We are live on ! Find out more
SBUX icon

Starbucks

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
FHB
1126
First Hawaiian Bank
Hawaii
$1.02M -$325K -3,356 -23%
WAG
1127
Winthrop Advisory Group
Massachusetts
$1.02M +$219K +2,263 +25%
VA
1128
Valmark Advisers
Ohio
$1.02M +$23.8K +246 +2%
HR
1129
Hardy Reed
Mississippi
$1.02M +$1.08M +11,148 New
GWM
1130
GSB Wealth Management
Connecticut
$1.02M -$63.4K -655 -6%
NA
1131
Nautilus Advisors
California
$1.01M +$1.08M +11,114 New
WGC
1132
Watts Gwilliam & Co
Arizona
$1.01M -$17.2K -178 -2%
MEG
1133
Millstone Evans Group
Colorado
$1M +$1.06M +11,008 New
BWM
1134
BKM Wealth Management
Wisconsin
$997K -$41.9K -433 -4%
RCM
1135
Radnor Capital Management
Pennsylvania
$995K -$225K -2,325 -18%
MA
1136
Montag & Associates
Georgia
$995K -$1.45K -15 -0.1%
PFG
1137
PAX Financial Group
Texas
$993K -$109K -1,126 -9%
DBIA
1138
Dumont & Blake Investment Advisors
New Jersey
$992K -$3.39K -35 -0.3%
PWP
1139
Principle Wealth Partners
Connecticut
$991K -$19.4K -201 -2%
NERM
1140
New England Research & Management
Illinois
$985K -$89.5K -925 -8%
NAMP
1141
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$983K
RYIA
1142
Roehl & Yi Investment Advisors
Oregon
$982K +$1.28M +13,204 New
JWM
1143
JGP Wealth Management
Oregon
$981K +$6.67K +69 +0.6%
LWA
1144
Lantern Wealth Advisors
New York
$980K -$774 -8 -0.1%
SFG
1145
SevenBridge Financial Group
Pennsylvania
$979K +$501K +5,178 +142%
TC
1146
Truvestments Capital
Florida
$977K -$31.3K -324 -3%
PFPT
1147
Pinnacle Financial Partners (Tennessee)
Tennessee
$977K -$86.7K -896 -8%
FFA
1148
Fragasso Financial Advisors
Pennsylvania
$977K +$53.7K +555 +5%
VT
1149
Vise Technologies
New York
$977K +$530K +5,476 +105%
PVI
1150
Pine Valley Investments
New Jersey
$974K +$11.9K +123 +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.