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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 %
WP
1851
WealthShield Partners
North Carolina
$280K +$36.9K +404 +15%
AF
1852
Advisornet Financial
Minnesota
$280K -$29.3K -321 -9%
WSCM
1853
Wellington Shields Capital Management
New York
$279K -$18.3K -200 -6%
MFT
1854
Moisand Fitzgerald Tamayo
Florida
$278K – – –
SC
1855
Sapient Capital
Indiana
$277K -$3.83K -42 -1%
CP
1856
Covenant Partners
Tennessee
$277K – – –
FBB
1857
Fulton Breakefield Broenniman
Maryland
$276K -$3.1K -34 -1%
PA
1858
PSI Advisors
Florida
$275K +$91 +1 +0%
LCM
1859
LCM Capital Management
Illinois
$275K -$274 -3 -0.1%
MAG
1860
M3 Advisory Group
Massachusetts
$275K -$1K -11 -0.4%
EWA
1861
Encompass Wealth Advisors
Oregon
$275K -$330K -3,612 -55%
STB
1862
S&T Bank
Pennsylvania
$274K – – –
MAWCM
1863
Mine & Arao Wealth Creation & Management
California
$274K -$11.6K -127 -4%
JJBC
1864
James J. Burns & Company
New York
$274K +$6.47K +71 +2%
OL
1865
OneFund LLC
Florida
$274K +$2.19K +24 +0.8%
LCWP
1866
Legacy Capital Wealth Partners
Arkansas
$273K +$22.4K +245 +9%
WC
1867
Waterloo Capital
Texas
$272K +$14.2K +156 +6%
GIM
1868
Groesbeck Investment Management
New Jersey
$272K -$156K -1,710 -36%
ECG
1869
Edge Capital Group
Georgia
$272K -$88.8M -3,595 -100%
FFG
1870
Frisch Financial Group
New York
$270K +$912 +10 +0.3%
SFA
1871
Souders Financial Advisors
Ohio
$270K +$41.1K +450 +18%
KCFA
1872
Key Client Fiduciary Advisors
New Jersey
$270K +$43.2K +473 +19%
PCM
1873
Penserra Capital Management
California
$269K +$261K +2,871 +3,190%
PL
1874
Plancorp LLC
Missouri
$269K +$269K +2,947 New
HI
1875
Human Investing
Oregon
$268K -$4.02K -44 -1%
73 74
75
76 77