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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
SJIM
1551
St. Johns Investment Management
Florida
$447K +$19.3K +199 +4%
AP
1552
Appleton Partners
Massachusetts
$447K -$4.64K -48 -1%
FCAS
1553
First Command Advisory Services
Texas
$447K -$17.6K -182 -4%
QL
1554
Quarry LP
New York
$446K +$286K +2,954 +153%
DWM
1555
Destination Wealth Management
California
$446K +$243K +2,516 +106%
LCS
1556
Levin Capital Strategies
New York
$445K
FCG
1557
Fielder Capital Group
Tennessee
$445K +$193 +2 +0%
FMP
1558
Financial Management Professionals
Texas
$444K +$396K +4,096 +530%
FNT
1559
First Nebraska Trust
Nebraska
$444K
PPWP
1560
Premier Path Wealth Partners
New Jersey
$443K +$54.2K +560 +13%
USCWA
1561
U.S. Capital Wealth Advisors
Texas
$442K +$9.77K +101 +2%
RZH
1562
Relyea Zuckerberg Hanson
Connecticut
$441K -$38.6K -399 -8%
FWA
1563
FSM Wealth Advisors
Ohio
$440K +$13.3K +137 +3%
SFS
1564
Stiles Financial Services
Minnesota
$440K -$99.2K -1,025 -18%
BOPW
1565
Brandywine Oak Private Wealth
Pennsylvania
$438K +$290 +3 +0.1%
NC
1566
Napatree Capital
Rhode Island
$437K +$52.8K +546 +13%
MIC
1567
Meridian Investment Counsel
California
$436K -$17.8K -184 -4%
XWM
1568
Xcel Wealth Management
Florida
$435K
BEC
1569
Blue Edge Capital
Virginia
$432K
EFA
1570
Evernest Financial Advisors
Indiana
$432K -$15.7K -162 -3%
LC
1571
Lavaca Capital
Texas
$431K
SPWG
1572
Sage Private Wealth Group
Illinois
$430K -$23.9K -247 -5%
BOSSRA
1573
B.O.S.S. Retirement Advisors
Utah
$429K +$455K +4,705 New
WEG
1574
World Equity Group
Illinois
$429K +$233K +2,413 +106%
AW
1575
Alaethes Wealth
Nevada
$427K +$97 +1 +0%

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.