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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 %
DLCIG
1801
D.L. Carlson Investment Group
New Hampshire
$301K +$2.01K +22 +0.7%
FBT
1802
First Bank & Trust
South Dakota
$301K -$12.5K -137 -4%
RIP
1803
Reliant Investment Partners
North Carolina
$301K +$301K +3,300 New
TWM
1804
Tanager Wealth Management
United Kingdom
$300K -$20.3K -222 -6%
BCA
1805
Bay Colony Advisors
Massachusetts
$299K -$12.7K -139 -4%
LWM
1806
LJI Wealth Management
Indiana
$299K -$36.9K -404 -11%
CIS
1807
Continental Investors Services
Washington
$298K +$1.73K +19 +0.6%
RPGK
1808
Retirement Planning Group (Kansas)
Kansas
$298K -$5.11K -56 -2%
CH
1809
Cromwell Holdings
Wyoming
$298K – – –
TF
1810
Tudor Financial
Ohio
$297K -$968K -10,612 -77%
PCP
1811
Panoramic Capital Partners
Oregon
$296K +$296K +3,248 New
SCP
1812
Sivia Capital Partners
California
$296K -$14.9K -163 -5%
RFP
1813
Root Financial Partners
California
$296K -$70.2K -769 -19%
AWM
1814
Angeles Wealth Management
California
$295K +$30.8K +338 +12%
OCG
1815
Opus Capital Group
Ohio
$295K -$244K -2,676 -45%
OFS
1816
OneAscent Financial Services
Alabama
$294K +$294K +3,223 New
KA
1817
KLCM Advisors
Wisconsin
$294K +$294K +3,218 New
DOA
1818
D'Orazio & Associates
Virginia
$294K +$1.1K +12 +0.4%
GCM
1819
Gables Capital Management
Florida
$293K – – –
RTC
1820
Riverview Trust Company
Washington
$292K – – –
AFA
1821
American Financial Advisors
Georgia
$292K -$9.95K -109 -3%
SGK
1822
Steigerwald Gordon & Koch
Virginia
$292K +$3.83K +42 +1%
WH
1823
Wallace Hart
Kentucky
$291K +$47.5K +520 +19%
BHBT
1824
Burke & Herbert Bank & Trust
Virginia
$290K – – –
KCM
1825
KRS Capital Management
Michigan
$290K -$16K -175 -5%
71 72
73
74 75