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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
PCA
2001
Pallas Capital Advisors
Massachusetts
$223K +$2.03K +21 +0.9%
IAG
2002
Investment Advisory Group
Massachusetts
$223K +$4.35K +45 +2%
HCA
2003
Harbour Capital Advisors
Virginia
$222K
SIC
2004
Sigma Investment Counselors
Michigan
$222K -$8.13K -84 -3%
OWA
2005
ORBA Wealth Advisors
Illinois
$221K -$53.1K -549 -19%
GS
2006
GWN Securities
Florida
$219K +$215K +2,227 New
MWML
2007
M Wealth Management LLC
California
$219K +$232K +2,402 New
PCMC
2008
Private Capital Management (Colorado)
Colorado
$219K -$13.4K -138 -5%
NCM
2009
Northside Capital Management
Oregon
$219K +$193 +2 +0.1%
AWM
2010
AllSquare Wealth Management
New York
$219K -$19.3K -200 -8%
CWM
2011
Campbell Wealth Management
Virginia
$219K
EMAM
2012
Encompass More Asset Management
California
$219K -$9.58K -99 -4%
S
2013
Sunpointe
Missouri
$219K +$232K +2,395 New
AM
2014
AGF Management
Ontario, Canada
$219K -$24.4K -252 -10%
AWA
2015
Archvest Wealth Advisors
California
$217K +$290 +3 +0.1%
PCH
2016
PGIM Custom Harvest
New Jersey
$217K -$183K -1,890 -44%
SW
2017
Simplicity Wealth
New Jersey
$217K +$13.6K +141 +6%
VCM
2018
Versant Capital Management
Arizona
$216K +$37.9K +392 +20%
JAG
2019
Journey Advisory Group
Kentucky
$216K
CL
2020
CLG LLC
California
$216K +$229K +2,368 New
PCG
2021
Prosperity Consulting Group
Maryland
$216K +$12.1K +125 +6%
GWM
2022
Gitterman Wealth Management
New Jersey
$216K +$484 +5 +0.2%
WCA
2023
Westover Capital Advisors
Delaware
$216K -$3.58K -37 -2%
KFGK
2024
Keystone Financial Group (Kentucky)
Kentucky
$215K -$4.93K -51 -2%
MG
2025
Marex Group
$215K -$49.5K -512 -18%

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.