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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
Adage Capital Partners
101
Adage Capital Partners
Massachusetts
$89.9M -$3.06M -31,653 -3%
LWCFA
102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.3M -$620K -6,411 -0.7%
AM
103
Atreides Management
Massachusetts
$89.1M +$94.5M +976,908 New
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$88.4M -$3.57M -36,868 -4%
Focus Partners Wealth
105
Focus Partners Wealth
Massachusetts
$88.2M +$10.6M +109,622 +13%
Mirae Asset Global ETFs Holdings
106
Mirae Asset Global ETFs Holdings
Hong Kong
$88.2M +$7.36M +76,099 +9%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$86.8M -$374K -3,867 -0.4%
US Bancorp
108
US Bancorp
Minnesota
$85.3M -$5.03M -52,038 -5%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$85.1M -$3.52M -36,362 -4%
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$80.5M -$28.3M -292,575 -25%
Universal-Beteiligungs- und Servicegesellschaft
111
Universal-Beteiligungs- und Servicegesellschaft
Germany
$78.1M +$82.8M +855,498 New
Stifel Financial
112
Stifel Financial
Missouri
$77.9M -$2.74M -28,346 -3%
First Trust Advisors
113
First Trust Advisors
Illinois
$76.7M +$11.1M +115,133 +16%
Retirement Systems of Alabama
114
Retirement Systems of Alabama
Alabama
$72.3M +$53M +547,967 +225%
Truist Financial
115
Truist Financial
North Carolina
$71.7M -$2.94M -30,407 -4%
GC
116
Giverny Capital
Quebec, Canada
$68.4M +$3.03M +31,368 +4%
Mariner
117
Mariner
Kansas
$67.5M -$983K -10,164 -1%
Baillie Gifford & Co
118
Baillie Gifford & Co
United Kingdom
$67.3M -$573K -5,928 -0.8%
American Century Companies
119
American Century Companies
Missouri
$63.7M -$4.57M -47,192 -6%
DKCM
120
Davidson Kempner Capital Management
New York
$63.4M +$28.1M +290,001 +72%
DB
121
Danske Bank
Denmark
$62.8M +$331K +3,424 +0.5%
Aviva
122
Aviva
United Kingdom
$62.3M -$15.7M -162,707 -19%
CIM
123
Confluence Investment Management
Missouri
$62M -$845K -8,735 -1%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$61.4M -$5.73M -59,207 -8%
GC
125
Guggenheim Capital
Illinois
$58.7M +$370K +3,820 +0.6%

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.