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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
MCM
1476
Mendel Capital Management
Arkansas
$522K +$9.77K +101 +2%
AB
1477
Atlas Brown
Kentucky
$517K +$20.9K +216 +4%
FHA
1478
Flagship Harbor Advisors
Massachusetts
$516K +$210K +2,167 +62%
BIG
1479
Brooklyn Investment Group
New York
$516K +$29.4K +304 +6%
JCFM
1480
JBR Co Financial Management
Oklahoma
$515K -$10.2K -105 -2%
BEAM
1481
Baker Ellis Asset Management
Washington
$513K -$6.29K -65 -1%
HIMC
1482
Heritage Investors Management Corp
Maryland
$512K -$33.9K -350 -6%
IP
1483
Ignite Planners
California
$512K +$484 +5 +0.1%
CSI
1484
Clark & Stuart Inc
Maine
$507K +$538K +5,558 New
SPL
1485
Smart Portfolios LLC
Washington
$507K -$3.39K -35 -0.6%
SEIA
1486
Signature Estate & Investment Advisors
California
$507K +$59.9K +619 +13%
HCP
1487
Holt Capital Partners
Texas
$506K +$17.4K +180 +3%
KAM
1488
Knightsbridge Asset Management
California
$506K +$484 +5 +0.1%
GWS
1489
Greykasell Wealth Strategies
California
$505K +$535K +5,534 New
CWM
1490
Cornerstone Wealth Management
Missouri
$503K -$15.3K -158 -3%
KTM
1491
Keeler Thomas Management
Utah
$503K -$44.3K -458 -8%
BWG
1492
Beta Wealth Group
California
$502K +$290 +3 +0.1%
GCP
1493
Gill Capital Partners
Colorado
$502K +$43.7K +452 +9%
RPCONE
1494
Retirement Planning Company of New England
Rhode Island
$501K -$6.97K -72 -1%
AMCA
1495
Arthur M. Cohen & Associates
Illinois
$500K
PWP
1496
Private Wealth Partners
California
$500K -$162K -1,675 -23%
MP
1497
McDonald Partners
Ohio
$499K -$36.3K -375 -6%
CWG
1498
Cornerstone Wealth Group
North Carolina
$499K -$35.7K -369 -6%
ST
1499
Somerset Trust
Pennsylvania
$498K +$51.2K +529 +11%
ACM
1500
Argent Capital Management
Missouri
$498K

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.