SBUX icon

Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.61%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1426
Dorchester Wealth Management
Quebec, Canada
$567K – – –
CFG
1427
Copley Financial Group
California
$566K -$126K -1,376 -18%
DP
1428
DDD Partners
Washington
$564K +$103K +1,130 +22%
ML
1429
McAdam LLC
Pennsylvania
$564K +$9.13K +100 +2%
MBT
1430
Montecito Bank & Trust
California
$564K – – –
KSB
1431
Kennebec Savings Bank
Maine
$561K +$18K +192 +3%
LCG
1432
Lakeshore Capital Group
Illinois
$561K +$561K +6,152 New
SCG
1433
Sonata Capital Group
Washington
$561K +$100K +1,100 +22%
HWM
1434
Hohimer Wealth Management
Washington
$561K +$182K +1,999 +48%
RFG
1435
Range Financial Group
Oregon
$561K +$153K +1,680 +38%
SAM
1436
Strategy Asset Managers
California
$557K +$22.9K +251 +4%
BFG
1437
Berger Financial Group
Minnesota
$557K -$20.9K -229 -4%
BOJHT
1438
Bank of Jackson Hole Trust
Wyoming
$555K +$555K +6,078 New
CRC
1439
Curi RMB Capital
Illinois
$554K -$121K -1,328 -18%
GGI
1440
GPM Growth Investors
Michigan
$554K -$70.6K -774 -11%
MIM
1441
Moseley Investment Management
Florida
$552K -$41.7K -457 -7%
CIC
1442
Carnegie Investment Counsel
Ohio
$552K -$57.1K -626 -9%
EFMC
1443
Empire Financial Management Company
New York
$551K – – –
SA
1444
Sovran Advisors
California
$548K +$548K +5,892 New
CIA
1445
Compass Ion Advisors
Pennsylvania
$548K -$2.1K -23 -0.4%
UAG
1446
United Advisor Group
Ohio
$548K -$401K -4,393 -42%
SSWM
1447
Sheets Smith Wealth Management
North Carolina
$548K -$89.8K -984 -14%
DI
1448
Diligent Investors
California
$548K +$185K +2,029 +51%
GDP
1449
Great Diamond Partners
Maine
$542K -$13.6K -149 -2%
PWM
1450
Proathlete Wealth Management
Florida
$541K +$2.28K +25 +0.4%
56 57
58
59 60