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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 %
BA
1676
Ballast Advisors
Minnesota
$367K -$16.1K -177 -4%
PFA
1677
Pure Financial Advisors
California
$366K +$73.4K +804 +25%
AAM
1678
Aureus Asset Management
Massachusetts
$365K +$31.9K +350 +10%
ACM
1679
Alta Capital Management
Utah
$365K – – –
Aristotle Capital Management
1680
Aristotle Capital Management
California
$365K – – –
SC
1681
Summa Corp
Texas
$365K – – –
BI
1682
Bolthouse Investments
California
$365K +$365K +4,000 New
TC
1683
Trust Company
Kansas
$364K -$107K -1,169 -23%
HWMC
1684
Heritage Wealth Management (California)
California
$364K +$32.4K +355 +10%
BO
1685
Bank OZK
Arkansas
$363K -$21.6K -237 -6%
OIA
1686
Optimum Investment Advisors
Illinois
$362K -$13.7K -150 -4%
DTC
1687
Davidson Trust Company
Washington
$362K -$48.4K -530 -12%
WPC
1688
Waters Parkerson & Co
Louisiana
$362K +$22.8K +250 +7%
ZIG
1689
Zullo Investment Group
Pennsylvania
$360K -$29.4K -322 -8%
GSC
1690
G&S Capital
Colorado
$359K +$4.02K +44 +1%
TFA
1691
Tranquilli Financial Advisor
New Jersey
$359K +$41.2K +451 +13%
VBCG
1692
Valley Brook Capital Group
Pennsylvania
$357K -$34.2K -375 -9%
WW
1693
Waterfront Wealth
Kansas
$356K – – –
EWM
1694
Executive Wealth Management
Michigan
$356K +$43.8K +480 +14%
CAP
1695
Columbia Advisory Partners
Washington
$355K – – –
WQ
1696
Wealth Quarterback
New Jersey
$355K -$607K -6,652 -63%
NFSG
1697
Newbridge Financial Services Group
Florida
$354K +$354K +3,884 New
WH
1698
Willner & Heller
California
$353K +$13.4K +147 +4%
SFG
1699
Shum Financial Group
California
$353K -$12.7K -139 -3%
TWM
1700
Thrive Wealth Management
Pennsylvania
$352K -$34.2K -375 -9%
66 67
68
69 70