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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
RCM
1326
Ratan Capital Management
Florida
$506K -$33.4K -396 -6%
DFP
1327
Donalies Financial Planning
District of Columbia
$505K +$506K +5,997 New
CAM
1328
Cidel Asset Management
Ontario, Canada
$505K
TCBWMS
1329
Texas Capital Bank Wealth Management Services
Texas
$505K +$6.33K +75 +1%
GWANC
1330
Guardian Wealth Advisors (North Carolina)
North Carolina
$503K +$21.6K +256 +4%
LCGC
1331
Legacy Capital Group California
California
$502K +$590 +7 +0.1%
GKWIM
1332
Gerber Kawasaki Wealth & Investment Management
California
$502K -$49.9K -591 -9%
CWP
1333
Core Wealth Partners
California
$501K +$2.45K +29 +0.5%
PFG
1334
PAX Financial Group
Texas
$498K -$64.3K -762 -11%
CIA
1335
Compass Ion Advisors
Pennsylvania
$497K -$9.7K -115 -2%
PT
1336
Plimoth Trust
Massachusetts
$496K -$27K -320 -5%
LAM
1337
L2 Asset Management
Massachusetts
$495K +$41.2K +488 +9%
AWM
1338
Aviso Wealth Management
Washington
$493K -$75.7K -897 -13%
BFM
1339
Boothbay Fund Management
New York
$492K +$493K +5,843 New
CFP
1340
Catalyst Financial Partners
Massachusetts
$491K -$9.45K -112 -2%
SM
1341
Sweeney & Michel
California
$491K -$12K -142 -3%
SFG
1342
Strive Financial Group
Indiana
$488K +$489K +5,796 New
CSC
1343
Caldwell Sutter Capital
California
$487K +$1.01K +12 +0.2%
DP
1344
DDD Partners
Washington
$486K +$15.9K +189 +3%
MW
1345
MBL Wealth
North Carolina
$486K +$263K +3,118 +117%
RWFS
1346
Rayburn West Financial Services
Tennessee
$486K +$529K +6,269 New
GIA
1347
GHP Investment Advisors
Colorado
$486K +$12.7K +151 +3%
CA
1348
Claro Advisors
Massachusetts
$484K -$5.15K -61 -1%
ZIG
1349
Zuckerman Investment Group
Illinois
$482K -$8.77M -104,014 -95%
PAM
1350
Palisade Asset Management
Minnesota
$481K -$6.33K -75 -1%