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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
SCM
1976
Stonehearth Capital Management
Massachusetts
$233K
EWA
1977
Exencial Wealth Advisors
Oklahoma
$233K -$41.7K -431 -14%
HWMO
1978
Heritage Wealth Management (Ohio)
Ohio
$233K
KCM
1979
Kathmere Capital Management
Pennsylvania
$233K +$20.3K +210 +9%
TW
1980
Traveka Wealth
California
$232K +$46.8K +484 +23%
CASB
1981
Cape Ann Savings Bank
Massachusetts
$232K -$164K -1,693 -40%
HWM
1982
Horizon Wealth Management
Illinois
$232K +$1.16K +12 +0.5%
BFAG
1983
Blackston Financial Advisory Group
Florida
$229K +$11.3K +117 +5%
UB
1984
Umpqua Bank
Oregon
$229K +$238K +2,463 New
NME
1985
Notis-McConarty Edward
$229K -$11.6K -120 -5%
ETS
1986
ESL Trust Services
New York
$228K +$242K +2,500 New
CW
1987
Cook Wealth
North Carolina
$227K +$1.74K +18 +0.8%
BWP
1988
Baldwin Wealth Partners
Massachusetts
$227K -$180K -1,856 -43%
AWA
1989
AGH Wealth Advisors
Kansas
$227K +$240K +2,483 New
AF
1990
Atala Financial
California
$226K +$240K +2,481 New
SCM
1991
Schnieders Capital Management
California
$226K -$49.3K -510 -17%
PMAM
1992
Picton Mahoney Asset Management
Ontario, Canada
$226K +$240K +2,480 New
EA
1993
Emerald Advisors
Washington
$226K -$5.9K -61 -2%
RHJA
1994
Rice Hall James & Associates
California
$225K
NPA
1995
Nichols & Pratt Advisers
Massachusetts
$225K -$242K -2,500 -50%
CCA
1996
Childress Capital Advisors
Texas
$224K -$26.2K -271 -10%
SA
1997
Strategic Advisors
New York
$224K -$24.8K -256 -9%
DF
1998
Dunhill Financial
United Kingdom
$224K +$8.51K +88 +4%
GJCM
1999
Grand Jean Capital Management
California
$223K +$193 +2 +0.1%
YWS
2000
Yarger Wealth Strategies
Ohio
$223K +$484 +5 +0.2%

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.