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2,311 hedge funds and large institutions have $78.2B invested in Starbucks in 2025 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 720 increasing their positions, 1,097 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 165

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more call options, than puts

Call options by funds: $2.75B | Put options by funds: $2.44B

2% more funds holding

Funds holding: 2,2582,311 (+53)

0.62% more ownership

Funds ownership: 80.94%81.56% (+0.62%)

0% more capital invested

Capital invested by funds: $77.8B → $78.2B (+$350M)

34% less repeat investments, than reductions

Existing positions increased: 720 | Existing positions reduced: 1,097

Holders
2,311
Holders Change
+53
Holders Change %
+2.35%
% of All Funds
28.12%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
264
Increased
720
Reduced
1,097
Closed
165
Calls
$2.75B
Puts
$2.44B
Net Calls
+$315M
Net Calls Change
-$288M
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
2001
First Pacific Financial
Washington
$100K -$136K -1,615 -58%
RAM
2002
Reflection Asset Management
South Carolina
$100K +$100K +1,187 New
MWA
2003
Medallion Wealth Advisors
Connecticut
$98.8K -$4.05K -48 -4%
AAM
2004
Alphadyne Asset Management
New York
$95.6K -$526K -6,232 -85%
CNBTD
2005
Citizens National Bank Trust Department
Mississippi
$95.4K
ECM
2006
Elgethun Capital Management
South Dakota
$93.8K
GIM
2007
Groesbeck Investment Management
New Jersey
$93K +$93K +1,103 New
PAM
2008
Parvin Asset Management
South Dakota
$90.5K -$146K -1,728 -62%
PWMG
2009
Private Wealth Management Group
New Jersey
$90K -$169 -2 -0.2%
CT
2010
Colonial Trust
South Carolina
$89.3K -$17K -202 -16%
ATC
2011
Advantage Trust Company
Kansas
$88.8K -$53.6K -635 -38%
AW
2012
Avion Wealth
Texas
$88K -$25.9K -307 -23%
ECA
2013
Elevated Capital Advisors
Utah
$88K +$88.2K +1,045 New
CTB
2014
Country Trust Bank
Illinois
$86.7K
FDCP
2015
Foster Dykema Cabot & Partners
Massachusetts
$85.4K
FF
2016
Finley Financial
Nevada
$84.9K
W
2017
WealthCollab
Washington
$84.2K
PAG
2018
Paladin Advisory Group
Iowa
$84K
TSMHT
2019
Thurston Springer Miller Herd & Titak
Indiana
$84K -$170K -2,012 -67%
FC
2020
Fairscale Capital
New Hampshire
$81.8K
FFC
2021
First Financial Corp
Indiana
$81.5K -$18.9K -224 -19%
QPBE
2022
Quintet Private Bank (Europe)
Luxembourg
$81.3K -$36.9K -437 -31%
S
2023
Sachetta
Massachusetts
$80.4K -$122K -1,444 -60%
HRC
2024
Hoertkorn Richard Charles
$80K
LWM
2025
Lodestone Wealth Management
Washington
$77.3K +$77.4K +918 New