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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
RS
1251
Retirement Solution
Washington
$792K -$1.26M -12,996 -60%
SIM
1252
Sentry Investment Management
Wisconsin
$791K -$137K -1,411 -14%
CA
1253
Continuum Advisory
Idaho
$789K -$3.29K -34 -0.4%
GS
1254
Gagnon Securities
New York
$788K
CIAS
1255
Capital Investment Advisory Services
North Carolina
$787K +$42.5K +439 +5%
SWM
1256
Sendero Wealth Management
Texas
$785K
WBCM
1257
Wilson & Boucher Capital Management
California
$782K
CHJWM
1258
Carlton Hofferkamp & Jenks Wealth Management
Texas
$780K
PCM
1259
PenderFund Capital Management
British Columbia, Canada
$778K
AWA
1260
Arete Wealth Advisors
Illinois
$775K +$140K +1,447 +21%
PVM
1261
Palogic Value Management
Texas
$774K +$8.13K +84 +1%
YP
1262
YANKCOM Partnership
South Dakota
$771K +$817K +8,450 New
GCP
1263
GSA Capital Partners
United Kingdom
$770K +$817K +8,440 New
CWM
1264
Chemistry Wealth Management
New York
$770K -$45K -465 -5%
TBWA
1265
Three Bridge Wealth Advisors
California
$769K -$21.8K -225 -3%
FNA
1266
First National Advisers
Nebraska
$763K +$37.2K +385 +5%
TWM
1267
TriaGen Wealth Management
California
$763K +$1.55K +16 +0.2%
DDC
1268
DF Dent & Co
Maryland
$762K +$5.61K +58 +0.7%
TIM
1269
Tevis Investment Management
Texas
$761K -$2.42K -25 -0.3%
MLL
1270
Moody Lynn & Lieberson
Massachusetts
$760K +$1.55K +16 +0.2%
MP
1271
Mangrove Partners
Connecticut
$757K +$803K +8,297 New
IAS
1272
Insigneo Advisory Services
Florida
$757K +$38K +393 +5%
PFA
1273
Pathway Financial Advisers
Indiana
$756K +$24.6K +254 +3%
HNW
1274
High Note Wealth
Minnesota
$756K -$580 -6 -0.1%
BCPWM
1275
Bradley & Co Private Wealth Management
Florida
$754K +$799K +8,261 New

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.