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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
FCM
1851
Fourpath Capital Management
Oklahoma
$287K -$677 -7 -0.2%
PSIWM
1852
Paradigm Strategies in Wealth Management
Minnesota
$286K
VCWA
1853
Vanguard Capital Wealth Advisors
Colorado
$285K +$303K +3,129 New
SCP
1854
Stevens Capital Partners
Nebraska
$284K -$67.1K -694 -18%
ZF
1855
Zhang Financial
Michigan
$284K +$16.4K +170 +6%
SAM
1856
Strive Asset Management
Ohio
$284K +$301K +3,114 New
REMPR
1857
Roof Eidam Maycock Peralta (REMP)
California
$284K -$2.42K -25 -0.8%
HFS
1858
Hopwood Financial Services
Virginia
$283K +$300K +3,106 New
CG
1859
CFO4Life Group
Texas
$282K +$7.84K +81 +3%
CCM
1860
Crew Capital Management
Ohio
$282K -$461K -4,767 -61%
NRC
1861
New Republic Capital
North Carolina
$282K -$30.6K -316 -9%
AWM
1862
Aprio Wealth Management
Georgia
$281K +$56.5K +584 +23%
CNBT
1863
Canandaigua National Bank & Trust
New York
$281K -$6.09K -63 -2%
CMA
1864
Cedar Mountain Advisors
Oregon
$280K -$14.3K -148 -5%
SCA
1865
Scott Capital Advisors
Oregon
$280K -$84.6K -874 -23%
AWM
1866
Avaii Wealth Management
Wisconsin
$280K +$297K +3,067 New
WP
1867
WealthShield Partners
North Carolina
$280K +$39.1K +404 +15%
AF
1868
Advisornet Financial
Minnesota
$280K -$31.1K -321 -9%
WSCM
1869
Wellington Shields Capital Management
New York
$279K -$19.3K -200 -6%
MFT
1870
Moisand Fitzgerald Tamayo
Florida
$278K
SC
1871
Sapient Capital
Indiana
$277K -$4.06K -42 -1%
CP
1872
Covenant Partners
Tennessee
$277K
FBB
1873
Fulton Breakefield Broenniman
Maryland
$276K -$3.29K -34 -1%
PA
1874
PSI Advisors
Florida
$275K +$97 +1 +0%
LCM
1875
LCM Capital Management
Illinois
$275K -$290 -3 -0.1%

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.