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2,401 hedge funds and large institutions have $90.4B invested in Starbucks in 2025 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 862 increasing their positions, 1,061 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.37B

26% more first-time investments, than exits

New positions opened: 201 | Existing positions closed: 160

10% more capital invested

Capital invested by funds: $81.9B → $90.4B (+$8.5B)

3.39% more ownership

Funds ownership: 77.85%81.24% (+3.4%)

0% less funds holding

Funds holding: 2,4022,401 (-1)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

19% less repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 1,061

Holders
2,401
Holders Change
-1
Holders Change %
-0.04%
% of All Funds
32.19%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.34%
New
201
Increased
862
Reduced
1,061
Closed
160
Calls
$3.21B
Puts
$2.37B
Net Calls
+$841M
Net Calls Change
-$134M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
2001
Human Investing
Oregon
$223K -$68.5K -663 -23%
MW
2002
MBL Wealth
North Carolina
$223K +$235K +2,272 New
UB
2003
Umpqua Bank
Oregon
$223K -$19.7K -191 -8%
BBA
2004
BLB&B Advisors
Pennsylvania
$223K -$47.6K -460 -17%
IA
2005
IFG Advisory
Georgia
$222K +$234K +2,267 New
RWA
2006
Redhawk Wealth Advisors
Minnesota
$222K +$517 +5 +0.2%
BGAI
2007
Bruce G. Allen Investments
Colorado
$222K +$28.2K +273 +14%
CM
2008
Capula Management
Cayman Islands
$221K -$109K -1,059 -32%
ES
2009
ETF Store
Kansas
$220K +$1.03K +10 +0.4%
OBWG
2010
Onyx Bridge Wealth Group
New York
$220K +$232K +2,245 New
BA
2011
Bluesphere Advisors
Pennsylvania
$220K +$232K +2,240 New
Millennium Management
2012
Millennium Management
New York
$220K -$140M -1,353,912 -100%
SFG
2013
Sovereign Financial Group
Connecticut
$220K -$3.72K -36 -2%
CL
2014
CLG LLC
California
$220K -$13.4K -130 -5%
JFA
2015
JNBA Financial Advisors
Minnesota
$219K -$11.2K -108 -5%
MMCM
2016
Murphy & Mullick Capital Management
New York
$219K +$17.4K +168 +8%
SHGA
2017
Sand Hill Global Advisors
California
$218K -$4.24K -41 -2%
NRS
2018
Neville Rodie & Shaw
New York
$218K +$229K +2,220 New
VSQM
2019
V-Square Quantitative Management
Illinois
$218K +$1.34K +13 +0.6%
WP
2020
WealthPLAN Partners
Nebraska
$218K +$229K +2,220 New
APW
2021
Austin Private Wealth
Texas
$217K +$229K +2,215 New
GFG
2022
Goldstone Financial Group
Illinois
$217K +$229K +2,211 New
ATFA
2023
All Terrain Financial Advisors
Minnesota
$217K
SFS
2024
Summit Financial Strategies
Ohio
$216K +$228K +2,206 New
FMN
2025
Financial Management Network
California
$216K -$10.9K -105 -4%

SBUX Hedge Fund Activity: Q1 2025 in Review

2,401 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2025, worth a combined $90.4B — up 10% from $81.9B a quarter earlier.

Buyers outnumbered sellers: 201 funds opened new SBUX positions and 160 closed out — a net gain of 41 holders — while 862 added to existing stakes and 1,061 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.07B. The largest seller was Citadel Advisors, cutting an estimated $508M.

  • 2,401 institutional investors held Starbucks (SBUX) as of Q1 2025, down from 2,402 in Q4 2024.
  • Funds reported $90.4B of Starbucks stock for Q1 2025, up 10% quarter-over-quarter.
  • 201 funds opened new Starbucks positions in Q1 2025 and 160 closed out, a net change of +41 holders.
  • The largest Starbucks buyer in Q1 2025 was Capital Research Global Investors, an estimated $3.07B added.
  • The largest Starbucks seller in Q1 2025 was Citadel Advisors, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2025.