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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 %
ZAM
1626
Zevin Asset Management
Massachusetts
$390K -$5.48K -60 -1%
YIH
1627
Y-Intercept (HK)
Hong Kong
$389K +$389K +4,267 New
PFWA
1628
Paces Ferry Wealth Advisors
Georgia
$389K -$30.3K -332 -7%
LWM
1629
Lakeridge Wealth Management
Ohio
$388K +$2.83K +31 +0.7%
RLH
1630
RD Lewis Holdings
Florida
$388K +$388K +3,455 New
PSF
1631
Pacific Sun Financial
California
$387K -$4.56K -50 -1%
PCI
1632
Planning Center Inc
Illinois
$387K -$22.7K -249 -6%
KCIC
1633
Kuhn & Co Investment Counsel
Illinois
$387K +$8.76K +96 +2%
CFGS
1634
Concourse Financial Group Securities
Alabama
$386K -$39.2K -401 -9%
MWM
1635
Marion Wealth Management
Pennsylvania
$386K -$5.11K -56 -1%
WW
1636
Westshore Wealth
California
$385K +$2.46K +27 +0.6%
GPI
1637
General Partner Inc
Pennsylvania
$385K – – –
SIC
1638
Salem Investment Counselors
North Carolina
$384K -$41.8K -458 -10%
BWM
1639
Baron Wealth Management
Michigan
$383K +$1.19K +13 +0.3%
LSPW
1640
Lake Street Private Wealth
Illinois
$383K -$4.56K -50 -1%
CFO
1641
CVA Family Office
Colorado
$381K +$10.4K +114 +3%
IWA
1642
IVC Wealth Advisors
Pennsylvania
$381K -$74.5K -817 -16%
JHCP
1643
Jackson Hole Capital Partners
Oklahoma
$381K -$1.55K -17 -0.4%
OWA
1644
Octavia Wealth Advisors
Ohio
$380K +$8.67K +95 +2%
BAM
1645
Broyhill Asset Management
North Carolina
$380K +$380K +4,168 New
HCMG
1646
Howard Capital Management Group
California
$380K -$18.3K -200 -5%
HCM
1647
Hall Capital Management
Rhode Island
$380K +$380K +4,166 New
WHG
1648
Westwood Holdings Group
Texas
$380K +$380K +4,162 New
HCWM
1649
Hidden Cove Wealth Management
Washington
$380K +$380K +4,160 New
PIM
1650
Profit Investment Management
Maryland
$379K – – –
64 65
66
67 68