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Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.61%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1251
PenderFund Capital Management
British Columbia, Canada
$778K – – –
AWA
1252
Arete Wealth Advisors
Illinois
$775K +$132K +1,447 +21%
PVM
1253
Palogic Value Management
Texas
$774K +$7.67K +84 +1%
YP
1254
YANKCOM Partnership
South Dakota
$771K +$771K +8,450 New
GCP
1255
GSA Capital Partners
United Kingdom
$770K +$770K +8,440 New
CWM
1256
Chemistry Wealth Management
New York
$770K -$42.4K -465 -5%
TBWA
1257
Three Bridge Wealth Advisors
California
$769K -$20.5K -225 -3%
FNA
1258
First National Advisers
Nebraska
$763K +$35.1K +385 +5%
TWM
1259
TriaGen Wealth Management
California
$763K +$1.46K +16 +0.2%
DDC
1260
DF Dent & Co
Maryland
$762K +$5.29K +58 +0.7%
TIM
1261
Tevis Investment Management
Texas
$761K -$2.28K -25 -0.3%
MLL
1262
Moody Lynn & Lieberson
Massachusetts
$760K +$1.46K +16 +0.2%
MP
1263
Mangrove Partners
Connecticut
$757K +$757K +8,297 New
IAS
1264
Insigneo Advisory Services
Florida
$757K +$35.9K +393 +5%
PFA
1265
Pathway Financial Advisers
Indiana
$756K +$23.2K +254 +3%
HNW
1266
High Note Wealth
Minnesota
$756K -$547 -6 -0.1%
BCPWM
1267
Bradley & Co Private Wealth Management
Florida
$754K +$754K +8,261 New
LW
1268
Linscomb Wealth
Texas
$753K -$7.03K -77 -0.9%
BWP
1269
Burling Wealth Partners
Illinois
$751K +$751K +8,230 New
CFM
1270
Catalyst Funds Management
Australia
$748K -$18.3K -200 -2%
FFS
1271
Founders Financial Securities
Maryland
$746K +$26.8K +294 +4%
PL
1272
Perpetual Ltd
Australia
$746K -$583K -6,394 -44%
KC
1273
Knuff & Co
California
$746K – – –
NW
1274
Naviter Wealth
Arkansas
$744K -$1.22M -13,329 -62%
BLC
1275
Brown, Lisle/Cummings
Rhode Island
$744K – – –
49 50
51
52 53