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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
AWM
2026
AllSquare Wealth Management
New York
$216K -$20.7K -200 -8%
VBFP
2027
Valtinson Bruner Financial Planning
Minnesota
$216K -$3.52K -34 -2%
HA
2028
Herold Advisors
New York
$215K +$226K +2,190 New
PK
2029
Pflug Koory
Nebraska
$215K
HL
2030
HeadInvest LLC
Maine
$215K +$226K +2,187 New
MA
2031
MBA Advisors
Pennsylvania
$214K +$226K +2,182 New
HA
2032
Helium Advisors
Washington
$213K -$15.8K -153 -7%
PAM
2033
Pacific Asset Management
Washington
$212K +$224K +2,164 New
5SA
2034
5th Street Advisors
Connecticut
$212K +$223K +2,160 New
HCA
2035
Harbour Capital Advisors
Virginia
$212K
PPWM
2036
Paragon Private Wealth Management
Kentucky
$212K +$223K +2,158 New
NRWA
2037
North Ridge Wealth Advisors
Oregon
$211K
ANB
2038
Amarillo National Bank
Texas
$211K +$222K +2,149 New
JF
2039
JSF Financial
California
$210K -$19K -184 -8%
OFP
2040
OFC Financial Planning
New Jersey
$210K +$222K +2,144 New
FHB
2041
First Hawaiian Bank
Hawaii
$210K -$932K -9,019 -81%
TWM
2042
Tradition Wealth Management
Minnesota
$210K +$221K +2,142 New
AIS
2043
AM Investment Strategies
Tennessee
$210K +$222K +2,143 New
SHFA
2044
SS&H Financial Advisors
Michigan
$210K +$222K +2,144 New
EMAM
2045
Encompass More Asset Management
California
$209K -$27.2K -263 -11%
PL
2046
Plancorp LLC
Missouri
$209K -$84.5K -817 -28%
CFG
2047
Cooper Financial Group
California
$209K +$220K +2,126 New
OWA
2048
Opal Wealth Advisors
New York
$208K +$219K +2,120 New
SA
2049
Strategic Advisors
New York
$208K -$34.8K -337 -14%
OPCM
2050
Osborne Partners Capital Management
California
$208K +$219K +2,117 New

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.