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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 %
BCP
2026
Blue Chip Partners
Michigan
$209K -$8.21K -90 -4%
PSFG
2027
Park Square Financial Group
Georgia
$208K +$208K +2,283 New
SFG
2028
Sovereign Financial Group
Connecticut
$208K +$2.01K +22 +1%
NCM
2029
Next Capital Management
New York
$207K +$207K +2,268 New
SHGA
2030
Sand Hill Global Advisors
California
$207K – – –
SPWG
2031
Syntegra Private Wealth Group
Missouri
$206K +$274 +3 +0.1%
RWA
2032
Redhawk Wealth Advisors
Minnesota
$206K -$5.02K -55 -2%
AT
2033
Avalon Trust
New Mexico
$206K -$54.8K -600 -21%
RFA
2034
ROI Financial Advisors
Oregon
$206K -$94.4K -1,034 -31%
CLOS
2035
Compagnie Lombard Odier SCmA
Switzerland
$204K +$115K +1,260 +129%
RF
2036
Rossby Financial
Florida
$204K +$204K +2,239 New
ES
2037
ETF Store
Kansas
$204K +$1K +11 +0.5%
VBFP
2038
Valtinson Bruner Financial Planning
Minnesota
$204K +$4.84K +53 +2%
HCA
2039
Horan Capital Advisors
Ohio
$204K -$66.6K -730 -25%
CF
2040
Cantor Fitzgerald
New York
$203K +$203K +2,226 New
KC
2041
Kinloch Capital
Virginia
$203K – – –
RFN
2042
Redwood Financial Network
Ohio
$202K -$2.56K -28 -1%
BWL
2043
Bogart Wealth LLC
Virginia
$202K -$21.5K -236 -10%
VSQM
2044
V-Square Quantitative Management
Illinois
$202K -$8.76K -96 -4%
PGIM
2045
Pacific Global Investment Management
California
$201K -$2.75M -30,159 -93%
ATFA
2046
All Terrain Financial Advisors
Minnesota
$201K – – –
AIC
2047
Archer Investment Corporation
Indiana
$201K -$9.31K -102 -4%
ORAM
2048
One River Asset Management
Connecticut
$200K +$5.53K +61 +3%
PK
2049
Pflug Koory
Nebraska
$200K – – –
NRWA
2050
North Ridge Wealth Advisors
Oregon
$196K -$7.21K -79 -4%
80 81
82
83 84