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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
JA
1926
JVL Associates
Michigan
$256K -$967 -10 -0.4%
PWA
1927
Physician Wealth Advisors
Utah
$256K -$8.51K -88 -3%
WCWM
1928
Willow Creek Wealth Management
California
$256K -$6.29K -65 -2%
RF
1929
Robinswood Financial
Washington
$256K +$38.8K +401 +17%
AWS
1930
Arkfeld Wealth Strategies
Nebraska
$255K +$97 +1 +0%
AM
1931
Atwater Malick
Pennsylvania
$254K
PAM
1932
Parvin Asset Management
South Dakota
$254K +$269K +2,780 New
BRWM
1933
Blue Rock Wealth Management
North Carolina
$253K +$268K +2,770 New
CWM
1934
Centurion Wealth Management
Virginia
$253K +$20.6K +213 +8%
SAF
1935
Smith Anglin Financial
Texas
$252K -$1.16K -12 -0.4%
CT
1936
Caldwell Trust
Florida
$250K -$336K -3,475 -56%
PWM
1937
Pines Wealth Management
North Carolina
$250K +$263K +2,714 New
WDG
1938
Wealth Dimensions Group
Ohio
$250K +$26.7K +276 +11%
CAI
1939
Capital Advisors Inc
Oklahoma
$250K -$19.3K -200 -7%
CCMG
1940
Clark Capital Management Group
Pennsylvania
$249K +$50.4K +521 +24%
BBA
1941
BLB&B Advisors
Pennsylvania
$249K -$37.4K -387 -12%
THCM
1942
Taylor Hoffman Capital Management
Virginia
$249K
SCA
1943
Sage Capital Advisors
South Dakota
$249K +$290 +3 +0.1%
EAM
1944
Empirical Asset Management
Massachusetts
$248K +$2.82M +29,182 +181%
WPC
1945
White Pine Capital
Minnesota
$248K +$4.45K +46 +2%
BW
1946
BIP Wealth
Georgia
$247K +$53.1K +549 +25%
MTWM
1947
Masso Torrence Wealth Management
New Jersey
$247K +$8.13K +84 +3%
AGA
1948
Arkos Global Advisors
Texas
$247K +$262K +2,710 New
WA
1949
Wambolt & Associates
Colorado
$247K -$6.38K -66 -2%
PA
1950
PFG Advisors
Arizona
$246K -$81K -837 -24%

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.