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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
FPWM
1201
FSB Premier Wealth Management
Iowa
$887K +$49.9K +516 +6%
CCM
1202
Chaney Capital Management
Washington
$885K -$70K -724 -7%
WPA
1203
West Paces Advisors
Georgia
$882K -$129K -1,334 -12%
PAG
1204
Private Advisory Group
Washington
$878K -$12.6K -130 -1%
BIA
1205
Bigelow Investment Advisors
Maine
$878K -$71.8K -742 -7%
CCA
1206
Cypress Capital Advisors
Tennessee
$876K +$928K +9,597 New
FFN
1207
Focus Financial Network
Minnesota
$872K -$188K -1,944 -17%
EW
1208
Evoke Wealth
California
$868K +$4.74K +49 +0.5%
KHCM
1209
Kirtland Hills Capital Management
Ohio
$868K -$10.4K -107 -1%
AWA
1210
Arkadios Wealth Advisors
Georgia
$867K -$101K -1,049 -10%
CST
1211
Charles Schwab Trust
Nevada
$862K +$18.2K +188 +2%
MIA
1212
MeadowBrook Investment Advisors
Michigan
$860K -$16K -165 -2%
SMA
1213
Sage Mountain Advisors
Georgia
$859K +$25.3K +261 +3%
JWCA
1214
J.W. Cole Advisors
Florida
$859K -$74K -765 -8%
GAM
1215
Groupama Asset Management
France
$859K -$389K -4,026 -30%
AWAU
1216
Alliance Wealth Advisors (Utah)
Utah
$857K +$188K +1,946 +26%
CCM
1217
Chiron Capital Management
Florida
$857K -$39.4K -407 -4%
BAM
1218
Blueshift Asset Management
New Jersey
$849K +$900K +9,305 New
TAM
1219
Titleist Asset Management
Texas
$848K -$88.4K -914 -9%
RL
1220
Rogco LP
Oklahoma
$847K -$10.6K -110 -1%
SIA
1221
Schechter Investment Advisors
Michigan
$845K -$491K -5,074 -35%
GLA
1222
Good Life Advisors
Pennsylvania
$841K -$177K -1,830 -17%
CPIA
1223
Cornell Pochily Investment Advisors
New York
$841K -$85.2K -881 -9%
BFS
1224
BridgePort Financial Solutions
Iowa
$838K +$708K +7,323 New
SA
1225
Skyline Advisors
Washington
$838K -$36.1K -373 -4%

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.