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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
AWS
1351
Aspen Wealth Strategies
Colorado
$653K +$261K +2,702 +61%
VWA
1352
Visionary Wealth Advisors
Illinois
$653K -$9.48K -98 -1%
ME
1353
McIlrath & Eck
Washington
$651K -$3.97K -41 -0.6%
IWA
1354
Inspirion Wealth Advisors
Illinois
$650K -$28.9K -299 -4%
TCM
1355
Traynor Capital Management
Pennsylvania
$648K -$51.1K -528 -7%
SWM
1356
Salvus Wealth Management
New Jersey
$647K +$2.13K +22 +0.3%
GGS
1357
Galvin Gaustad & Stein
Arizona
$644K -$369K -3,814 -35%
APA
1358
Astoria Portfolio Advisors
New York
$644K +$12.7K +131 +2%
BTC
1359
Bank & Trust Company
Illinois
$643K
EFSCE
1360
Enterprise Financial Services Corp (EFSC)
Missouri
$642K -$580 -6 -0.1%
DAS
1361
Diversify Advisory Services
Utah
$641K -$117K -1,206 -15%
PBK
1362
Peoples Bank (Kansas)
Kansas
$641K -$13.5K -140 -2%
PP
1363
PDS Planning
Ohio
$641K +$36K +372 +6%
DJSG
1364
D.J. St. Germain
Massachusetts
$641K +$3.87K +40 +0.6%
SC
1365
Syon Capital
California
$639K -$125K -1,287 -16%
AIA
1366
Allied Investment Advisors
Montana
$638K -$7.26K -75 -1%
TCM
1367
Twin Capital Management
Pennsylvania
$636K +$253K +2,613 +60%
BWM
1368
Blossom Wealth Management
California
$636K +$29.7K +307 +5%
MMM
1369
Mendel Money Management
Illinois
$634K -$12.1K -125 -2%
FFS
1370
Flavin Financial Services
Florida
$634K +$672K +6,947 New
Members Trust
1371
Members Trust
Florida
$634K -$12.8K -132 -2%
FC
1372
Financial Council
Maryland
$633K -$1.35K -14 -0.2%
SPC
1373
Spirepoint Private Client
Florida
$633K -$871 -9 -0.1%
HWA
1374
Heritage Wealth Advisors
Virginia
$633K -$53.8K -556 -7%
LRIA
1375
Leonard Rickey Investment Advisors
Washington
$632K +$387 +4 +0.1%

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.