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2,261 hedge funds and large institutions have $77.8B invested in Starbucks in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 807 increasing their positions, 1,034 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $2.84B | Put options by funds: $2.24B

2.96% less ownership

Funds ownership: 83.9%80.94% (-3%)

3% less funds holding

Funds holding: 2,3392,261 (-78)

11% less capital invested

Capital invested by funds: $87.7B → $77.8B (-$9.85B)

22% less repeat investments, than reductions

Existing positions increased: 807 | Existing positions reduced: 1,034

25% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 170

63% less funds holding in top 10

Funds holding in top 10: 166 (-10)

Holders
2,261
Holders Change
-78
Holders Change %
-3.33%
% of All Funds
29.67%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.08%
New
127
Increased
807
Reduced
1,034
Closed
170
Calls
$2.84B
Puts
$2.24B
Net Calls
+$603M
Net Calls Change
+$311M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
2001
North Capital
Utah
$82.7K +$90 +1 +0.1%
FC
2002
Fairscale Capital
New Hampshire
$82.1K
HRC
2003
Hoertkorn Richard Charles
$80.4K
PW
2004
Pandora Wealth
Illinois
$79.1K
WSC
2005
Wellington Shields & Co
New York
$77K -$22.4K -250 -22%
GG
2006
Gleason Group
Kentucky
$75.2K -$12.3K -137 -13%
DFA
2007
DHJJ Financial Advisors
Illinois
$69K -$448 -5 -0.6%
CWA
2008
Carolina Wealth Advisors
South Carolina
$68.5K +$51.9K +580 +252%
WPWM
2009
Western Pacific Wealth Management
Illinois
$67.7K -$47K -525 -40%
LI
2010
LRI Investments
Florida
$67.5K +$1.7K +19 +2%
PWS
2011
Peterson Wealth Services
Utah
$67.5K +$87.3K +975 +123%
DCM
2012
Davis Capital Management
Florida
$67.1K +$71K +793 New
AG
2013
AmeriFlex Group
Nevada
$67K +$45.2K +505 +176%
CWP
2014
Concord Wealth Partners
Virginia
$66K -$1.7K -19 -2%
GKIM
2015
GW&K Investment Management
Massachusetts
$65K -$6.09K -68 -8%
TIM
2016
Tortoise Investment Management
New York
$63K
KTC
2017
Kentucky Trust Company
Kentucky
$61.8K
SWIM
2018
Smallwood Wealth Investment Management
New Jersey
$61.4K +$16.7K +187 +35%
BAM
2019
Byrne Asset Management
New Jersey
$60.5K +$64K +715 New
A
2020
AlphaQuest
New York
$59.8K +$63.3K +707 New
SOW
2021
State of Wyoming
Wyoming
$58.9K +$62.3K +696 New
1IA
2022
1620 Investment Advisors
Massachusetts
$58K -$1.07K -12 -2%
OCM
2023
Osterweis Capital Management
California
$58K -$21K -235 -26%
ACA
2024
American Capital Advisory
Idaho
$57.5K +$448 +5 +0.7%
BMC
2025
Bear Mountain Capital
Washington
$57K +$358 +4 +0.6%

SBUX Hedge Fund Activity: Q3 2025 in Review

2,261 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2025, worth a combined $77.8B — down 11% from $87.7B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of SBUX and 127 opened new positions — a net loss of 43 holders — while 1,034 trimmed existing stakes and 807 added.

The largest buyer was Capital Research Global Investors, adding an estimated $785M. The largest seller was Wellington Management Group, cutting an estimated $1.08B.

  • 2,261 institutional investors held Starbucks (SBUX) as of Q3 2025, down from 2,339 in Q2 2025.
  • Funds reported $77.8B of Starbucks stock for Q3 2025, down 11% quarter-over-quarter.
  • 127 funds opened new Starbucks positions in Q3 2025 and 170 closed out, a net change of -43 holders.
  • The largest Starbucks buyer in Q3 2025 was Capital Research Global Investors, an estimated $785M added.
  • The largest Starbucks seller in Q3 2025 was Wellington Management Group, an estimated $1.08B sold.

Based on aggregated 13F filings for Q3 2025.