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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
PWP
1626
Perfromance Wealth Partners
Illinois
$397K -$4.74K -49 -1%
PFP
1627
Paragon Financial Partners
California
$397K -$6.77K -70 -2%
SQA
1628
Simon Quick Advisors
New Jersey
$397K -$35.2K -364 -8%
SPFA
1629
Summit Place Financial Advisors
New Jersey
$396K +$3.39K +35 +0.8%
WFI
1630
West Family Investments
California
$395K -$71.3K -737 -15%
NPF
1631
Norris Perne & French
Michigan
$394K
FWTB
1632
First Western Trust Bank
Colorado
$394K +$6.87K +71 +2%
SFGP
1633
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$393K +$416K +4,301 New
LAM
1634
L2 Asset Management
Massachusetts
$392K -$6.77K -70 -2%
VNA
1635
Valley National Advisers
Pennsylvania
$392K -$199K -2,060 -32%
SMC
1636
Smith, Moore & Co
Missouri
$392K -$17.4K -180 -4%
ZAM
1637
Zevin Asset Management
Massachusetts
$390K -$5.8K -60 -1%
YIH
1638
Y-Intercept (HK)
Hong Kong
$389K +$413K +4,267 New
PFWA
1639
Paces Ferry Wealth Advisors
Georgia
$389K -$32.1K -332 -7%
LWM
1640
Lakeridge Wealth Management
Ohio
$388K +$3K +31 +0.7%
RLH
1641
RD Lewis Holdings
Florida
$388K +$334K +3,455 New
PSF
1642
Pacific Sun Financial
California
$387K -$4.84K -50 -1%
PCI
1643
Planning Center Inc
Illinois
$387K -$24.1K -249 -6%
KCIC
1644
Kuhn & Co Investment Counsel
Illinois
$387K +$9.29K +96 +2%
CFGS
1645
Concourse Financial Group Securities
Alabama
$386K -$38.8K -401 -9%
MWM
1646
Marion Wealth Management
Pennsylvania
$386K -$5.42K -56 -1%
WW
1647
Westshore Wealth
California
$385K +$2.61K +27 +0.6%
GPI
1648
General Partner Inc
Pennsylvania
$385K
SIC
1649
Salem Investment Counselors
North Carolina
$384K -$44.3K -458 -10%
BWM
1650
Baron Wealth Management
Michigan
$383K +$1.26K +13 +0.3%

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.