We are live on ! Find out more
SBUX icon

Starbucks

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
EB
1426
Emprise Bank
Kansas
$575K -$25.4K -263 -4%
FNBSF
1427
First National Bank Sioux Falls
South Dakota
$574K
ETC
1428
Exchange Traded Concepts
Oklahoma
$574K -$5.22K -54 -0.9%
TCM
1429
Telos Capital Management
California
$574K -$244K -2,525 -29%
MCM
1430
Marathon Capital Management
Maryland
$572K
PA
1431
Persium Advisors
Georgia
$572K +$606K +6,264 New
TA
1432
TFG Advisers
Michigan
$568K +$3K +31 +0.5%
MCWA
1433
Meadow Creek Wealth Advisors
Georgia
$568K +$2.42K +25 +0.4%
DWM
1434
Dorchester Wealth Management
Quebec, Canada
$567K
CFG
1435
Copley Financial Group
California
$566K -$133K -1,376 -18%
EPIM
1436
Evelyn Partners Investment Management
$565K +$599K +6,187 New
DP
1437
DDD Partners
Washington
$564K +$109K +1,130 +22%
ML
1438
McAdam LLC
Pennsylvania
$564K +$9.67K +100 +2%
MBT
1439
Montecito Bank & Trust
California
$564K
KSB
1440
Kennebec Savings Bank
Maine
$561K +$18.6K +192 +3%
LCG
1441
Lakeshore Capital Group
Illinois
$561K +$595K +6,152 New
SCG
1442
Sonata Capital Group
Washington
$561K +$106K +1,100 +22%
HWM
1443
Hohimer Wealth Management
Washington
$561K +$193K +1,999 +48%
RFG
1444
Range Financial Group
Oregon
$561K +$163K +1,680 +38%
SAM
1445
Strategy Asset Managers
California
$557K +$24.3K +251 +4%
BFG
1446
Berger Financial Group
Minnesota
$557K -$22.2K -229 -4%
BOJHT
1447
Bank of Jackson Hole Trust
Wyoming
$555K +$588K +6,078 New
CRC
1448
Curi RMB Capital
Illinois
$554K -$128K -1,328 -18%
GGI
1449
GPM Growth Investors
Michigan
$554K -$74.9K -774 -11%
MIM
1450
Moseley Investment Management
Florida
$552K -$44.2K -457 -7%

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.