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2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
1551
Nicholas Hoffman & Company
Georgia
$447K +$413 +4 +0.1%
PW
1552
Potentia Wealth
California
$446K
SEP
1553
Southland Equity Partners
Missouri
$446K +$6.82K +66 +1%
AP
1554
Appleton Partners
Massachusetts
$446K -$35.9K -347 -7%
FAFN
1555
First Affirmative Financial Network
Colorado
$446K -$39.6K -383 -8%
FA
1556
Faithward Advisors
Pennsylvania
$445K -$12.9K -125 -3%
WCA
1557
Waratah Capital Advisors
Ontario, Canada
$445K +$469K +4,535 New
SPWG
1558
Sage Private Wealth Group
Illinois
$443K -$20.1K -194 -4%
KA
1559
Klingman & Associates
New York
$442K +$111K +1,070 +31%
PWP
1560
Perfromance Wealth Partners
Illinois
$442K +$16.1K +156 +4%
SWM
1561
Sculati Wealth Management
Michigan
$442K -$41.4K -400 -8%
NSAM
1562
North Star Asset Management
Wisconsin
$442K +$4.13K +40 +0.9%
SM
1563
Sweeney & Michel
California
$442K +$573K +5,540 New
GA
1564
Gordian Advisors
Arizona
$441K
WAM
1565
Warberg Asset Management
Illinois
$441K -$362K -3,500 -44%
CWM
1566
Cornerstone Wealth Management
Missouri
$440K -$106K -1,027 -19%
AWM
1567
Aberdeen Wealth Management
Illinois
$439K +$207 +2 +0%
FWM
1568
Forza Wealth Management
Florida
$439K
DWM
1569
Drive Wealth Management
Utah
$439K -$591K -5,718 -56%
A
1570
Allianz
Germany
$438K
BFA
1571
Beaumont Financial Advisors
Massachusetts
$438K -$21.6K -209 -4%
AF
1572
Aldebaran Financial
$437K -$724 -7 -0.2%
GS
1573
GTS Securities
New York
$436K -$833K -8,062 -64%
AGWCA
1574
Annis Gardner Whiting Capital Advisors
Florida
$434K +$34.7K +336 +8%
BAWM
1575
Bennett Associates Wealth Management
Pennsylvania
$433K -$87.2K -844 -16%

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.