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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
HHRDM
1326
H&H Retirement Design & Management
Nevada
$684K -$69.7K -720 -11%
TFA
1327
Transamerica Financial Advisors
Florida
$684K -$16.6K -172 -2%
ST
1328
Smithfield Trust
Pennsylvania
$684K
IAIM
1329
International Assets Investment Management
Florida
$682K -$72.1M -744,955 -99%
ACMA
1330
Arbor Capital Management (Alaska)
Alaska
$682K
CAM
1331
Cidel Asset Management
Ontario, Canada
$681K +$38.4K +397 +6%
BB
1332
Burford Brothers
Texas
$679K +$264K +2,724 +58%
MFG
1333
Magnus Financial Group
New York
$677K -$30.3K -313 -4%
PAI
1334
Pittenger & Anderson Inc
Nebraska
$674K +$46.8K +484 +7%
CA
1335
Cambridge Advisors
Nebraska
$674K +$97 +1 +0%
HBT
1336
Heartland Bank & Trust
Illinois
$674K -$26.3K -272 -4%
BCM
1337
Brown Capital Management
Maryland
$671K -$58K -599 -8%
ESB
1338
Essex Savings Bank
Connecticut
$671K +$9.67K +100 +1%
TPWA
1339
TRUE Private Wealth Advisors
Oregon
$669K -$18.5K -191 -3%
MIM
1340
Morningstar Investment Management
Illinois
$669K +$26.2K +271 +4%
CWA
1341
Crux Wealth Advisors
California
$667K +$707K +7,305 New
TM
1342
TigerOak Management
New Mexico
$665K +$706K +7,293 New
RMAM
1343
Raab & Moskowitz Asset Management
New Jersey
$665K -$2.71K -28 -0.4%
FFWA
1344
FRG Family Wealth Advisors
Washington
$664K -$30.5K -315 -4%
MCM
1345
Maple Capital Management
Vermont
$661K -$1.55K -16 -0.2%
SFM
1346
Signet Financial Management
New Jersey
$661K +$701K +7,248 New
HPC
1347
HM Payson & Co
Maine
$661K +$127K +1,312 +22%
AIM
1348
Alhambra Investment Management
Florida
$655K -$9.67K -100 -1%
OIM
1349
Orca Investment Management
Oregon
$654K -$16.8K -174 -2%
CSB
1350
City State Bank
Iowa
$653K -$10.1K -104 -1%

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.