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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 %
JAG
2001
Journey Advisory Group
Kentucky
$216K – – –
CL
2002
CLG LLC
California
$216K +$216K +2,368 New
PCG
2003
Prosperity Consulting Group
Maryland
$216K +$11.4K +125 +6%
GWM
2004
Gitterman Wealth Management
New Jersey
$216K +$456 +5 +0.2%
WCA
2005
Westover Capital Advisors
Delaware
$216K -$3.38K -37 -2%
KFGK
2006
Keystone Financial Group (Kentucky)
Kentucky
$215K -$4.67K -51 -2%
FBFS
2007
First Business Financial Services
Wisconsin
$215K – – –
PHAM
2008
Palisades Hudson Asset Management
Florida
$215K – – –
CAM
2009
Cozad Asset Management
Illinois
$214K -$11.4K -125 -5%
LWL
2010
Leo Wealth LLC
Texas
$214K -$35.5K -389 -14%
GA
2011
Goldstein Advisors
Wisconsin
$214K +$7.76K +85 +4%
JFA
2012
JNBA Financial Advisors
Minnesota
$214K – – –
GFP
2013
Gryphon Financial Partners
Ohio
$213K -$47.6K -522 -18%
GWSG
2014
GPS Wealth Strategies Group
Colorado
$213K -$20.7K -227 -9%
JF
2015
JSF Financial
California
$212K +$212K +2,328 New
HA
2016
Helium Advisors
Washington
$212K +$212K +2,323 New
AFG
2017
Allegheny Financial Group
Pennsylvania
$211K -$25.2K -276 -11%
OFW
2018
Omnia Family Wealth
Florida
$211K -$15.4K -169 -7%
SWM
2019
Seed Wealth Management
Illinois
$211K – – –
FA
2020
Fermata Advisors
California
$211K -$91 -1 -0%
GWP
2021
Gen-Wealth Partners
Michigan
$210K +$5.2K +57 +3%
APW
2022
Axim Planning & Wealth
Ohio
$210K -$94.3K -1,033 -31%
CCM
2023
Cohen Capital Management
California
$210K – – –
LFP
2024
Lakeshore Financial Planning
Michigan
$209K +$365 +4 +0.2%
SRC
2025
Sage Rhino Capital
California
$209K -$1.83K -20 -0.9%
79 80
81
82 83