SBUX icon

Starbucks
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 %
RHJA
1976
Rice Hall James & Associates
California
$225K – – –
NPA
1977
Nichols & Pratt Advisers
Massachusetts
$225K -$228K -2,500 -50%
CCA
1978
Childress Capital Advisors
Texas
$224K -$24.7K -271 -10%
SA
1979
Strategic Advisors
New York
$224K -$23.4K -256 -9%
DF
1980
Dunhill Financial
United Kingdom
$224K +$8.03K +88 +4%
GJCM
1981
Grand Jean Capital Management
California
$223K +$183 +2 +0.1%
YWS
1982
Yarger Wealth Strategies
Ohio
$223K +$456 +5 +0.2%
PCA
1983
Pallas Capital Advisors
Massachusetts
$223K +$1.92K +21 +0.9%
IAG
1984
Investment Advisory Group
Massachusetts
$223K +$4.11K +45 +2%
HCA
1985
Harbour Capital Advisors
Virginia
$222K – – –
SIC
1986
Sigma Investment Counselors
Michigan
$222K -$7.67K -84 -3%
OWA
1987
ORBA Wealth Advisors
Illinois
$221K -$50.1K -549 -19%
GS
1988
GWN Securities
Florida
$219K +$219K +2,227 New
MWML
1989
M Wealth Management LLC
California
$219K +$219K +2,402 New
PCMC
1990
Private Capital Management (Colorado)
Colorado
$219K -$12.6K -138 -5%
NCM
1991
Northside Capital Management
Oregon
$219K +$183 +2 +0.1%
AWM
1992
AllSquare Wealth Management
New York
$219K -$18.3K -200 -8%
CWM
1993
Campbell Wealth Management
Virginia
$219K – – –
EMAM
1994
Encompass More Asset Management
California
$219K -$9.03K -99 -4%
S
1995
Sunpointe
Missouri
$219K +$219K +2,395 New
AM
1996
AGF Management
Ontario, Canada
$219K -$23K -252 -10%
AWA
1997
Archvest Wealth Advisors
California
$217K +$274 +3 +0.1%
PCH
1998
PGIM Custom Harvest
New Jersey
$217K -$172K -1,890 -44%
SW
1999
Simplicity Wealth
New Jersey
$217K +$12.9K +141 +6%
VCM
2000
Versant Capital Management
Arizona
$216K +$35.8K +392 +20%
78 79
80
81 82