Pioneer Trust Bank
Oregon
$1.03M +$8.9K +92 +0.8%
RB
1118
Rodgers Brothers
Pennsylvania
$1.03M -$1.84K -19 -0.2%
WA
1119
WBH Advisory
Maryland
$1.03M -$150K -1,555 -12%
AGP
1120
Autumn Glory Partners
Texas
$1.03M
AWE
1121
Avidian Wealth Enterprises
Texas
$1.03M +$11.8K +122 +1%
MWM
1122
Meridian Wealth Management
Kentucky
$1.03M +$1.94K +20 +0.2%
TH
1123
TCTC Holdings
Texas
$1.03M -$3.48K -36 -0.3%
RAM
1124
Readystate Asset Management
Illinois
$1.02M +$1.08M +11,213 New
TPI
1125
Trust Point Inc
Wisconsin
$1.02M +$136K +1,406 +14%

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.