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2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
KAM
1451
Knightsbridge Asset Management
California
$529K -$16.4K -159 -3%
NERM
1452
New England Research & Management
Illinois
$528K -$559K -5,407 -50%
SSWM
1453
Sheets Smith Wealth Management
North Carolina
$527K -$65.5K -634 -11%
MP
1454
McDonald Partners
Ohio
$526K -$12.3K -119 -2%
GWANC
1455
Guardian Wealth Advisors (North Carolina)
North Carolina
$526K -$3K -29 -0.5%
TBA
1456
Tower Bridge Advisors
Pennsylvania
$525K -$3.72K -36 -0.7%
SG
1457
StoneX Group
New York
$524K -$3.19M -30,874 -85%
CWG
1458
Cornerstone Wealth Group
North Carolina
$523K -$14.1K -136 -2%
ST
1459
Spinnaker Trust
Maine
$522K +$7.65K +74 +1%
PWP
1460
Phillips Wealth Planners
Mississippi
$522K +$99K +958 +19%
NFA
1461
Northern Financial Advisors
Michigan
$522K -$2.48K -24 -0.4%
HWAM
1462
Hennion & Walsh Asset Management
New Jersey
$521K +$79.1K +765 +17%
IP
1463
Ignite Planners
California
$518K +$82.2K +795 +14%
OWCM
1464
One Wealth Capital Management
Arizona
$518K +$546K +5,281 New
CWM
1465
Connecticut Wealth Management
Connecticut
$518K +$310 +3 +0.1%
CAL
1466
Capital Advisors Ltd
Ohio
$516K +$207 +2 +0%
UAG
1467
United Advisor Group
Ohio
$516K -$77.4K -749 -12%
RZH
1468
Relyea Zuckerberg Hanson
Connecticut
$514K +$42.7K +413 +9%
4WM
1469
49 Wealth Management
Texas
$513K +$18.2K +176 +3%
HIMC
1470
Heritage Investors Management Corp
Maryland
$513K -$39.5K -382 -7%
SOS
1471
Silver Oak Securities
Tennessee
$513K +$76.1K +736 +16%
SMH
1472
Sanders Morris Harris
Texas
$511K
AIM
1473
Advyzon Investment Management
Illinois
$509K +$148K +1,427 +38%
HWA
1474
Heritage Wealth Advisors
Virginia
$509K -$180K -1,743 -25%
SCM
1475
Stevens Capital Management
Pennsylvania
$509K +$537K +5,191 New

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.