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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
RP
151
Riverbridge Partners
Minnesota
$46.5M -$1.83M -18,930 -4%
BG
152
Bahl & Gaynor
Ohio
$46.5M -$106M -1,093,781 -68%
Los Angeles Capital Management
153
Los Angeles Capital Management
California
$46.3M +$16.8M +173,213 +52%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$46.1M -$549K -5,675 -1%
MCM
155
Moore Capital Management
New York
$46.1M +$48.8M +504,735 New
Treasurer of the State of North Carolina
156
Treasurer of the State of North Carolina
North Carolina
$45.5M +$303K +3,130 +0.6%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$45.4M +$1.46M +15,130 +3%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$44.2M -$2.38M -24,645 -5%
EAM
159
Erste Asset Management
Austria
$43.8M -$7.74M -80,000 -14%
MGCM
160
Mane Global Capital Management
New York
$43.5M +$18.9M +195,154 +69%
Asset Management One
161
Asset Management One
Japan
$43.4M +$3.9M +40,361 +9%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$43.2M +$510K +5,274 +1%
Aberdeen Group
163
Aberdeen Group
United Kingdom
$42.3M -$7.11M -73,494 -14%
SFI
164
Susquehanna Fundamental Investments
Pennsylvania
$41.9M +$44.4M +459,155 New
ZIG
165
Zurich Insurance Group
Switzerland
$41.7M -$81.3M -840,866 -65%
CIBC World Market
166
CIBC World Market
Ontario, Canada
$41.1M -$15.7M -162,317 -26%
MSV
167
MN Services Vermogensbeheer
Netherlands
$40.8M +$735K +7,600 +2%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$40.8M -$1.32M -13,634 -3%
SSA
169
Schonfeld Strategic Advisors
New York
$39M +$25.8M +266,902 +167%
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
$38.6M +$4.05M +41,849 +11%
State of New Jersey Common Pension Fund D
171
State of New Jersey Common Pension Fund D
New Jersey
$38.3M -$19.6K -203 -0%
Brown Advisory
172
Brown Advisory
Maryland
$38.1M -$2M -20,637 -5%
PCI
173
Pacifica Capital Investments
Texas
$37.7M -$420K -4,345 -1%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$37.5M -$1.75M -18,078 -4%
SLAM
175
Swiss Life Asset Management
$37.2M +$14.4M +148,826 +57%

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.