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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
WPP
1751
Whalerock Point Partners
Rhode Island
$328K
PJSIMP
1752
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K
CIA
1753
Choate Investment Advisors
Massachusetts
$327K +$17.5K +181 +5%
CAWM
1754
Capital Advisors Wealth Management
Washington
$327K +$74.3K +768 +27%
BIM
1755
Bridges Investment Management
Nebraska
$327K -$9.96K -103 -3%
WCM
1756
Windward Capital Management
California
$327K -$29.3K -303 -8%
WAOI
1757
Wealth Advisors of Iowa
Iowa
$326K -$9.67K -100 -3%
AR
1758
Apeiron RIA
Texas
$325K +$7.93K +82 +2%
AFM
1759
Abbot Financial Management
Massachusetts
$325K -$9.67K -100 -3%
CW
1760
Channel Wealth
California
$325K +$6.19K +64 +2%
SL
1761
Sentry LLC
Tennessee
$324K
CCT
1762
Chemung Canal Trust
New York
$324K -$4.06K -42 -1%
CBT
1763
Crews Bank & Trust
Florida
$323K +$343K +3,541 New
RC
1764
Roundview Capital
New Jersey
$323K -$4.64K -48 -1%
WMWM
1765
Whitaker-Myers Wealth Managers
Ohio
$322K +$342K +3,531 New
VC
1766
Veracity Capital
Georgia
$322K -$17.8K -184 -5%
FLPIM
1767
F.L. Putnam Investment Management
Massachusetts
$321K -$9.67K -100 -3%
CBT
1768
CoreFirst Bank & Trust
Kansas
$320K -$25.9K -268 -7%
6F
1769
626 Financial
Michigan
$320K +$97 +1 +0%
SWA
1770
SOA Wealth Advisors
New York
$319K +$7.45K +77 +2%
LA
1771
LVW Advisors
New York
$319K +$34.9K +361 +12%
MSFS
1772
Main Street Financial Solutions
Pennsylvania
$319K -$135K -1,395 -29%
Walleye Capital
1773
Walleye Capital
New York
$319K -$430K -4,445 -56%
RWI
1774
Red Wave Investments
Pennsylvania
$317K -$4.16K -43 -1%
IIM
1775
Ipswich Investment Management
Massachusetts
$317K

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.