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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
OAM
1151
Oak Asset Management
California
$973K
FFA
1152
Founders Financial Alliance
North Carolina
$970K +$25.9K +268 +3%
DT
1153
Diversified Trust
Tennessee
$962K +$37.1K +383 +4%
LSIA
1154
LaSalle St. Investment Advisors
Illinois
$962K +$520K +5,374 +104%
RA
1155
RFG Advisory
Alabama
$960K +$45.7K +472 +5%
CIC
1156
Cutler Investment Counsel
Oregon
$946K -$38.6K -399 -4%
AIM
1157
Anchor Investment Management
South Carolina
$946K -$193K -1,997 -16%
EFS
1158
Essex Financial Services
Connecticut
$941K -$144K -1,485 -13%
JPWM
1159
Jamison Private Wealth Management
Georgia
$940K +$46.9K +485 +5%
AWM
1160
Aviso Wealth Management
Washington
$938K -$215K -2,227 -18%
FFC
1161
First Financial Corp
Indiana
$933K +$33.1K +342 +3%
EM
1162
Excalibur Management
Massachusetts
$932K +$32.3K +334 +3%
KA
1163
Kovack Advisors
Florida
$931K +$31.7K +328 +3%
MS
1164
Marshall & Sullivan
Washington
$930K -$12.9K -133 -1%
DWM
1165
Drive Wealth Management
Utah
$930K -$18.4K -190 -2%
CAM
1166
Covenant Asset Management
New Jersey
$929K -$115K -1,193 -10%
TA
1167
Tectonic Advisors
Texas
$928K +$13.8K +143 +1%
LC
1168
LCNB Corp
Ohio
$927K -$29K -300 -3%
IBOK
1169
Independence Bank of Kentucky
Kentucky
$927K -$488K -5,040 -33%
CW
1170
CreativeOne Wealth
Kansas
$927K +$19K +196 +2%
WC
1171
Wynn Capital
Georgia
$926K +$29.5K +305 +3%
RB
1172
Renasant Bank
Mississippi
$926K +$148K +1,530 +18%
WT
1173
Washington Trust
Rhode Island
$926K -$128K -1,327 -12%
TCM
1174
Tradewinds Capital Management
Washington
$926K +$278K +2,869 +39%
BTWM
1175
Baker Tilly Wealth Management
Wisconsin
$925K -$56.6K -585 -5%

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.