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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
NSB
1176
Norway Savings Bank
Maine
$925K -$18.9K -195 -2%
KNW
1177
Kesler Norman & Wride
Utah
$925K +$70K +724 +8%
SM
1178
STF Management
Texas
$923K -$605K -6,254 -38%
LFP
1179
Leeward Financial Partners
Washington
$920K +$38K +393 +4%
MCM
1180
Mengis Capital Management
Oregon
$919K -$2.4M -24,837 -71%
MW
1181
Marcum Wealth
Ohio
$918K +$50.4K +521 +5%
PWC
1182
PYA Waltman Capital
Tennessee
$918K +$8.8K +91 +0.9%
IAS
1183
Investment Advisory Services
Texas
$915K -$4.84K -50 -0.5%
JE
1184
JMAC Enterprises
Pennsylvania
$912K +$9.96K +103 +1%
RWPA
1185
Richard W. Paul & Associates
Michigan
$911K -$6.19K -64 -0.6%
PP
1186
Patron Partners
Texas
$909K +$33.1K +342 +4%
MBTD
1187
Mechanics Bank - Trust Department
California
$907K -$115K -1,192 -11%
SIS
1188
Sound Income Strategies
Florida
$906K +$44.9K +464 +5%
SSA
1189
Sierra Summit Advisors
Nevada
$903K +$958K +9,900 New
SBIA
1190
Sheaff Brock Investment Advisors
Indiana
$902K -$40.1K -415 -4%
SSWM
1191
Strait & Sound Wealth Management
California
$901K -$71.4K -738 -7%
KMWM
1192
Keudell/Morrison Wealth Management
Oregon
$900K +$35.8K +370 +4%
OAM
1193
Ostrum Asset Management
France
$899K -$39.2K -405 -4%
CWAG
1194
Compton Wealth Advisory Group
Virginia
$898K -$114K -1,174 -11%
SCI
1195
Stableford Capital II
Arizona
$896K -$18K -186 -2%
MIP
1196
Marietta Investment Partners
Wisconsin
$896K -$303K -3,130 -24%
CCM
1197
Courage Capital Management
Tennessee
$894K +$948K +9,800 New
CBT
1198
Central Bank & Trust
Kentucky
$892K -$8.13K -84 -0.9%
FCP
1199
Fidelis Capital Partners
Florida
$890K +$38.2K +395 +5%
KWM
1200
Keebeck Wealth Management
Illinois
$889K +$305K +3,152 +48%

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.