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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
NWA
1926
New World Advisors
Massachusetts
$257K +$270K +2,616 New
VC
1927
Vestor Capital
Illinois
$256K -$5.69K -55 -2%
PWM
1928
PBMares Wealth Management
Virginia
$256K +$269K +2,607 New
HWM
1929
Horizon Wealth Management
Illinois
$255K +$5.48K +53 +2%
WA
1930
Wambolt & Associates
Colorado
$255K -$11.8K -114 -4%
EWA
1931
Etesian Wealth Advisors
Oregon
$253K
PAM
1932
Peak Asset Management
Colorado
$253K
MSFS
1933
Main Street Financial Solutions
Pennsylvania
$253K -$95.2K -921 -26%
CWM
1934
Centurion Wealth Management
Virginia
$253K
AO
1935
Advisor OS
Illinois
$252K -$204K -1,976 -43%
KCM
1936
Kathmere Capital Management
Pennsylvania
$251K +$930 +9 +0.4%
LWA
1937
Lineweaver Wealth Advisors
Ohio
$251K +$264K +2,558 New
CWM
1938
Cedar Wealth Management
California
$251K
SCM
1939
Stonehearth Capital Management
Massachusetts
$251K
CCMG
1940
Clark Capital Management Group
Pennsylvania
$248K -$21.4K -207 -8%
SO
1941
Sierra Ocean
California
$247K -$4.96K -48 -2%
CWM
1942
Centric Wealth Management
Illinois
$247K -$16.6K -161 -6%
AWA
1943
AGH Wealth Advisors
Kansas
$247K +$3.31K +32 +1%
MCM
1944
Moore Capital Management
New York
$246K -$51.9M -502,224 -100%
RTC
1945
Riverview Trust Company
Washington
$246K -$71.7K -694 -22%
IAG
1946
Investment Advisory Group
Massachusetts
$245K +$6.2K +60 +2%
ETS
1947
ESL Trust Services
New York
$245K
CI
1948
Corient IA
Florida
$245K +$258K +2,500 New
TWA
1949
TCI Wealth Advisors
Arizona
$245K -$198K -1,920 -44%
MWA
1950
Martel Wealth Advisors
Washington
$244K +$257K +2,487 New

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.