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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 %
CFA
1526
CWS Financial Advisors
Michigan
$458K +$33.5K +367 +8%
TNA
1527
True North Advisors
Texas
$457K -$41.4K -454 -8%
RDWM
1528
Red Door Wealth Management
Tennessee
$455K +$10.8K +118 +2%
QI
1529
Qtron Investments
Massachusetts
$455K – – –
SCM
1530
Stordahl Capital Management
Colorado
$455K – – –
PP
1531
Patten & Patten
Tennessee
$453K +$36.9K +404 +9%
YIA
1532
YHB Investment Advisors
Connecticut
$453K -$40.5K -444 -8%
EWM
1533
Elmwood Wealth Management
California
$453K -$11.4K -125 -2%
VWM
1534
Venturi Wealth Management
Texas
$452K +$207K +2,273 +85%
RW
1535
Rede Wealth
Virginia
$452K -$36.3K -398 -7%
PF
1536
Parker Financial
Washington
$451K -$64.7K -709 -13%
BCM
1537
Bourgeon Capital Management
Connecticut
$450K – – –
FAFN
1538
First Affirmative Financial Network
Colorado
$449K -$70.8K -776 -14%
SC
1539
Slow Capital
California
$448K -$40.6K -445 -8%
FFP
1540
FourThought Financial Partners
Florida
$448K +$448K +4,904 New
SWM
1541
Sculati Wealth Management
Michigan
$447K -$76.7K -840 -15%
SJIM
1542
St. Johns Investment Management
Florida
$447K +$18.2K +199 +4%
AP
1543
Appleton Partners
Massachusetts
$447K -$4.38K -48 -1%
FCAS
1544
First Command Advisory Services
Texas
$447K -$16.6K -182 -4%
QL
1545
Quarry LP
New York
$446K +$270K +2,954 +153%
DWM
1546
Destination Wealth Management
California
$446K +$230K +2,516 +106%
LCS
1547
Levin Capital Strategies
New York
$445K – – –
FCG
1548
Fielder Capital Group
Tennessee
$445K +$183 +2 +0%
FMP
1549
Financial Management Professionals
Texas
$444K +$374K +4,096 +530%
PPWP
1550
Premier Path Wealth Partners
New Jersey
$443K +$51.1K +560 +13%
60 61
62
63 64