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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
RWA
2051
Redhawk Wealth Advisors
Minnesota
$206K -$5.32K -55 -2%
AT
2052
Avalon Trust
New Mexico
$206K -$58K -600 -21%
RFA
2053
ROI Financial Advisors
Oregon
$206K -$100K -1,034 -31%
CLOS
2054
Compagnie Lombard Odier SCmA
Switzerland
$204K +$122K +1,260 +129%
RF
2055
Rossby Financial
Florida
$204K +$217K +2,239 New
ES
2056
ETF Store
Kansas
$204K +$1.06K +11 +0.5%
VBFP
2057
Valtinson Bruner Financial Planning
Minnesota
$204K +$5.13K +53 +2%
HCA
2058
Horan Capital Advisors
Ohio
$204K -$70.6K -730 -25%
CF
2059
Cantor Fitzgerald
New York
$203K +$215K +2,226 New
KC
2060
Kinloch Capital
Virginia
$203K
RFN
2061
Redwood Financial Network
Ohio
$202K -$2.71K -28 -1%
BWL
2062
Bogart Wealth LLC
Virginia
$202K -$22.8K -236 -10%
VSQM
2063
V-Square Quantitative Management
Illinois
$202K -$9.29K -96 -4%
PGIM
2064
Pacific Global Investment Management
California
$201K -$2.92M -30,159 -93%
ATFA
2065
All Terrain Financial Advisors
Minnesota
$201K
AIC
2066
Archer Investment Corporation
Indiana
$201K -$9.87K -102 -4%
ORAM
2067
One River Asset Management
Connecticut
$200K +$5.9K +61 +3%
PK
2068
Pflug Koory
Nebraska
$200K
NRWA
2069
North Ridge Wealth Advisors
Oregon
$196K -$7.64K -79 -4%
HDIM
2070
Hanson & Doremus Investment Management
Vermont
$193K -$51.5K -532 -20%
BSC
2071
Brown Shipley & Co
United Kingdom
$191K
CFG
2072
CKW Financial Group
Hawaii
$190K
HBT
2073
Hills Bank & Trust
Iowa
$190K +$3.19K +33 +2%
MMCM
2074
Murphy & Mullick Capital Management
New York
$188K +$200K +2,063 New
CT
2075
Coastline Trust
Rhode Island
$188K -$31K -320 -13%

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.