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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
LW
1276
Linscomb Wealth
Texas
$753K -$7.45K -77 -0.9%
BWP
1277
Burling Wealth Partners
Illinois
$751K +$796K +8,230 New
CFM
1278
Catalyst Funds Management
Australia
$748K -$19.3K -200 -2%
FFS
1279
Founders Financial Securities
Maryland
$746K +$28.4K +294 +4%
PL
1280
Perpetual Ltd
Australia
$746K -$619K -6,394 -44%
KC
1281
Knuff & Co
California
$746K
NW
1282
Naviter Wealth
Arkansas
$744K -$1.29M -13,329 -62%
BLC
1283
Brown, Lisle/Cummings
Rhode Island
$744K
JIC
1284
Joel Isaacson & Co
New York
$741K +$31.8K +329 +4%
LS
1285
Livforsakringsbolaget Skandia
Sweden
$741K
AFC
1286
AFT Forsyth & Company
Florida
$740K
CSA
1287
Cottage Street Advisors
Massachusetts
$738K -$76K -786 -9%
FAG
1288
Fortitude Advisory Group
Washington
$737K -$34.2K -354 -4%
CS
1289
Cannell & Spears
New York
$737K -$51.4K -531 -6%
Group One Trading
1290
Group One Trading
Illinois
$735K -$878K -9,078 -53%
PAG
1291
Powers Advisory Group
Illinois
$734K +$13.3K +137 +2%
IWA
1292
Icon Wealth Advisors
Texas
$733K -$1.26M -13,053 -62%
WAM
1293
Warberg Asset Management
Illinois
$730K +$774K +8,000 New
ATS
1294
Ashton Thomas Securities
New York
$728K +$58.4K +604 +8%
SWP
1295
Sagespring Wealth Partners
Tennessee
$728K +$772K +7,976 New
PAM
1296
Panagora Asset Management
Massachusetts
$726K -$637K -6,586 -45%
TBC
1297
Ted Buchan & Co
California
$725K +$35.3K +365 +5%
CAMG
1298
CWA Asset Management Group
Florida
$724K +$286K +2,959 +60%
SIC
1299
Samalin Investment Counsel
New York
$723K -$9.58K -99 -1%
AAP
1300
Arax Advisory Partners
Colorado
$722K +$551K +5,700 +258%

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.