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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
WAN
1951
Wealth Advisors Northwest
Oregon
$244K -$7.86K -76 -3%
AF
1952
Atala Financial
California
$243K
1832 Asset Management
1953
1832 Asset Management
Ontario, Canada
$243K -$13.5K -131 -5%
SCM
1954
Schnieders Capital Management
California
$243K
GIM
1955
Groesbeck Investment Management
New Jersey
$243K -$51.6K -499 -17%
ST
1956
Sabal Trust
Florida
$243K -$1.03M -9,965 -80%
CPWA
1957
Cerro Pacific Wealth Advisors
California
$243K -$7.75K -75 -3%
VBCG
1958
Valley Brook Capital Group
Pennsylvania
$243K -$149K -1,437 -37%
YWS
1959
Yarger Wealth Strategies
Ohio
$242K +$2.79K +27 +1%
SAM
1960
Secure Asset Management
Michigan
$241K -$14.8K -143 -5%
RFWA
1961
RPg Family Wealth Advisory
Massachusetts
$240K +$253K +2,446 New
QFW
1962
QTR Family Wealth
Florida
$240K +$253K +2,446 New
RHJA
1963
Rice Hall James & Associates
California
$240K -$2.38K -23 -0.9%
SWA
1964
Sax Wealth Advisors
New Jersey
$239K +$252K +2,439 New
DF
1965
Dunhill Financial
United Kingdom
$239K -$1.86K -18 -0.7%
NCM
1966
Northside Capital Management
Oregon
$236K +$207 +2 +0.1%
WEG
1967
World Equity Group
Illinois
$235K -$237K -2,294 -49%
AWS
1968
Arkfeld Wealth Strategies
Nebraska
$235K -$7.65K -74 -3%
LFM
1969
LGT Fund Management
Liechtenstein
$235K -$44.2K -428 -15%
EAM
1970
Empirical Asset Management
Massachusetts
$234K -$4.44M -42,913 -95%
GA
1971
Goldstein Advisors
Wisconsin
$234K +$4.24K +41 +2%
AT
1972
Avalon Trust
New Mexico
$234K +$12.8K +124 +5%
VFG
1973
Victory Financial Group
Texas
$234K +$245K +2,366 New
AWA
1974
Archvest Wealth Advisors
California
$233K +$207 +2 +0.1%
FA
1975
Fermata Advisors
California
$233K +$6.93K +67 +3%

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.