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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
PFBT
1376
Parkside Financial Bank & Trust
Missouri
$632K -$16.7K -173 -2%
SP
1377
Stonebrook Private
Michigan
$630K +$6.29K +65 +1%
SAM
1378
Sompo Asset Management
Japan
$626K
SIG
1379
Sargent Investment Group
Maryland
$623K -$121K -1,252 -16%
LA
1380
LexAurum Advisors
Kansas
$622K +$10.2K +105 +2%
JSW
1381
Journey Strategic Wealth
New Jersey
$621K -$6.38K -66 -1%
DFA
1382
Davies Financial Advisors
California
$619K -$178K -1,837 -21%
RLIM
1383
Red Lighthouse Investment Management
New York
$618K +$97 +1 +0%
MCM
1384
Morton Capital Management
California
$618K +$387K +4,003 +145%
VCM
1385
Virtue Capital Management
Tennessee
$618K -$13.5K -140 -2%
DWM
1386
DecisionMap Wealth Management
Virginia
$617K +$655K +6,767 New
MDA
1387
Minot DeBlois Advisors
Massachusetts
$617K +$654K +6,762 New
HCM
1388
Howland Capital Management
Massachusetts
$617K -$49.1K -508 -7%
JWM
1389
Jeppson Wealth Management
California
$612K -$1.74K -18 -0.3%
SWA
1390
Stratos Wealth Advisors
Ohio
$611K -$5.32K -55 -0.8%
IPW
1391
Inlet Private Wealth
Florida
$611K
CPSAC
1392
Chas P. Smith & Associates (CPS)
Florida
$611K -$68.7K -710 -10%
BFO
1393
Boston Family Office
Massachusetts
$607K +$1.06K +11 +0.2%
NIM
1394
Northeast Investment Management
Massachusetts
$607K -$133K -1,374 -17%
SCM
1395
Soros Capital Management
New York
$606K +$296K +3,055 +85%
TYCC
1396
Texas Yale Capital Corp
Florida
$605K +$19.3K +200 +3%
WRPWM
1397
Werba Rubin Papier Wealth Management
California
$605K -$9.77K -101 -2%
Arrowstreet Capital
1398
Arrowstreet Capital
Massachusetts
$602K +$639K +6,602 New
BCM
1399
Blume Capital Management
California
$602K
RPWA
1400
Regent Peak Wealth Advisors
Georgia
$602K -$1.78M -18,357 -74%

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.