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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
MAG
1876
M3 Advisory Group
Massachusetts
$275K -$1.06K -11 -0.4%
EWA
1877
Encompass Wealth Advisors
Oregon
$275K -$349K -3,612 -55%
STB
1878
S&T Bank
Pennsylvania
$274K
MAWCM
1879
Mine & Arao Wealth Creation & Management
California
$274K -$12.3K -127 -4%
JJBC
1880
James J. Burns & Company
New York
$274K +$6.87K +71 +2%
OL
1881
OneFund LLC
Florida
$274K +$2.32K +24 +0.8%
LCWP
1882
Legacy Capital Wealth Partners
Arkansas
$273K +$23.7K +245 +9%
WC
1883
Waterloo Capital
Texas
$272K +$15.1K +156 +6%
GIM
1884
Groesbeck Investment Management
New Jersey
$272K -$165K -1,710 -36%
ECG
1885
Edge Capital Group
Georgia
$272K -$348K -3,595 -100%
FFG
1886
Frisch Financial Group
New York
$270K +$967 +10 +0.3%
SFA
1887
Souders Financial Advisors
Ohio
$270K +$43.5K +450 +18%
KCFA
1888
Key Client Fiduciary Advisors
New Jersey
$270K +$45.8K +473 +19%
PCM
1889
Penserra Capital Management
California
$269K +$278K +2,871 +3,190%
PL
1890
Plancorp LLC
Missouri
$269K +$285K +2,947 New
HI
1891
Human Investing
Oregon
$268K -$4.26K -44 -1%
AIP
1892
ARS Investment Partners
New York
$268K +$52.3K +541 +23%
FA
1893
Fountainhead AM
New Jersey
$268K +$20.2K +209 +8%
TWP
1894
Tempus Wealth Planning
California
$268K -$19.1K -197 -6%
FSA
1895
Fort Sheridan Advisors
Illinois
$268K +$56.6K +585 +25%
NAS
1896
Nicolet Advisory Services
Wisconsin
$267K +$6.09K +63 +2%
CPWA
1897
Cerro Pacific Wealth Advisors
California
$267K -$5.9K -61 -2%
AF
1898
Aviso Financial
Ontario, Canada
$266K -$225K -2,330 -44%
SSW
1899
Smith Shellnut Wilson
Mississippi
$266K
WFA
1900
Wellspring Financial Advisors
Ohio
$266K -$35.4K -366 -11%

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.