We are live on ! Find out more
SBUX icon

Starbucks

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
AIM
1726
Advyzon Investment Management
Illinois
$344K +$364K +3,765 New
LPAM
1727
Lodestar Private Asset Management
California
$343K -$7.55K -78 -2%
AA
1728
Alta Advisers
United Kingdom
$343K +$54.2K +560 +18%
RA
1729
Ransom Advisory
Rhode Island
$342K
MAM
1730
MWA Asset Management
Massachusetts
$342K +$7.06K +73 +2%
TSS
1731
Two Sigma Securities
New York
$342K -$2.8M -28,983 -89%
LA
1732
Latitude Advisors
Florida
$341K -$2.23K -23 -0.6%
FFBTD
1733
First Financial Bank - Trust Division
Ohio
$340K -$1.94K -20 -0.5%
OPWM
1734
Oregon Pacific Wealth Management
Oregon
$339K +$360K +3,720 New
DE
1735
Diversified Enterprises
Delaware
$338K +$2.03K +21 +0.6%
SXL
1736
Summit X LLC
Missouri
$338K -$15.6K -161 -4%
DSC
1737
Duncker Streett & Co
Missouri
$337K -$193K -2,000 -35%
IIC
1738
Integrated Investment Consultants
Michigan
$337K
SWA
1739
ShankerValleau Wealth Advisors
Illinois
$336K +$96.7K +1,000 +37%
NWM
1740
Northcape Wealth Management
New York
$335K
GWM
1741
Gibbs Wealth Management
Georgia
$334K +$82.4K +852 +30%
FEM
1742
Fulcrum Equity Management
Texas
$334K -$44.4K -459 -11%
CL
1743
CIM LLC
New York
$333K
SAM
1744
SignalPoint Asset Management
Missouri
$333K -$484 -5 -0.1%
SIC
1745
SFE Investment Counsel
California
$333K -$11.6K -120 -3%
NB
1746
Nicolet Bankshares
Wisconsin
$332K +$22.6K +234 +7%
BW
1747
Bison Wealth
Georgia
$331K -$31.3K -324 -8%
BC
1748
Broadwater Capital
Massachusetts
$329K
FAN
1749
Financial Advisors Network
California
$329K +$349K +3,603 New
JC
1750
JBGlobal.com
New York
$329K +$349K +3,603 New

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.