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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
JCM
1301
Jag Capital Management
Missouri
$720K -$29K -300 -4%
MAWA
1302
Moss Adams Wealth Advisors
Washington
$716K -$54.6K -564 -7%
CCFM
1303
Clear Creek Financial Management
Washington
$715K +$185K +1,917 +32%
UCB
1304
United Community Bank
South Carolina
$714K -$67.2K -695 -8%
ISL
1305
Ingalls & Snyder LLC
New York
$712K
SA
1306
Seneschal Advisors
Washington
$711K +$754K +7,789 New
RBI
1307
Raiffeisen Bank International
Austria
$710K +$759K +7,841 New
PFS
1308
Physicians Financial Services
North Carolina
$709K -$14.6K -151 -2%
PWAM
1309
Pinnacle West Asset Management
Wyoming
$709K +$2.42K +25 +0.3%
NJIM
1310
Nabity-Jensen Investment Management
Nebraska
$707K -$3.77K -39 -0.5%
MWM
1311
Modern Wealth Management
Kansas
$707K +$181K +1,876 +32%
CI
1312
CX Institutional
Indiana
$705K +$140K +1,449 +23%
PCA
1313
Purkiss Capital Advisors
Connecticut
$705K +$747K +7,721 New
GL
1314
Graypoint LLC
New York
$703K -$72.2K -746 -9%
VCP
1315
Verus Capital Partners
Arizona
$703K -$55.5K -574 -7%
DFG
1316
Delta Financial Group
New Jersey
$700K +$742K +7,674 New
PCP
1317
Proficio Capital Partners
Massachusetts
$698K +$69.1K +714 +10%
BFC
1318
Bedel Financial Consulting
Indiana
$698K -$35.4K -366 -6%
RIA
1319
Regal Investment Advisors
Michigan
$696K -$143K -1,481 -16%
PW
1320
Paladin Wealth
Minnesota
$693K +$6K +62 +0.8%
CMTU
1321
Capital Markets Trading (UK)
United Kingdom
$693K +$525K +5,422 +249%
NHT
1322
New Hampshire Trust
New Hampshire
$690K -$285K -2,942 -28%
TL
1323
Tradewinds LLC
North Carolina
$688K -$17.8K -184 -3%
AC
1324
Apella Capital
Connecticut
$686K +$55.7K +576 +8%
OKSA
1325
O'Keefe Stevens Advisory
New York
$685K +$220K +2,272 +43%

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.