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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
ITIM
1801
Indiana Trust & Investment Management
Indiana
$306K
KFI
1802
Key Financial Inc
Pennsylvania
$305K
CF
1803
Copperwynd Financial
Arizona
$304K -$2.71K -28 -0.8%
C
1804
Certuity
Florida
$303K +$88.2K +912 +38%
APIM
1805
Agate Pass Investment Management
Washington
$303K -$967 -10 -0.3%
RIP
1806
RAM Investment Partners
Washington
$303K +$119K +1,234 +59%
KWM
1807
Kolinsky Wealth Management
New Jersey
$303K -$24.9K -257 -7%
JLBC
1808
J.L. Bainbridge & Co
Florida
$303K +$4.26K +44 +1%
IC
1809
Iconiq Capital
California
$303K +$112K +1,161 +54%
EP
1810
EPIQ Partners
Minnesota
$302K
LIM
1811
Leavell Investment Management
Alabama
$302K -$5.71K -59 -2%
CM
1812
Capula Management
Cayman Islands
$302K +$297K +3,070 +1,290%
VFM
1813
Vision Financial Markets
Connecticut
$302K +$320K +3,308 New
PCM
1814
Park Capital Management
Wisconsin
$302K +$320K +3,307 New
M
1815
MOTCO
Texas
$302K
DLCIG
1816
D.L. Carlson Investment Group
New Hampshire
$301K +$2.13K +22 +0.7%
FBT
1817
First Bank & Trust
South Dakota
$301K -$13.3K -137 -4%
RIP
1818
Reliant Investment Partners
North Carolina
$301K +$319K +3,300 New
TWM
1819
Tanager Wealth Management
United Kingdom
$300K -$21.5K -222 -6%
BCA
1820
Bay Colony Advisors
Massachusetts
$299K -$13.4K -139 -4%
LWM
1821
LJI Wealth Management
Indiana
$299K -$39.1K -404 -11%
CIS
1822
Continental Investors Services
Washington
$298K +$1.84K +19 +0.6%
RPGK
1823
Retirement Planning Group (Kansas)
Kansas
$298K -$5.42K -56 -2%
CH
1824
Cromwell Holdings
Wyoming
$298K
SI
1825
Severin Investments
Missouri
$298K +$315K +3,260 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.