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2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
CMA
1801
Cedar Mountain Advisors
Oregon
$312K +$11.4K +110 +4%
DLCIG
1802
D.L. Carlson Investment Group
New Hampshire
$312K -$13.2K -128 -4%
LWM
1803
LJI Wealth Management
Indiana
$311K -$10.3K -100 -3%
WDG
1804
Wealth Dimensions Group
Ohio
$311K +$44.5K +430 +16%
SIC
1805
SFE Investment Counsel
California
$311K -$49.1K -475 -13%
BCA
1806
Bay Colony Advisors
Massachusetts
$311K -$9.92K -96 -3%
TC
1807
Tacita Capital
Ontario, Canada
$311K
EAM
1808
Evanson Asset Management
California
$310K +$207 +2 +0.1%
ILI
1809
Invesco LLC (Illinois)
Illinois
$309K -$611K -5,908 -65%
SAM
1810
Sherman Asset Management
California
$308K -$827 -8 -0.3%
CCM
1811
Cloud Capital Management
Washington
$308K +$326K +3,151 New
PSIWM
1812
Paradigm Strategies in Wealth Management
Minnesota
$308K
AF
1813
Advisornet Financial
Minnesota
$307K +$6.62K +64 +2%
TWM
1814
Tanager Wealth Management
United Kingdom
$305K -$18.8K -182 -6%
KTM
1815
Keeler Thomas Management
Utah
$305K -$248K -2,400 -44%
SGK
1816
Steigerwald Gordon & Koch
Virginia
$304K -$9.61K -93 -3%
LCM
1817
LCM Capital Management
Illinois
$303K +$7.96K +77 +3%
VC
1818
Veracity Capital
Georgia
$303K -$46K -445 -13%
NRC
1819
New Republic Capital
North Carolina
$302K -$413 -4 -0.1%
TWP
1820
Tyche Wealth Partners
Texas
$302K -$28.9K -280 -8%
FCM
1821
Fourpath Capital Management
Oklahoma
$302K -$6.82K -66 -2%
SB
1822
Strategic Blueprint
Georgia
$302K +$19.1K +185 +6%
KCFA
1823
Key Client Fiduciary Advisors
New Jersey
$301K +$11.9K +115 +4%
WMA
1824
West Michigan Advisors
Michigan
$301K +$16.4K +159 +5%
FHA
1825
Flagship Harbor Advisors
Massachusetts
$300K -$268K -2,593 -46%

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.