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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
FSBI
1651
Fearless Solutions (Best Invest)
Texas
$383K +$406K +4,198 New
LSPW
1652
Lake Street Private Wealth
Illinois
$383K -$4.84K -50 -1%
CFO
1653
CVA Family Office
Colorado
$381K +$11K +114 +3%
IWA
1654
IVC Wealth Advisors
Pennsylvania
$381K -$79K -817 -16%
JHCP
1655
Jackson Hole Capital Partners
Oklahoma
$381K -$1.65K -17 -0.4%
OWA
1656
Octavia Wealth Advisors
Ohio
$380K +$9.19K +95 +2%
BAM
1657
Broyhill Asset Management
North Carolina
$380K +$403K +4,168 New
HCMG
1658
Howard Capital Management Group
California
$380K -$19.3K -200 -5%
HCM
1659
Hall Capital Management
Rhode Island
$380K +$403K +4,166 New
WHG
1660
Westwood Holdings Group
Texas
$380K +$403K +4,162 New
HCWM
1661
Hidden Cove Wealth Management
Washington
$380K +$402K +4,160 New
PIM
1662
Profit Investment Management
Maryland
$379K
IP
1663
Investment Partners
Ohio
$379K +$23.2K +240 +6%
CVA
1664
Central Valley Advisors
California
$378K
AW
1665
Alteri Wealth
California
$378K +$400K +4,138 New
DWA
1666
Delap Wealth Advisory
Oregon
$377K
LWM
1667
Liberty Wealth Management
California
$377K +$11K +114 +3%
KA
1668
KDT Advisors
New York
$376K +$399K +4,124 New
CGH
1669
CMG Global Holdings
Texas
$376K
DWM
1670
Diversify Wealth Management
Utah
$376K +$110K +1,139 +39%
DC
1671
DeDora Capital
California
$376K -$3.97K -41 -1%
HPM
1672
Hudson Portfolio Management
New York
$376K -$48.9K -505 -11%
OWP
1673
Obermeyer Wealth Partners
Colorado
$376K -$12.9K -133 -3%
PCS
1674
Personal CFO Solutions
New Jersey
$374K -$1.65K -17 -0.4%
LCM
1675
Landscape Capital Management
New Jersey
$374K +$397K +4,102 New

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.