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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 %
NSAM
1601
North Star Asset Management
Wisconsin
$407K +$25K +274 +7%
SFS
1602
Symphony Financial Services
Ohio
$406K -$10.8K -118 -3%
A
1603
Allianz
Germany
$406K +$83.5K +920 +26%
LIM
1604
Longfellow Investment Management
Massachusetts
$405K -$340K -3,726 -46%
AF
1605
Aldebaran Financial
$405K -$15.1K -167 -4%
ODG
1606
O'Dell Group
Ohio
$404K -$10.2K -112 -2%
EFG
1607
Everhart Financial Group
Ohio
$403K +$35.6K +390 +10%
MFWM
1608
Motley Fool Wealth Management
Virginia
$403K -$8.07M -88,177 -95%
TWA
1609
TCI Wealth Advisors
Arizona
$403K -$21.1K -231 -5%
NED
1610
Nancy E. Dempze
$402K – – –
WP
1611
Westmount Partners
California
$400K +$365 +4 +0.1%
NQWM
1612
Northwest Quadrant Wealth Management
Oregon
$399K +$16.8K +184 +4%
VCM
1613
Viewpoint Capital Management
Washington
$398K -$913 -10 -0.2%
NCMW
1614
Northern Capital Management (Washington)
Washington
$398K – – –
PWP
1615
Perfromance Wealth Partners
Illinois
$397K -$4.47K -49 -1%
PFP
1616
Paragon Financial Partners
California
$397K -$6.39K -70 -2%
SQA
1617
Simon Quick Advisors
New Jersey
$397K -$33.2K -364 -8%
SPFA
1618
Summit Place Financial Advisors
New Jersey
$396K +$3.19K +35 +0.8%
WFI
1619
West Family Investments
California
$395K -$67.3K -737 -15%
NPF
1620
Norris Perne & French
Michigan
$394K – – –
FWTB
1621
First Western Trust Bank
Colorado
$394K +$6.48K +71 +2%
SFG
1622
Stonebridge Financial Group
Pennsylvania
$393K +$393K +4,301 New
LAM
1623
L2 Asset Management
Massachusetts
$392K -$6.39K -70 -2%
VNA
1624
Valley National Advisers
Pennsylvania
$392K -$188K -2,060 -32%
SMC
1625
Smith, Moore & Co
Missouri
$392K -$16.4K -180 -4%
63 64
65
66 67