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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
CB
1401
CNB Bank
Pennsylvania
$602K -$151K -1,556 -19%
CSC
1402
Caldwell Sutter Capital
California
$601K +$11.1K +115 +2%
ISFAN
1403
Investor's Fiduciary Advisor Network
Washington
$601K +$638K +6,597 New
CWS
1404
Cypress Wealth Services
California
$600K -$12.9K -133 -2%
SAM
1405
Synergy Asset Management
Washington
$599K +$398K +4,109 +182%
HW
1406
Hancock Whitney
Mississippi
$599K -$27.9K -288 -4%
BA
1407
Birinyi Associates
Connecticut
$597K -$24.7K -255 -4%
CCA
1408
Carrera Capital Advisors
Michigan
$595K +$19.7K +204 +3%
AWA
1409
Aaron Wealth Advisors
Illinois
$594K +$17.6K +182 +3%
GKWIM
1410
Gerber Kawasaki Wealth & Investment Management
California
$592K +$72.6K +750 +13%
FPB
1411
First PREMIER Bank
South Dakota
$591K -$57.1K -590 -8%
CA
1412
CoreCap Advisors
Michigan
$591K -$25.8K -267 -4%
CRI
1413
Colonial River Investments
Virginia
$589K -$54.6K -564 -8%
GPA
1414
Garrison Point Advisors
California
$589K -$10.1K -104 -2%
PIA
1415
Perennial Investment Advisors
California
$589K +$6.97K +72 +1%
PT
1416
Plimoth Trust
Massachusetts
$589K -$27.6K -285 -4%
CCA
1417
Cobblestone Capital Advisors
New York
$585K -$18.6K -192 -3%
TGAM
1418
TBH Global Asset Management
Tennessee
$584K +$7.26K +75 +1%
NCFG
1419
New Century Financial Group
New Jersey
$584K -$83.3K -861 -12%
MYIA
1420
Mount Yale Investment Advisors
Colorado
$583K -$322K -3,330 -34%
OAM
1421
Oxford Asset Management
United Kingdom
$583K +$618K +6,390 New
XT
1422
XTX Topco
Cayman Islands
$581K +$616K +6,367 New
PHS
1423
Pekin Hardy Strauss
Illinois
$581K +$193 +2 +0%
CPA
1424
Cardiff Park Advisors
California
$579K -$19.1K -197 -3%
HGWM
1425
Horst & Graben Wealth Management
Oregon
$579K +$100K +1,034 +19%

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.