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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 %
IP
1651
Investment Partners
Ohio
$379K +$21.9K +240 +6%
CVA
1652
Central Valley Advisors
California
$378K – – –
AW
1653
Alteri Wealth
California
$378K +$378K +4,138 New
DWA
1654
Delap Wealth Advisory
Oregon
$377K – – –
LWM
1655
Liberty Wealth Management
California
$377K +$10.4K +114 +3%
KA
1656
KDT Advisors
New York
$376K +$376K +4,124 New
CGH
1657
CMG Global Holdings
Texas
$376K – – –
DWM
1658
Diversify Wealth Management
Utah
$376K +$105K +1,139 +39%
DC
1659
DeDora Capital
California
$376K -$3.74K -41 -1%
HPM
1660
Hudson Portfolio Management
New York
$376K -$46.1K -505 -11%
OWP
1661
Obermeyer Wealth Partners
Colorado
$376K -$12.1K -133 -3%
PCS
1662
Personal CFO Solutions
New Jersey
$374K -$1.55K -17 -0.4%
LCM
1663
Landscape Capital Management
New Jersey
$374K +$374K +4,102 New
PP
1664
Pacifica Partners
Canada
$374K -$1.2K -13 -0.3%
AGWCA
1665
Annis Gardner Whiting Capital Advisors
Florida
$373K +$4.29K +47 +1%
JSL
1666
JT Stratford LLC
Georgia
$371K -$20.7K -227 -5%
JMFC
1667
J.M. Forbes & Co
Massachusetts
$370K – – –
CCM
1668
CAAS Capital Management
New York
$370K +$370K +4,050 New
FRA
1669
Front Row Advisors
California
$369K -$639 -7 -0.2%
AF
1670
Apexium Financial
Texas
$369K -$1.73K -19 -0.5%
MAM
1671
Milestone Asset Management
Pennsylvania
$369K -$35.7K -391 -9%
TC
1672
TwinBeech Capital
New York
$368K +$368K +4,035 New
FAT
1673
First American Trust
California
$368K +$10.9K +119 +3%
RA
1674
Rockingstone Advisors
Massachusetts
$368K -$90.6K -993 -20%
S
1675
Sachetta
Massachusetts
$367K -$28.4K -311 -7%
65 66
67
68 69