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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
IF
1851
IRON Financial
Illinois
$290K -$641K -6,200 -68%
EA
1852
Emerald Advisors
Washington
$289K +$49.3K +477 +19%
RFP
1853
Root Financial Partners
California
$289K -$30.4K -294 -9%
RF
1854
Robinswood Financial
Washington
$289K +$14.4K +139 +5%
AFA
1855
AA Financial Advisors
Ohio
$289K +$304K +2,945 New
RLH
1856
RD Lewis Holdings
Florida
$288K -$5.38K -52 -2%
AF
1857
Aviso Financial
Ontario, Canada
$287K +$827 +8 +0.3%
MFWP
1858
Mosaic Family Wealth Partners
Missouri
$287K +$11.4K +110 +4%
SHFA
1859
SC&H Financial Advisors
Maryland
$284K
EWA
1860
Encompass Wealth Advisors
Oregon
$284K -$11.4K -110 -4%
TWP
1861
Tempus Wealth Planning
California
$284K -$4.65K -45 -2%
ANBT
1862
American National Bank & Trust
Texas
$284K +$1.34K +13 +0.5%
JBA
1863
Johnson Bixby & Associates
Washington
$283K -$27.5K -266 -8%
SC
1864
Sapient Capital
Indiana
$283K -$16.4K -159 -5%
PFS
1865
Prospect Financial Services
New York
$282K +$517 +5 +0.2%
ZF
1866
Zhang Financial
Michigan
$281K -$25.5K -247 -8%
SPWM
1867
Schrum Private Wealth Management
Florida
$281K
FNWA
1868
Financial Network Wealth Advisors
Utah
$280K +$237K +2,293 +405%
AFA
1869
American Financial Advisors
Georgia
$280K -$35K -339 -11%
PA
1870
PSI Advisors
Florida
$280K -$16.5K -160 -5%
WPC
1871
White Pine Capital
Minnesota
$280K +$14K +135 +5%
OFW
1872
Omnia Family Wealth
Florida
$280K +$55.5K +537 +23%
WIA
1873
Wealthedge Investment Advisors
New York
$279K -$4.13K -40 -1%
LCM
1874
Liberty Capital Management
Michigan
$279K +$18.7K +181 +7%
SRC
1875
Shufro Rose & Co
New York
$278K

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.