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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
TF
1826
Tudor Financial
Ohio
$297K -$1.03M -10,612 -77%
PCP
1827
Panoramic Capital Partners
Oregon
$296K +$314K +3,248 New
SCP
1828
Sivia Capital Partners
California
$296K -$15.8K -163 -5%
RFP
1829
Root Financial Partners
California
$296K -$74.4K -769 -19%
AWM
1830
Angeles Wealth Management
California
$295K +$32.7K +338 +12%
OCG
1831
Opus Capital Group
Ohio
$295K -$259K -2,676 -45%
OFS
1832
OneAscent Financial Services
Alabama
$294K +$312K +3,223 New
KA
1833
KLCM Advisors
Wisconsin
$294K +$311K +3,218 New
DOA
1834
D'Orazio & Associates
Virginia
$294K +$1.16K +12 +0.4%
GCM
1835
Gables Capital Management
Florida
$293K
RTC
1836
Riverview Trust Company
Washington
$292K
AFA
1837
American Financial Advisors
Georgia
$292K -$10.5K -109 -3%
SGK
1838
Steigerwald Gordon & Koch
Virginia
$292K +$4.06K +42 +1%
WH
1839
Wallace Hart
Kentucky
$291K +$50.3K +520 +19%
BHBT
1840
Burke & Herbert Bank & Trust
Virginia
$290K
KCM
1841
KRS Capital Management
Michigan
$290K -$16.9K -175 -5%
FTUS
1842
Flow Traders U.S.
New York
$290K +$307K +3,174 New
RDIA
1843
RE Dickinson Investment Advisors
Iowa
$289K +$1.16K +12 +4%
B
1844
BetterWealth
California
$289K +$5.8K +60 +2%
TC
1845
Tacita Capital
Ontario, Canada
$289K
RFN
1846
RDA Financial Network
Iowa
$288K -$71.4K -738 -19%
EAM
1847
Evanson Asset Management
California
$288K +$193 +2 +0.1%
JBA
1848
Johnson Bixby & Associates
Washington
$288K -$48.3K -499 -14%
CCWM
1849
Correct Capital Wealth Management
Missouri
$287K
SAM
1850
Sherman Asset Management
California
$287K +$305K +3,148 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.