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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
CWM
1951
Centric Wealth Management
Illinois
$244K -$51.2K -529 -17%
BF
1952
bLong Financial
Tennessee
$243K +$258K +2,667 New
MAM
1953
Mystic Asset Management
Rhode Island
$243K +$9.77K +101 +4%
VC
1954
Vestor Capital
Illinois
$243K +$5.51K +57 +2%
LCM
1955
Liberty Capital Management
Michigan
$243K -$26.8K -277 -9%
FCA
1956
Fortis Capital Advisors
Kansas
$243K -$2.9K -30 -1%
EWA
1957
Evolution Wealth Advisors
Florida
$242K +$257K +2,657 New
HFS
1958
Howard Financial Services
Texas
$242K +$257K +2,653 New
FFO
1959
Fortitude Family Office
Arizona
$241K
SL
1960
Sentinus LLC
Illinois
$241K -$25.2K -260 -9%
Winslow Capital Management
1961
Winslow Capital Management
Minnesota
$240K -$350M -3,616,738 -100%
BCM
1962
Boltwood Capital Management
California
$239K -$2.42K -25 -0.9%
IHWM
1963
Iron Horse Wealth Management
Iowa
$239K +$387 +4 +0.2%
MHR
1964
Matthew Hamilton Rosenberg
$239K -$15.8K -163 -6%
1832 Asset Management
1965
1832 Asset Management
Ontario, Canada
$238K -$512K -5,292 -67%
WI
1966
WrapManager Inc
California
$238K -$100K -1,037 -28%
SAM
1967
Secure Asset Management
Michigan
$238K +$252K +2,603 New
DCBT
1968
Dakota Community Bank & Trust
North Dakota
$237K -$9.67K -100 -4%
FW
1969
Fidato Wealth
Ohio
$237K +$252K +2,600 New
EWA
1970
Etesian Wealth Advisors
Oregon
$236K +$250K +2,584 New
PAM
1971
Peak Asset Management
Colorado
$236K
LP
1972
LGL Partners
Pennsylvania
$235K
SO
1973
Sierra Ocean
California
$234K +$248K +2,565 New
WAN
1974
Wealth Advisors Northwest
Oregon
$234K +$248K +2,560 New
CWM
1975
Cedar Wealth Management
California
$233K

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.