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2,314 hedge funds and large institutions have $80.3B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 722 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2.87% more ownership

Funds ownership: 80.94%83.81% (+2.9%)

2% more funds holding

Funds holding: 2,2612,314 (+53)

3% more capital invested

Capital invested by funds: $77.8B → $80.3B (+$2.5B)

34% less repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 1,097

Holders
2,314
Holders Change
+53
Holders Change %
+2.34%
% of All Funds
28.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
722
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1151
Sendero Wealth Management
Texas
$733K +$1.43K +17 +0.2%
PAG
1152
Powers Advisory Group
Illinois
$730K +$20K +237 +3%
SA
1153
Stolz & Associates
Washington
$729K +$730K +8,652 New
LA
1154
Legacy Advisors
Pennsylvania
$727K +$47.3K +561 +7%
CIM
1155
Chapman Investment Management
California
$724K
OWP
1156
ORG Wealth Partners
Texas
$724K +$224K +2,650 +45%
AIM
1157
Anchor Investment Management
South Carolina
$720K -$55.1K -653 -7%
SFA
1158
Souders Financial Advisors
Ohio
$720K +$109K +1,292 +18%
HCM
1159
Howland Capital Management
Massachusetts
$713K -$99.5K -1,180 -12%
SSWM
1160
Strait & Sound Wealth Management
California
$712K -$9.28K -110 -1%
FFN
1161
Focus Financial Network
Minnesota
$707K -$50K -593 -7%
TCM
1162
Twin Capital Management
Pennsylvania
$705K -$10.6K -126 -1%
PAG
1163
Private Advisory Group
Washington
$704K -$253 -3 -0%
WBCM
1164
Wilson & Boucher Capital Management
California
$703K
NEI
1165
Northwest & Ethical Investments
Ontario, Canada
$702K -$469K -5,559 -40%
JSW
1166
Journey Strategic Wealth
New Jersey
$701K +$52.5K +622 +8%
SJIM
1167
St. Johns Investment Management
Florida
$701K +$61.9K +734 +10%
DCM
1168
Dudley Capital Management
Virginia
$700K +$84 +1 +0%
MLL
1169
Moody Lynn & Lieberson
Massachusetts
$699K +$3.46K +41 +0.5%
AWA
1170
Arete Wealth Advisors
Illinois
$698K -$14.3K -169 -2%
LWM
1171
Lyell Wealth Management
California
$695K -$151K -1,790 -18%
CAM
1172
Covenant Asset Management
New Jersey
$694K -$197K -2,339 -22%
NHT
1173
New Hampshire Trust
New Hampshire
$692K -$46.8K -555 -6%
CIC
1174
Cutler Investment Counsel
Oregon
$692K -$152K -1,806 -18%
CCA
1175
Checchi Capital Advisers
California
$691K -$145K -1,716 -17%