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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 %
FW
1951
Fidato Wealth
Ohio
$237K +$237K +2,600 New
EWA
1952
Etesian Wealth Advisors
Oregon
$236K +$236K +2,584 New
PAM
1953
Peak Asset Management
Colorado
$236K – – –
LP
1954
LGL Partners
Pennsylvania
$235K – – –
SO
1955
Sierra Ocean
California
$234K +$234K +2,565 New
WAN
1956
Wealth Advisors Northwest
Oregon
$234K +$234K +2,560 New
SCM
1957
Stonehearth Capital Management
Massachusetts
$233K – – –
CWM
1958
Cedar Wealth Management
California
$233K – – –
EWA
1959
Exencial Wealth Advisors
Oklahoma
$233K -$39.3K -431 -14%
HWMO
1960
Heritage Wealth Management (Ohio)
Ohio
$233K – – –
KCM
1961
Kathmere Capital Management
Pennsylvania
$233K +$19.2K +210 +9%
TW
1962
Traveka Wealth
California
$232K +$44.2K +484 +23%
CASB
1963
Cape Ann Savings Bank
Massachusetts
$232K -$154K -1,693 -40%
HWM
1964
Horizon Wealth Management
Illinois
$232K +$1.1K +12 +0.5%
BFAG
1965
Blackston Financial Advisory Group
Florida
$229K +$10.7K +117 +5%
UB
1966
Umpqua Bank
Oregon
$229K +$229K +2,463 New
NME
1967
Notis-McConarty Edward
$229K -$11K -120 -5%
ETS
1968
ESL Trust Services
New York
$228K +$228K +2,500 New
CW
1969
Cook Wealth
North Carolina
$227K +$1.76K +18 +0.8%
BWP
1970
Baldwin Wealth Partners
Massachusetts
$227K -$169K -1,856 -43%
AWA
1971
AGH Wealth Advisors
Kansas
$227K +$227K +2,483 New
AF
1972
Atala Financial
California
$226K +$226K +2,481 New
SCM
1973
Schnieders Capital Management
California
$226K -$46.5K -510 -17%
PMAM
1974
Picton Mahoney Asset Management
Ontario, Canada
$226K +$226K +2,480 New
EA
1975
Emerald Advisors
Washington
$226K -$5.57K -61 -2%
77 78
79
80 81