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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
FBFS
2026
First Business Financial Services
Wisconsin
$215K
PHAM
2027
Palisades Hudson Asset Management
Florida
$215K
CAM
2028
Cozad Asset Management
Illinois
$214K -$12.1K -125 -5%
LWL
2029
Leo Wealth LLC
Texas
$214K -$37.6K -389 -14%
GA
2030
Goldstein Advisors
Wisconsin
$214K +$8.22K +85 +4%
JFA
2031
JNBA Financial Advisors
Minnesota
$214K
GFP
2032
Gryphon Financial Partners
Ohio
$213K -$50.5K -522 -18%
GWSG
2033
GPS Wealth Strategies Group
Colorado
$213K -$22K -227 -9%
JF
2034
JSF Financial
California
$212K +$225K +2,328 New
HA
2035
Helium Advisors
Washington
$212K +$225K +2,323 New
AFG
2036
Allegheny Financial Group
Pennsylvania
$211K -$26.7K -276 -11%
OFW
2037
Omnia Family Wealth
Florida
$211K -$16.4K -169 -7%
SWM
2038
Seed Wealth Management
Illinois
$211K
FA
2039
Fermata Advisors
California
$211K -$97 -1 -0%
GWP
2040
Gen-Wealth Partners
Michigan
$210K +$5.51K +57 +3%
APW
2041
Axim Planning & Wealth
Ohio
$210K -$99.9K -1,033 -31%
CCM
2042
Cohen Capital Management
California
$210K
LFP
2043
Lakeshore Financial Planning
Michigan
$209K +$387 +4 +0.2%
SRC
2044
Sage Rhino Capital
California
$209K -$1.94K -20 -0.9%
BCP
2045
Blue Chip Partners
Michigan
$209K -$8.71K -90 -4%
PSFG
2046
Park Square Financial Group
Georgia
$208K +$221K +2,283 New
SFG
2047
Sovereign Financial Group
Connecticut
$208K +$2.13K +22 +1%
NCM
2048
Next Capital Management
New York
$207K +$219K +2,268 New
SHGA
2049
Sand Hill Global Advisors
California
$207K
SPWG
2050
Syntegra Private Wealth Group
Missouri
$206K +$290 +3 +0.1%

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.