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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
SC
1601
Summa Corp
Texas
$412K +$20.7K +200 +5%
GIM
1602
Generali Investments Management
Slovenia
$411K +$227K +2,200 +111%
PFWA
1603
Paces Ferry Wealth Advisors
Georgia
$410K -$8.37K -81 -2%
JHCP
1604
Jackson Hole Capital Partners
Oklahoma
$409K
CFO
1605
CVA Family Office
Colorado
$408K -$1.24K -12 -0.3%
PIM
1606
Profit Investment Management
Maryland
$407K
FAT
1607
First American Trust
California
$406K +$11.4K +110 +3%
MAM
1608
Milestone Asset Management
Pennsylvania
$406K +$10.4K +101 +3%
DWA
1609
Delap Wealth Advisory
Oregon
$405K
KA
1610
KDT Advisors
New York
$405K +$930 +9 +0.2%
NCMW
1611
Northern Capital Management (Washington)
Washington
$405K -$24K -232 -5%
TWM
1612
Thrive Wealth Management
Pennsylvania
$405K +$27.3K +264 +7%
WP
1613
Westmount Partners
California
$404K -$28.3K -274 -6%
IC
1614
Iconiq Capital
California
$403K +$82.3K +796 +24%
WW
1615
Westshore Wealth
California
$403K -$11.6K -112 -3%
SIM
1616
Stratos Investment Management
Ohio
$403K -$52.7K -510 -11%
WP
1617
WealthShield Partners
North Carolina
$403K +$107K +1,039 +34%
SFS
1618
Symphony Financial Services
Ohio
$402K -$36.3K -351 -8%
EWA
1619
EverSource Wealth Advisors
Alabama
$402K -$839K -8,115 -66%
OWP
1620
Obermeyer Wealth Partners
Colorado
$402K -$2.17K -21 -0.5%
LWM
1621
Liberty Wealth Management
California
$400K -$5.27K -51 -1%
VCM
1622
Versant Capital Management
Arizona
$398K +$175K +1,691 +71%
SWM
1623
SilverOak Wealth Management
Minnesota
$398K +$419K +4,057 New
IP
1624
Investment Partners
Ohio
$398K -$10K -97 -2%
SMC
1625
Smith, Moore & Co
Missouri
$397K -$25.4K -246 -6%

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.