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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 %
AIP
1876
ARS Investment Partners
New York
$268K +$49.4K +541 +23%
FA
1877
Fountainhead AM
New Jersey
$268K +$19.1K +209 +8%
TWP
1878
Tempus Wealth Planning
California
$268K -$18K -197 -6%
FSA
1879
Fort Sheridan Advisors
Illinois
$268K +$53.4K +585 +25%
NAS
1880
Nicolet Advisory Services
Wisconsin
$267K +$5.81K +63 +2%
CPWA
1881
Cerro Pacific Wealth Advisors
California
$267K -$5.95K -61 -2%
AF
1882
Aviso Financial
Ontario, Canada
$266K -$213K -2,330 -44%
SSW
1883
Smith Shellnut Wilson
Mississippi
$266K – – –
WFA
1884
Wellspring Financial Advisors
Ohio
$266K -$33.4K -366 -11%
CFS
1885
Commonwealth Financial Services
West Virginia
$266K +$48.5K +531 +22%
WMA
1886
West Michigan Advisors
Michigan
$265K +$265K +2,905 New
QC
1887
Quent Capital
New York
$265K +$639 +7 +0.2%
CPW
1888
Cove Private Wealth
New York
$265K +$265K +2,902 New
SHFA
1889
SC&H Financial Advisors
Maryland
$265K +$1.55K +17 +0.6%
SB
1890
Strategic Blueprint
Georgia
$264K +$68K +745 +35%
FG
1891
Foster Group
Iowa
$263K +$10K +110 +4%
AWP
1892
Ascent Wealth Partners
New York
$263K +$263K +2,885 New
WIA
1893
Wealthedge Investment Advisors
New York
$263K +$263K +2,882 New
LF
1894
Lantz Financial
Illinois
$263K -$40.8K -447 -13%
CFC
1895
Coyle Financial Counsel
Illinois
$263K +$263K +2,881 New
ANBT
1896
American National Bank & Trust
Texas
$263K -$5.66K -62 -2%
SPWM
1897
Schrum Private Wealth Management
Florida
$262K -$262K -2,869 -50%
PFS
1898
Prospect Financial Services
New York
$262K +$1.64K +18 +0.6%
GI
1899
GAMCO Investors
Connecticut
$261K +$8.85K +97 +4%
FMN
1900
Financial Management Network
California
$260K -$30.5K -329 -10%
74 75
76
77 78