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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
HCM
1651
Hall Capital Management
Rhode Island
$383K -$26.6K -257 -6%
OIA
1652
Optimum Investment Advisors
Illinois
$383K -$6.72K -65 -2%
FSBI
1653
Fearless Solutions (Best Invest)
Texas
$383K -$30.5K -295 -7%
OWA
1654
Octavia Wealth Advisors
Ohio
$383K -$27.9K -270 -6%
WW
1655
Waterfront Wealth
Kansas
$383K -$207 -2 -0.1%
WQ
1656
Wealth Quarterback
New Jersey
$382K +$827 +8 +0.2%
DC
1657
DeDora Capital
California
$382K -$23.2K -224 -5%
BA
1658
Ballast Advisors
Minnesota
$380K -$14.7K -142 -4%
WH
1659
Willner & Heller
California
$380K +$413 +4 +0.1%
CCA
1660
Cobblestone Capital Advisors
New York
$380K -$263K -2,544 -40%
JWA
1661
JFS Wealth Advisors
Pennsylvania
$379K +$47.8K +462 +14%
EA
1662
Everpar Advisors
Oklahoma
$378K +$930 +9 +0.2%
ZIG
1663
Zullo Investment Group
Pennsylvania
$378K -$8.79K -85 -2%
SPF
1664
South Plains Financial
Texas
$377K -$67.1K -649 -14%
VNA
1665
Valley National Advisers
Pennsylvania
$377K -$47.6K -460 -11%
NAS
1666
Nicolet Advisory Services
Wisconsin
$377K +$161K +1,562 +54%
PFW
1667
Petros Family Wealth
Minnesota
$376K +$4.96K +48 +1%
PA
1668
Promethium Advisors
Maryland
$375K -$1.16M -11,209 -75%
IA
1669
IFG Advisors
Missouri
$375K
HWM
1670
HRC Wealth Management
Idaho
$374K +$620 +6 +0.2%
RSF
1671
Rik Saylor Financial
Ohio
$374K +$724 +7 +0.2%
HIC
1672
Holderness Investments Company
North Carolina
$372K +$207 +2 +0.1%
FA
1673
Fountainhead AM
New Jersey
$372K +$88.3K +854 +29%
AW
1674
Alteri Wealth
California
$372K -$36K -348 -8%
NFC
1675
Northstar Financial Companies
Pennsylvania
$371K -$6.93K -67 -2%

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.