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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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$57.2M -$8.1M -83,682 -12%
UCFA
127
United Capital Financial Advisors
Texas
$56.8M -$1.9M -19,621 -3%
MG
128
Markel Group
Virginia
$56.3M +$1.64M +17,000 +3%
M&T Bank
129
M&T Bank
New York
$55.8M -$302K -3,120 -0.5%
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$55.6M -$1.39M -14,333 -2%
IP
131
Interval Partners
New York
$55M +$12M +124,325 +26%
APG Asset Management
132
APG Asset Management
Netherlands
$54.9M +$60.3M +623,400 New
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$54.4M +$7.91M +81,769 +16%
WP
134
Woodline Partners
California
$54.1M +$8.81M +91,060 +18%
Prudential Financial
135
Prudential Financial
New Jersey
$53.8M -$11.7M -121,098 -17%
MML Investors Services
136
MML Investors Services
Massachusetts
$52.7M -$5.65M -58,361 -9%
HMP
137
HS Management Partners
New York
$52.3M -$23.6M -243,558 -30%
Korea Investment Corp
138
Korea Investment Corp
South Korea
$51.7M +$5.99M +61,900 +12%
NC
139
Nicholas Company
Wisconsin
$50.8M -$3.39K -35 -0%
Swedbank
140
Swedbank
Sweden
$50.1M -$253K -2,611 -0.5%
SL
141
Summitry LLC
California
$49.7M +$1.45M +14,955 +3%
MAM
142
Madison Asset Management
Wisconsin
$49.6M -$686K -7,089 -1%
MIA
143
Madison Investment Advisors
Wisconsin
$49.6M +$52.6M +544,004 New
Allspring Global Investments
144
Allspring Global Investments
North Carolina
$49.1M +$3.46M +35,790 +7%
O
145
Ossiam
France
$48.8M +$49.2M +508,054 +1,892%
SRIM
146
Saratoga Research & Investment Management
California
$48.4M -$1.77M -18,245 -3%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$48.1M +$2.73M +28,227 +6%
Mitsubishi UFJ Trust & Banking
148
Mitsubishi UFJ Trust & Banking
Japan
$47.5M -$2.35M -24,338 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
149
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$47.4M -$21.8M -225,000 -30%
SCM
150
Suvretta Capital Management
New York
$47M -$3.42M -35,387 -6%

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.