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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
LCG
1201
Lakeshore Capital Group
Illinois
$656K +$19.7K +234 +3%
SNB
1202
Security National Bank
Nebraska
$654K +$319K +3,777 +95%
OCA
1203
OpenArc Corporate Advisory
Georgia
$651K +$652K +7,725 New
PL
1204
Perpetual Ltd
Australia
$650K +$103K +1,216 +19%
JIP
1205
Jaffetilchin Investment Partners
Florida
$650K -$84 -1 -0%
ATS
1206
Ashton Thomas Securities
New York
$650K -$45.9K -544 -7%
JCM
1207
Jag Capital Management
Missouri
$650K +$84 +1 +0%
FCP
1208
Fidelis Capital Partners
Florida
$649K +$35.5K +421 +6%
CP
1209
CenterBook Partners
Connecticut
$649K -$131K -1,556 -17%
FFA
1210
Founders Financial Alliance
North Carolina
$648K -$255K -3,020 -28%
PWAM
1211
Pinnacle West Asset Management
Wyoming
$646K -$6.33K -75 -1%
CSA
1212
Cottage Street Advisors
Massachusetts
$645K -$27.6K -327 -4%
ME
1213
McIlrath & Eck
Washington
$644K +$31.9K +378 +5%
SPC
1214
Spirepoint Private Client
Florida
$643K -$30.5K -362 -5%
PFS
1215
Physicians Financial Services
North Carolina
$642K -$1.01K -12 -0.2%
CAI
1216
Capital Advisors Inc
Oklahoma
$641K +$366K +4,341 +133%
PFBT
1217
Parkside Financial Bank & Trust
Missouri
$641K -$5.82K -69 -0.9%
SAM
1218
Sompo Asset Management
Japan
$639K +$40.5K +480 +7%
PWP
1219
Phillips Wealth Planners
Mississippi
$639K -$127K -1,509 -19%
BWM
1220
Bluebird Wealth Management
Massachusetts
$635K +$636K +7,543 New
GWP
1221
Gen-Wealth Partners
Michigan
$635K +$210K +2,487 +49%
MA
1222
MKT Advisors
California
$633K -$79.5K -942 -11%
SFG
1223
Synergy Financial Group
California
$632K -$33.6K -398 -5%
NI
1224
Natural Investments
California
$630K -$32.6K -386 -5%
B
1225
Bensler
Washington
$628K -$303K -3,593 -33%