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Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.61%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
1126
Millstone Evans Group
Colorado
$1M +$1M +11,008 New
BWM
1127
BKM Wealth Management
Wisconsin
$997K -$39.5K -433 -4%
RCM
1128
Radnor Capital Management
Pennsylvania
$995K -$212K -2,325 -18%
MA
1129
Montag & Associates
Georgia
$995K -$1.37K -15 -0.1%
PFG
1130
PAX Financial Group
Texas
$993K -$103K -1,126 -9%
DBIA
1131
Dumont & Blake Investment Advisors
New Jersey
$992K -$3.19K -35 -0.3%
PWP
1132
Principle Wealth Partners
Connecticut
$991K -$18.3K -201 -2%
NERM
1133
New England Research & Management
Illinois
$985K -$84.4K -925 -8%
NAMP
1134
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$983K – – –
JWM
1135
JGP Wealth Management
Oregon
$981K +$6.3K +69 +0.6%
LWA
1136
Lantern Wealth Advisors
New York
$980K -$730 -8 -0.1%
SFG
1137
SevenBridge Financial Group
Pennsylvania
$979K +$575K +5,178 +142%
TC
1138
Truvestments Capital
Florida
$977K -$29.6K -324 -3%
PFP
1139
Pinnacle Financial Partners
Tennessee
$977K -$82.3K -896 -8%
FFA
1140
Fragasso Financial Advisors
Pennsylvania
$977K +$50.6K +555 +5%
VT
1141
Vise Technologies
New York
$977K +$500K +5,476 +105%
PVI
1142
Pine Valley Investments
New Jersey
$974K +$11.2K +123 +1%
OAM
1143
Oak Asset Management
California
$973K – – –
FFA
1144
Founders Financial Alliance
North Carolina
$970K +$24.5K +268 +3%
DT
1145
Diversified Trust
Tennessee
$962K +$34.9K +383 +4%
LSIA
1146
LaSalle St. Investment Advisors
Illinois
$962K +$490K +5,374 +104%
RA
1147
RFG Advisory
Alabama
$960K +$43.1K +472 +5%
CIC
1148
Cutler Investment Counsel
Oregon
$946K -$36.4K -399 -4%
AIM
1149
Anchor Investment Management
South Carolina
$946K -$182K -1,997 -16%
EFS
1150
Essex Financial Services
Connecticut
$941K -$136K -1,485 -13%
44 45
46
47 48