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2,311 hedge funds and large institutions have $78.2B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 720 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2% more funds holding

Funds holding: 2,2582,311 (+53)

0.62% more ownership

Funds ownership: 80.94%81.56% (+0.62%)

0% more capital invested

Capital invested by funds: $77.8B → $78.2B (+$350M)

34% less repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 1,097

Holders
2,311
Holders Change
+53
Holders Change %
+2.35%
% of All Funds
28.12%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
720
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1951
Bruce G. Allen Investments
Colorado
$159K -$14.3K -170 -8%
DWA
1952
Dougherty Wealth Advisers
Minnesota
$157K
BIA
1953
Bell Investment Advisors
California
$156K -$15.7K -186 -9%
USB
1954
Union Savings Bank
Connecticut
$154K +$154K +1,827 New
LGWM
1955
Litman Gregory Wealth Management
California
$153K +$154K +1,822 New
SWM
1956
SHP Wealth Management
Massachusetts
$152K +$152K +1,803 New
MSWM
1957
Mowery & Schoenfeld Wealth Management
Illinois
$149K +$11K +130 +8%
SC
1958
SouthState Corp
Florida
$148K +$5.74K +68 +4%
MPW
1959
MASECO Private Wealth
$148K +$148K +1,758 New
PK
1960
Pflug Koory
Nebraska
$147K -$37.5K -445 -20%
OP
1961
ORG Partners
Indiana
$146K -$1.18K -14 -0.8%
LC
1962
Lavaca Capital
Texas
$146K -$253K -3,000 -63%
FRA
1963
Front Row Advisors
California
$145K -$14.8K -175 -9%
LWANC
1964
Laurel Wealth Advisors (North Carolina)
North Carolina
$144K +$145K +1,713 New
MMHP
1965
Murphy Middleton Hinkle & Parker
Georgia
$138K +$1.11M +13,205 New
LIA
1966
Luken Investment Analytics
Tennessee
$136K +$844 +10 +0.6%
SCM
1967
Silvant Capital Management
Georgia
$135K
DE
1968
DV Equities
Illinois
$134K +$135K +1,595 New
SL
1969
Salomon & Ludwin
Virginia
$134K +$6.33K +75 +5%
CA
1970
Crewe Advisors
Utah
$134K +$3.96K +47 +3%
GIM
1971
Generali Investments Management
Slovenia
$133K -$53.2K -631 -29%
EPIM
1972
Evelyn Partners Investment Management
$133K
DWM
1973
Darwin Wealth Management
Florida
$132K -$9.53K -113 -7%
OPTFSNA
1974
Old Point Trust & Financial Services N A
Virginia
$131K -$675 -8 -0.5%
CFG
1975
Clayton Financial Group
Missouri
$128K +$128K +1,522 New