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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
CWAG
1176
Compton Wealth Advisory Group
Virginia
$896K -$73.3K -709 -7%
WAG
1177
Winthrop Advisory Group
Massachusetts
$894K -$212K -2,050 -18%
PFG
1178
PAX Financial Group
Texas
$892K -$184K -1,784 -16%
SSWM
1179
Strait & Sound Wealth Management
California
$890K -$82.6K -799 -8%
SFG
1180
Synergy Financial Group
California
$885K +$3.62K +35 +0.4%
OAM
1181
Oak Asset Management
California
$885K -$171K -1,650 -15%
JIP
1182
Jaffetilchin Investment Partners
Florida
$883K +$9.72K +94 +1%
CPIA
1183
Cornell Pochily Investment Advisors
New York
$881K -$24.2K -234 -3%
HSA
1184
HBK Sorce Advisory
Pennsylvania
$877K -$2.17K -21 -0.2%
CCM
1185
Chaney Capital Management
Washington
$875K -$80.3K -777 -8%
TAM
1186
Titleist Asset Management
Texas
$875K -$39.3K -380 -4%
SLI
1187
Sumitomo Life Insurance
Japan
$871K +$4.34K +42 +0.5%
HCM
1188
Howland Capital Management
Massachusetts
$870K +$218K +2,112 +31%
NI
1189
Natural Investments
California
$870K -$550K -5,317 -37%
VI
1190
Versor Investments
New York
$864K +$911K +8,808 New
FPWM
1191
FSB Premier Wealth Management
Iowa
$863K -$95.9K -928 -10%
USCWA
1192
U.S. Capital Wealth Advisors
Texas
$862K +$408K +3,947 +82%
HBT
1193
Heartland Bank & Trust
Illinois
$856K +$139K +1,343 +18%
DS
1194
DRW Securities
Illinois
$855K +$902K +8,728 New
IAS
1195
IMA Advisory Services
Colorado
$853K
PAG
1196
Powers Advisory Group
Illinois
$853K +$67.2K +650 +8%
AWM
1197
Aviso Wealth Management
Washington
$849K -$168K -1,623 -16%
SWM
1198
Sendero Wealth Management
Texas
$848K +$4.13K +40 +0.5%
TBWA
1199
Three Bridge Wealth Advisors
California
$846K +$21.3K +206 +2%
AFC
1200
AFT Forsyth & Company
Florida
$845K +$51.7K +500 +6%

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.