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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
ZIG
1701
Zullo Investment Group
Pennsylvania
$360K -$31.2K -322 -8%
GSC
1702
G&S Capital
Colorado
$359K +$4.26K +44 +1%
TFA
1703
Tranquilli Financial Advisor
New Jersey
$359K +$43.6K +451 +13%
VBCG
1704
Valley Brook Capital Group
Pennsylvania
$357K -$36.3K -375 -9%
WW
1705
Waterfront Wealth
Kansas
$356K
EWM
1706
Executive Wealth Management
Michigan
$356K +$46.4K +480 +14%
CAP
1707
Columbia Advisory Partners
Washington
$355K
WQ
1708
Wealth Quarterback
New Jersey
$355K -$644K -6,652 -63%
NFSG
1709
Newbridge Financial Services Group
Florida
$354K +$376K +3,884 New
WH
1710
Willner & Heller
California
$353K +$14.2K +147 +4%
SFG
1711
Shum Financial Group
California
$353K -$13.4K -139 -3%
TWM
1712
Thrive Wealth Management
Pennsylvania
$352K -$36.3K -375 -9%
NFC
1713
Northstar Financial Companies
Pennsylvania
$351K +$373K +3,852 New
EA
1714
Everpar Advisors
Oklahoma
$351K -$113K -1,165 -23%
SIM
1715
Studio Investment Management
Illinois
$351K -$733K -7,573 -66%
CHA
1716
Cooper/Haims Advisors
New York
$350K +$19.3K +200 +6%
CA
1717
Cornerstone Advisory
Maryland
$349K -$59.2K -612 -16%
IA
1718
IFG Advisors
Missouri
$349K +$1.94K +20 +0.5%
CWS
1719
Confluence Wealth Services
Pennsylvania
$348K +$80K +827 +30%
HWM
1720
HRC Wealth Management
Idaho
$348K +$141K +1,457 +62%
RSF
1721
Rik Saylor Financial
Ohio
$347K +$368K +3,802 New
HIC
1722
Holderness Investments Company
North Carolina
$346K +$18.7K +193 +5%
OC
1723
Oakworth Capital
Alabama
$346K -$52K -538 -12%
PFW
1724
Petros Family Wealth
Minnesota
$345K +$366K +3,785 New
PWM
1725
Palumbo Wealth Management
New York
$344K +$3.1K +32 +0.9%

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.