SBUX icon

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 %
ICP
1501
Impact Capital Partners
Colorado
$485K +$485K +5,318 New
TWM
1502
Tolleson Wealth Management
Texas
$483K +$188K +2,059 +64%
CFP
1503
Catalyst Financial Partners
Massachusetts
$483K -$23.2K -254 -5%
BOH
1504
Bank of Hawaii
Hawaii
$482K -$46.1K -505 -9%
CWM
1505
Connecticut Wealth Management
Connecticut
$481K +$15.1K +165 +3%
CAL
1506
Capital Advisors Ltd
Ohio
$480K +$1.37K +15 +0.3%
BAWM
1507
Bennett Associates Wealth Management
Pennsylvania
$480K -$64.4K -706 -12%
ST
1508
Spinnaker Trust
Maine
$479K -$18.4K -202 -4%
FHC
1509
First Heartland Consultants
Missouri
$478K +$730 +8 +0.2%
LCGC
1510
Legacy Capital Group California
California
$477K +$31.9K +350 +7%
PWP
1511
Phillips Wealth Planners
Mississippi
$476K +$160K +1,739 +51%
SMH
1512
Sanders Morris Harris
Texas
$475K – – –
AWAP
1513
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$473K -$65.5K -718 -12%
HCM
1514
Hengehold Capital Management
Ohio
$468K -$3.56K -39 -0.8%
CPRC
1515
Consolidated Portfolio Review Corp
New York
$467K -$1.28K -14 -0.3%
PSP
1516
Principal Street Partners
Tennessee
$467K -$64.1K -702 -12%
SHF
1517
Safe Harbor Fiduciary
Florida
$466K -$36.1K -396 -7%
SEA
1518
Stegent Equity Advisors
Texas
$465K +$23.4K +256 +5%
PMSA
1519
Patrick M. Sweeney & Associates
Illinois
$464K +$5.02K +55 +1%
MCCP
1520
Mission Creek Capital Partners
California
$464K -$49.6K -543 -10%
IIM
1521
InTrack Investment Management
Vermont
$463K -$121K -1,300 -21%
MC
1522
Matisse Capital
Oregon
$462K – – –
4WM
1523
49 Wealth Management
Texas
$461K -$43.2K -473 -9%
AFP
1524
Ausdal Financial Partners
Iowa
$461K +$224K +2,458 +95%
XF
1525
XML Financial
Maryland
$459K -$165K -1,807 -26%
59 60
61
62 63