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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
IF
1226
IRON Financial
Illinois
$836K +$93.6K +968 +12%
GM
1227
GeoWealth Management
Illinois
$831K -$4.84K -50 -0.5%
GSWM
1228
Golden State Wealth Management
California
$831K +$881K +9,102 New
VF
1229
Vest Financial
Virginia
$830K +$166K +1,716 +23%
QWP
1230
Quotient Wealth Partners
Texas
$828K -$124K -1,282 -12%
MCM
1231
Manchester Capital Management
Vermont
$827K -$9.09K -94 -1%
ILI
1232
Invesco LLC (Illinois)
Illinois
$827K -$26.1K -270 -3%
FCA
1233
FLC Capital Advisors
California
$826K +$5.13K +53 +0.6%
CAG
1234
Csenge Advisory Group
Florida
$825K -$295K -3,050 -25%
HC
1235
Hurley Capital
New York
$823K +$860K +8,887 New
WAM
1236
Winslow Asset Management
Ohio
$822K -$28.9K -299 -3%
MPCA
1237
Madison Park Capital Advisors
Washington
$820K +$477K +4,932 +122%
SFG
1238
Synergy Financial Group
California
$820K -$43K -444 -5%
BB
1239
Bell Bank
North Dakota
$819K -$527K -5,448 -38%
HSA
1240
HBK Sorce Advisory
Pennsylvania
$818K +$29.7K +307 +4%
FSCM
1241
Front Street Capital Management
Montana
$816K -$27.8K -287 -3%
JIP
1242
Jaffetilchin Investment Partners
Florida
$813K -$7.16K -74 -0.8%
ET
1243
Entropy Technologies
New York
$812K +$860K +8,894 New
DCM
1244
Dudley Capital Management
Virginia
$809K -$93.6K -968 -10%
RCM
1245
Riverpark Capital Management
New York
$809K +$281K +2,908 +49%
SLI
1246
Sumitomo Life Insurance
Japan
$806K -$20.3K -210 -2%
CT
1247
Chicago Trust
Illinois
$800K -$79.7K -824 -9%
RMCM
1248
Reynders McVeigh Capital Management
Massachusetts
$798K -$169K -1,750 -17%
MA
1249
MKT Advisors
California
$794K +$76.3K +789 +10%
IAS
1250
IMA Advisory Services
Colorado
$794K

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.