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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 %
SPL
1476
Smart Portfolios LLC
Washington
$507K -$3.19K -35 -0.6%
SEIA
1477
Signature Estate & Investment Advisors
California
$507K +$56.5K +619 +13%
HCP
1478
Holt Capital Partners
Texas
$506K +$16.4K +180 +3%
KAM
1479
Knightsbridge Asset Management
California
$506K +$456 +5 +0.1%
GWS
1480
Greykasell Wealth Strategies
California
$505K +$505K +5,534 New
CWM
1481
Cornerstone Wealth Management
Missouri
$503K -$14.4K -158 -3%
KTM
1482
Keeler Thomas Management
Utah
$503K -$41.8K -458 -8%
BWG
1483
Beta Wealth Group
California
$502K +$274 +3 +0.1%
GCP
1484
Gill Capital Partners
Colorado
$502K +$41.2K +452 +9%
RPCONE
1485
Retirement Planning Company of New England
Rhode Island
$501K -$6.57K -72 -1%
AMCA
1486
Arthur M. Cohen & Associates
Illinois
$500K – – –
PWP
1487
Private Wealth Partners
California
$500K -$153K -1,675 -23%
MP
1488
McDonald Partners
Ohio
$499K -$34.2K -375 -6%
CWG
1489
Cornerstone Wealth Group
North Carolina
$499K -$33.7K -369 -6%
ST
1490
Somerset Trust
Pennsylvania
$498K +$48.3K +529 +11%
ACM
1491
Argent Capital Management
Missouri
$498K – – –
CWMGO
1492
Capstone Wealth Management Group (Oregon)
Oregon
$496K +$496K +5,440 New
BFIM
1493
Beese Fulmer Investment Management
Ohio
$496K – – –
PGCM
1494
Prescott Group Capital Management
Oklahoma
$495K -$844K -9,253 -63%
TBA
1495
Tower Bridge Advisors
Pennsylvania
$492K – – –
GWANC
1496
Guardian Wealth Advisors (North Carolina)
North Carolina
$492K +$11.2K +123 +2%
NFA
1497
Northern Financial Advisors
Michigan
$488K -$61.1K -670 -11%
Federated Hermes
1498
Federated Hermes
Pennsylvania
$486K +$28.4K +311 +6%
FNT
1499
First National Trust
Pennsylvania
$486K -$3.1K -34 -0.6%
RIG
1500
RiverFront Investment Group
Virginia
$485K +$40.2K +440 +9%
58 59
60
61 62