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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
CAM
1126
Covenant Asset Management
New Jersey
$998K
JPWM
1127
Jamison Private Wealth Management
Georgia
$996K -$15.1K -146 -1%
EFS
1128
Essex Financial Services
Connecticut
$994K -$19K -184 -2%
KA
1129
Kovack Advisors
Florida
$986K -$15.5K -150 -1%
NSB
1130
Norway Savings Bank
Maine
$983K -$12.4K -120 -1%
SIS
1131
Sound Income Strategies
Florida
$979K +$5.48K +53 +0.5%
WA
1132
WBH Advisory
Maryland
$978K -$135K -1,303 -12%
OFS
1133
OneAscent Financial Services
Alabama
$978K +$698K +6,749 +209%
TAP
1134
Tounjian Advisory Partners
Florida
$976K +$1.03M +9,954 New
RWPA
1135
Richard W. Paul & Associates
Michigan
$974K -$5.79K -56 -0.6%
B
1136
Bensler
Washington
$972K -$188K -1,817 -15%
AIM
1137
Anchor Investment Management
South Carolina
$972K -$48K -464 -4%
MCM
1138
Mengis Capital Management
Oregon
$971K -$17.2K -166 -2%
EW
1139
Evoke Wealth
California
$969K +$37.2K +360 +4%
MWM
1140
Modern Wealth Management
Kansas
$967K +$218K +2,110 +27%
UOTTAIMCU
1141
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$966K +$990K +9,581 +3,535%
MBTD
1142
Mechanics Bank - Trust Department
California
$965K -$10.3K -100 -1%
FI
1143
Financial Insights
Washington
$965K -$216K -2,086 -18%
MIP
1144
Marietta Investment Partners
Wisconsin
$963K
CCM
1145
Courage Capital Management
Tennessee
$961K
MS
1146
Marshall & Sullivan
Washington
$961K -$41.4K -400 -4%
CCA
1147
Cypress Capital Advisors
Tennessee
$957K +$16.9K +163 +2%
LFP
1148
Leeward Financial Partners
Washington
$956K -$33.7K -326 -3%
SWM
1149
Salvus Wealth Management
New Jersey
$950K +$268K +2,589 +36%
WT
1150
Washington Trust
Rhode Island
$947K -$51.3K -496 -5%

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.