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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
KIA
1776
Knollwood Investment Advisory
Maryland
$316K -$631K -6,525 -65%
SC
1777
SouthState Corp
Florida
$315K -$4.06K -42 -1%
WG
1778
Wealth Group
North Carolina
$315K +$55.8K +577 +20%
ATC
1779
Adirondack Trust Company
New York
$315K
TFF
1780
The Family Firm
Maryland
$314K +$28.1K +290 +9%
KA
1781
Klingman & Associates
New York
$314K +$16.6K +172 +5%
ALC
1782
Alexander Labrunerie & Co
Missouri
$314K -$48.8K -504 -13%
SRC
1783
Shufro Rose & Co
New York
$313K -$301K -3,109 -52%
TW
1784
TrinityPoint Wealth
Connecticut
$312K +$8.61K +89 +3%
LWM
1785
LongView Wealth Management
Georgia
$312K +$97 +1 +0%
JWA
1786
JFS Wealth Advisors
Pennsylvania
$311K +$13.1K +135 +4%
ACP
1787
Argyle Capital Partners
California
$310K +$329K +3,402 New
PFA
1788
Petra Financial Advisors
Colorado
$310K +$2.9K +30 +0.9%
CA
1789
Carson Advisory
Georgia
$310K +$193 +2 +0.1%
PFSC
1790
Peoples Financial Services Corp
Pennsylvania
$310K
GCA
1791
Gradient Capital Advisors
California
$309K -$9.58K -99 -3%
BWP
1792
Balboa Wealth Partners
Arizona
$309K -$44.8K -463 -12%
TIM
1793
Tikehau Investment Management
France
$308K -$106K -1,098 -25%
AA
1794
Acorns Advisers
California
$308K +$63.8K +659 +24%
RAM
1795
Redmond Asset Management
Virginia
$308K +$326K +3,373 New
ALAM
1796
Asahi Life Asset Management
Japan
$308K +$326K +3,370 New
AWMM
1797
Aegis Wealth Management (Maryland)
Maryland
$307K +$326K +3,365 New
TIA
1798
Tiemann Investment Advisors
California
$307K
TWP
1799
Tyche Wealth Partners
Texas
$307K -$25.5K -264 -7%
BWA
1800
Bestgate Wealth Advisors
Maryland
$306K +$325K +3,357 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.