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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 %
WAM
1901
Wernau Asset Management
Massachusetts
$258K +$258K +2,832 New
MFA
1902
Mayflower Financial Advisors
Massachusetts
$258K +$53.8K +590 +26%
LFM
1903
LGT Fund Management
Liechtenstein
$257K -$413K -4,521 -62%
MMPW
1904
Mitchell McLeod Pugh & Williams
Alabama
$257K +$4.75K +52 +2%
OCPWS
1905
One Charles Private Wealth Services
Massachusetts
$257K +$3.47K +38 +1%
MFWP
1906
Mosaic Family Wealth Partners
Missouri
$257K -$20.7K -227 -7%
KB
1907
Kimelman & Baird
New York
$257K – – –
CFS
1908
CRA Financial Services
New Jersey
$256K -$6.21K -68 -2%
SW
1909
StrongBox Wealth
Missouri
$256K -$1.92K -21 -0.7%
JA
1910
JVL Associates
Michigan
$256K -$912 -10 -0.4%
PWA
1911
Physician Wealth Advisors
Utah
$256K -$8.03K -88 -3%
WCWM
1912
Willow Creek Wealth Management
California
$256K -$5.93K -65 -2%
AWS
1913
Arkfeld Wealth Strategies
Nebraska
$255K +$94 +1 +0%
AM
1914
Atwater Malick
Pennsylvania
$254K – – –
PAM
1915
Parvin Asset Management
South Dakota
$254K +$254K +2,780 New
BRWM
1916
Blue Rock Wealth Management
North Carolina
$253K +$253K +2,770 New
CWM
1917
Centurion Wealth Management
Virginia
$253K +$19.4K +213 +8%
SAF
1918
Smith Anglin Financial
Texas
$252K -$1.1K -12 -0.4%
PWM
1919
Pines Wealth Management
North Carolina
$250K +$250K +2,714 New
WDG
1920
Wealth Dimensions Group
Ohio
$250K +$25.2K +276 +11%
CAI
1921
Capital Advisors Inc
Oklahoma
$250K -$18.3K -200 -7%
CCMG
1922
Clark Capital Management Group
Pennsylvania
$249K +$47.5K +521 +24%
BBA
1923
BLB&B Advisors
Pennsylvania
$249K -$35.3K -387 -12%
THCM
1924
Taylor Hoffman Capital Management
Virginia
$249K – – –
SCA
1925
Sage Capital Advisors
South Dakota
$249K +$274 +3 +0.1%
75 76
77
78 79