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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
DWM
1601
Dechtman Wealth Management
Colorado
$410K +$2.61K +27 +0.6%
SEP
1602
Southland Equity Partners
Missouri
$409K +$1.65K +17 +0.4%
MKA
1603
M. Kulyk & Associates
Georgia
$409K +$2.03K +21 +0.5%
FWM
1604
Forza Wealth Management
Florida
$409K
AWM
1605
Aberdeen Wealth Management
Illinois
$409K +$290 +3 +0.1%
LJAC
1606
L.J. Altfest & Co
New York
$408K +$1.26K +13 +0.3%
PWA
1607
Prairie Wealth Advisors
Nebraska
$408K -$12.1K -125 -3%
SOS
1608
Silver Oak Securities
Tennessee
$408K +$154K +1,594 +55%
HAM
1609
Hickory Asset Management
Ohio
$408K +$433K +4,475 New
SAI
1610
Savvy Advisors Inc
New York
$408K -$17.5K -181 -4%
QWM
1611
Quadcap Wealth Management
Texas
$407K -$19K -196 -4%
NSAM
1612
North Star Asset Management
Wisconsin
$407K +$26.5K +274 +7%
SFS
1613
Symphony Financial Services
Ohio
$406K -$11.4K -118 -3%
A
1614
Allianz
Germany
$406K +$89K +920 +26%
LIM
1615
Longfellow Investment Management
Massachusetts
$405K -$360K -3,726 -46%
AF
1616
Aldebaran Financial
$405K -$16.2K -167 -4%
ODG
1617
O'Dell Group
Ohio
$404K -$10.8K -112 -2%
EFG
1618
Everhart Financial Group
Ohio
$403K +$37.7K +390 +10%
MFWM
1619
Motley Fool Wealth Management
Virginia
$403K -$8.53M -88,177 -95%
TWA
1620
TCI Wealth Advisors
Arizona
$403K -$22.3K -231 -5%
NED
1621
Nancy E. Dempze
$402K
WP
1622
Westmount Partners
California
$400K +$387 +4 +0.1%
NQWM
1623
Northwest Quadrant Wealth Management
Oregon
$399K +$17.8K +184 +4%
VCM
1624
Viewpoint Capital Management
Washington
$398K -$967 -10 -0.2%
NCMW
1625
Northern Capital Management (Washington)
Washington
$398K

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.