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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
CIC
1451
Carnegie Investment Counsel
Ohio
$552K -$60.6K -626 -9%
EFMC
1452
Empire Financial Management Company
New York
$551K
SA
1453
Sovran Advisors
California
$548K +$570K +5,892 New
CIA
1454
Compass Ion Advisors
Pennsylvania
$548K -$2.23K -23 -0.4%
UAG
1455
United Advisor Group
Ohio
$548K -$425K -4,393 -42%
SSWM
1456
Sheets Smith Wealth Management
North Carolina
$548K -$95.2K -984 -14%
DI
1457
Diligent Investors
California
$548K +$196K +2,029 +51%
GDP
1458
Great Diamond Partners
Maine
$542K -$14.4K -149 -2%
PWM
1459
Proathlete Wealth Management
Florida
$541K +$2.42K +25 +0.4%
CT
1460
Clearstead Trust
Maine
$539K +$394K +4,075 +222%
CCWM
1461
Cassaday & Co Wealth Management
Virginia
$538K -$1.45K -15 -0.3%
BC
1462
Belmont Capital
California
$537K
CWP
1463
Core Wealth Partners
California
$536K +$1.06K +11 +0.2%
PAM
1464
Palisade Asset Management
Minnesota
$532K -$97 -1 -0%
WG
1465
Welch Group
Alabama
$532K
PB
1466
Pinnacle Bancorp
Nebraska
$530K -$20.3K -210 -3%
PWPS
1467
Pinnacle Wealth Planning Services
Ohio
$526K +$21.1K +218 +4%
WP
1468
WMS Partners
Maryland
$526K -$6.67K -69 -1%
LRPA
1469
L. Roy Papp & Associates
Arizona
$525K -$75K -775 -12%
WKWM
1470
Walter & Keenan Wealth Management
Indiana
$524K -$8.32K -86 -1%
UF
1471
Univest Financial
Pennsylvania
$524K -$413K -4,264 -43%
ACG
1472
Allen Capital Group
Nebraska
$523K +$51.5K +532 +10%
KIG
1473
Kessler Investment Group
Indiana
$523K +$88K +910 +19%
GIA
1474
GHP Investment Advisors
Colorado
$522K -$9.09K -94 -2%
VCA
1475
Verdence Capital Advisors
Maryland
$522K -$40.4K -418 -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.