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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
SHF
1526
Safe Harbor Fiduciary
Florida
$466K -$38.3K -396 -7%
SEA
1527
Stegent Equity Advisors
Texas
$465K +$24.8K +256 +5%
PMSA
1528
Patrick M. Sweeney & Associates
Illinois
$464K +$5.32K +55 +1%
MCCP
1529
Mission Creek Capital Partners
California
$464K -$52.5K -543 -10%
IIM
1530
InTrack Investment Management
Vermont
$463K -$126K -1,300 -21%
MC
1531
Matisse Capital
Oregon
$462K
4WM
1532
49 Wealth Management
Texas
$461K -$45.8K -473 -9%
AFP
1533
Ausdal Financial Partners
Iowa
$461K +$238K +2,458 +95%
XF
1534
XML Financial
Maryland
$459K -$175K -1,807 -26%
CFA
1535
CWS Financial Advisors
Michigan
$458K +$35.5K +367 +8%
TNA
1536
True North Advisors
Texas
$457K -$43.9K -454 -8%
RDWM
1537
Red Door Wealth Management
Tennessee
$455K +$11.4K +118 +2%
QI
1538
Qtron Investments
Massachusetts
$455K
SCM
1539
Stordahl Capital Management
Colorado
$455K
PP
1540
Patten & Patten
Tennessee
$453K +$39.1K +404 +9%
YIA
1541
YHB Investment Advisors
Connecticut
$453K -$43K -444 -8%
EWM
1542
Elmwood Wealth Management
California
$453K -$12.1K -125 -2%
VWM
1543
Venturi Wealth Management
Texas
$452K +$220K +2,273 +85%
RW
1544
Rede Wealth
Virginia
$452K -$38.5K -398 -7%
PF
1545
Parker Financial
Washington
$451K -$68.6K -709 -13%
BCM
1546
Bourgeon Capital Management
Connecticut
$450K
FAFN
1547
First Affirmative Financial Network
Colorado
$449K -$75.1K -776 -14%
SC
1548
Slow Capital
California
$448K -$43.1K -445 -8%
FFP
1549
FourThought Financial Partners
Florida
$448K +$474K +4,904 New
SWM
1550
Sculati Wealth Management
Michigan
$447K -$81.3K -840 -15%

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.