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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
PP
1676
Pacifica Partners
Canada
$374K -$1.26K -13 -0.3%
AGWCA
1677
Annis Gardner Whiting Capital Advisors
Florida
$373K +$4.55K +47 +1%
JSL
1678
JT Stratford LLC
Georgia
$371K -$22K -227 -5%
JMFC
1679
J.M. Forbes & Co
Massachusetts
$370K
CCM
1680
CAAS Capital Management
New York
$370K +$392K +4,050 New
FRA
1681
Front Row Advisors
California
$369K -$677 -7 -0.2%
AF
1682
Apexium Financial
Texas
$369K -$1.84K -19 -0.5%
MAM
1683
Milestone Asset Management
Pennsylvania
$369K -$37.8K -391 -9%
TC
1684
TwinBeech Capital
New York
$368K +$390K +4,035 New
FAT
1685
First American Trust
California
$368K +$11.5K +119 +3%
RA
1686
Rockingstone Advisors
Massachusetts
$368K -$96.1K -993 -20%
S
1687
Sachetta
Massachusetts
$367K -$30.1K -311 -7%
BA
1688
Ballast Advisors
Minnesota
$367K -$17.1K -177 -4%
PFA
1689
Pure Financial Advisors
California
$366K +$77.8K +804 +25%
AAM
1690
Aureus Asset Management
Massachusetts
$365K +$33.9K +350 +10%
ACM
1691
Alta Capital Management
Utah
$365K
Aristotle Capital Management
1692
Aristotle Capital Management
California
$365K
SC
1693
Summa Corp
Texas
$365K
BI
1694
Bolthouse Investments
California
$365K +$387K +4,000 New
TC
1695
Trust Company
Kansas
$364K -$113K -1,169 -23%
HWMC
1696
Heritage Wealth Management (California)
California
$364K +$34.3K +355 +10%
BO
1697
Bank OZK
Arkansas
$363K -$22.9K -237 -6%
OIA
1698
Optimum Investment Advisors
Illinois
$362K -$14.5K -150 -4%
DTC
1699
Davidson Trust Company
Washington
$362K -$51.3K -530 -12%
WPC
1700
Waters Parkerson & Co
Louisiana
$362K +$24.2K +250 +7%

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.