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Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.61%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1726
ShankerValleau Wealth Advisors
Illinois
$336K +$91.3K +1,000 +37%
NWM
1727
Northcape Wealth Management
New York
$335K – – –
FEM
1728
Fulcrum Equity Management
Texas
$334K -$41.9K -459 -11%
CL
1729
CIM LLC
New York
$333K – – –
SAM
1730
SignalPoint Asset Management
Missouri
$333K -$456 -5 -0.1%
SIC
1731
SFE Investment Counsel
California
$333K -$11K -120 -3%
NB
1732
Nicolet Bankshares
Wisconsin
$332K +$21.4K +234 +7%
BW
1733
Bison Wealth
Georgia
$331K -$29.6K -324 -8%
FAN
1734
Financial Advisors Network
California
$329K +$329K +3,603 New
JC
1735
JBGlobal.com
New York
$329K +$329K +3,603 New
WPP
1736
Whalerock Point Partners
Rhode Island
$328K – – –
PJSIMP
1737
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K – – –
CIA
1738
Choate Investment Advisors
Massachusetts
$327K +$16.5K +181 +5%
CAWM
1739
Capital Advisors Wealth Management
Washington
$327K +$70.1K +768 +27%
BIM
1740
Bridges Investment Management
Nebraska
$327K -$9.4K -103 -3%
WCM
1741
Windward Capital Management
California
$327K -$27.6K -303 -8%
WAOI
1742
Wealth Advisors of Iowa
Iowa
$326K -$9.12K -100 -3%
AR
1743
Apeiron RIA
Texas
$325K +$7.48K +82 +2%
AFM
1744
Abbot Financial Management
Massachusetts
$325K -$9.13K -100 -3%
CW
1745
Channel Wealth
California
$325K +$5.84K +64 +2%
SL
1746
Sentry LLC
Tennessee
$324K – – –
CCT
1747
Chemung Canal Trust
New York
$324K -$3.83K -42 -1%
CBT
1748
Crews Bank & Trust
Florida
$323K +$323K +3,541 New
RC
1749
Roundview Capital
New Jersey
$323K -$4.38K -48 -1%
WMWM
1750
Whitaker-Myers Wealth Managers
Ohio
$322K +$322K +3,531 New
68 69
70
71 72