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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
SIC
1676
Samalin Investment Counsel
New York
$371K -$429K -4,149 -52%
IWA
1677
IVC Wealth Advisors
Pennsylvania
$367K -$45.3K -438 -10%
IIC
1678
Integrated Investment Consultants
Michigan
$366K +$4.55K +44 +1%
MWM
1679
Marion Wealth Management
Pennsylvania
$366K -$51K -493 -12%
TFA
1680
Tranquilli Financial Advisor
New Jersey
$366K -$21K -203 -5%
CIA
1681
Choate Investment Advisors
Massachusetts
$366K +$14.5K +140 +4%
MAM
1682
MWA Asset Management
Massachusetts
$365K -$2.58K -25 -0.7%
BOSSRA
1683
B.O.S.S. Retirement Advisors
Utah
$365K -$102K -988 -21%
CG
1684
CFO4Life Group
Texas
$364K +$64.1K +620 +20%
ZAM
1685
Zevin Asset Management
Massachusetts
$364K -$57.9K -560 -13%
FFC
1686
First Financial Corp
Indiana
$363K -$675K -6,526 -64%
DSC
1687
Duncker Streett & Co
Missouri
$363K
HDIM
1688
Hanson & Doremus Investment Management
Vermont
$361K +$162K +1,570 +74%
SWA
1689
ShankerValleau Wealth Advisors
Illinois
$361K
TFF
1690
The Family Firm
Maryland
$361K +$24K +232 +7%
LF
1691
Lantz Financial
Illinois
$360K +$82K +793 +28%
AA
1692
Acorns Advisers
California
$360K +$30K +290 +9%
NWM
1693
Northcape Wealth Management
New York
$360K
MS
1694
Maven Securities
Jersey
$360K +$379K +3,665 New
FEM
1695
Fulcrum Equity Management
Texas
$359K
BAM
1696
Broyhill Asset Management
North Carolina
$358K -$54.1K -523 -13%
SFG
1697
Shum Financial Group
California
$357K -$23.1K -223 -6%
NB
1698
Nicolet Bankshares
Wisconsin
$357K
CHA
1699
Cooper/Haims Advisors
New York
$357K -$20.2K -195 -5%
Connor, Clark & Lunn Investment Management (CC&L)
1700
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$357K +$376K +3,639 New

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.