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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 %
CT
1451
Clearstead Trust
Maine
$539K +$372K +4,075 +222%
CCWM
1452
Cassaday & Co Wealth Management
Virginia
$538K -$1.37K -15 -0.3%
BC
1453
Belmont Capital
California
$537K – – –
CWP
1454
Core Wealth Partners
California
$536K +$1K +11 +0.2%
PAM
1455
Palisade Asset Management
Minnesota
$532K -$91 -1 -0%
WG
1456
Welch Group
Alabama
$532K – – –
PB
1457
Pinnacle Bancorp
Nebraska
$530K -$19.2K -210 -3%
PWPS
1458
Pinnacle Wealth Planning Services
Ohio
$526K +$19.9K +218 +4%
WP
1459
WMS Partners
Maryland
$526K -$6.3K -69 -1%
LRPA
1460
L. Roy Papp & Associates
Arizona
$525K -$70.7K -775 -12%
WKWM
1461
Walter & Keenan Wealth Management
Indiana
$524K -$7.85K -86 -1%
UF
1462
Univest Financial
Pennsylvania
$524K -$389K -4,264 -43%
ACG
1463
Allen Capital Group
Nebraska
$523K +$48.5K +532 +10%
KIG
1464
Kessler Investment Group
Indiana
$523K +$83K +910 +19%
GIA
1465
GHP Investment Advisors
Colorado
$522K -$8.58K -94 -2%
VCA
1466
Verdence Capital Advisors
Maryland
$522K -$38.1K -418 -7%
MCM
1467
Mendel Capital Management
Arkansas
$522K +$9.22K +101 +2%
AB
1468
Atlas Brown
Kentucky
$517K +$19.7K +216 +4%
FHA
1469
Flagship Harbor Advisors
Massachusetts
$516K +$198K +2,167 +62%
BIG
1470
Brooklyn Investment Group
New York
$516K +$27.7K +304 +6%
JCFM
1471
JBR Co Financial Management
Oklahoma
$515K -$9.58K -105 -2%
BEAM
1472
Baker Ellis Asset Management
Washington
$513K -$5.93K -65 -1%
HIMC
1473
Heritage Investors Management Corp
Maryland
$512K -$31.9K -350 -6%
IP
1474
Ignite Planners
California
$512K +$463 +5 +0.1%
CSI
1475
Clark & Stuart Inc
Maine
$507K +$507K +5,558 New
57 58
59
60 61