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2,314 hedge funds and large institutions have $80.3B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 722 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2.87% more ownership

Funds ownership: 80.94%83.81% (+2.9%)

2% more funds holding

Funds holding: 2,2612,314 (+53)

3% more capital invested

Capital invested by funds: $77.8B → $80.3B (+$2.5B)

34% less repeat investments, than reductions

Existing positions increased: 722 | Existing positions reduced: 1,097

Holders
2,314
Holders Change
+53
Holders Change %
+2.34%
% of All Funds
28.14%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
722
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1301
Wealthcare Advisory Partners
Pennsylvania
$537K -$363K -4,306 -40%
MAWA
1302
Moss Adams Wealth Advisors
Washington
$535K -$178K -2,112 -25%
JWM
1303
Jeppson Wealth Management
California
$535K -$11.6K -138 -2%
FFS
1304
Flavin Financial Services
Florida
$530K -$35.6K -422 -6%
BA
1305
Birinyi Associates
Connecticut
$526K
BCM
1306
Blume Capital Management
California
$525K -$31.4K -372 -6%
EFG
1307
Elevated Financial Group
Indiana
$521K +$522K +6,191 New
ACMA
1308
Arbor Capital Management (Alaska)
Alaska
$520K
ST
1309
Somerset Trust
Pennsylvania
$518K -$10.2K -121 -2%
AFT
1310
Alpha Family Trust
California
$516K +$286K +3,390 +124%
ST
1311
Smithfield Trust
Pennsylvania
$516K -$4.64K -55 -0.9%
HCP
1312
Holt Capital Partners
Texas
$515K +$12.8K +152 +3%
BAWM
1313
Bennett Associates Wealth Management
Pennsylvania
$515K +$56.4K +668 +12%
TPWA
1314
TRUE Private Wealth Advisors
Oregon
$515K -$19.5K -231 -4%
FMP
1315
Financial Management Professionals
Texas
$515K -$16.4K -194 -3%
FAG
1316
Fortitude Advisory Group
Washington
$513K -$47.6K -564 -8%
WKWM
1317
Walter & Keenan Wealth Management
Indiana
$512K +$7.93K +94 +2%
TFS
1318
Thoroughbred Financial Services
Tennessee
$511K -$33.3K -395 -6%
TCWM
1319
Total Clarity Wealth Management
Illinois
$511K +$84 +1 +0%
AWM
1320
Angeles Wealth Management
California
$510K +$283K +3,358 +125%
EFMC
1321
Empire Financial Management Company
New York
$509K
WW
1322
Waterfront Wealth
Kansas
$509K +$15.2K +180 +4%
OC
1323
Opal Capital
Florida
$508K +$433K +5,133 New
TM
1324
TigerOak Management
New Mexico
$507K -$55.3K -655 -10%
BWG
1325
Beta Wealth Group
California
$506K -$25.1K -297 -5%