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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
MCM
2076
MV Capital Management
Maryland
$187K -$16K -165 -7%
PAG
2077
Paladin Advisory Group
Iowa
$184K
OWP
2078
ORG Wealth Partners
Texas
$183K
CFD
2079
Creative Financial Designs
Indiana
$183K -$20.2K -209 -9%
BGAI
2080
Bruce G. Allen Investments
Colorado
$182K +$6.97K +72 +4%
GIM
2081
Generali Investments Management
Slovenia
$182K +$193K +1,990 New
CSPIA
2082
Cary Street Partners Investment Advisory
Virginia
$181K -$1.46M -15,083 -88%
Kayne Anderson Rudnick Investment Management
2083
Kayne Anderson Rudnick Investment Management
California
$178K -$4.53M -46,774 -96%
RS
2084
R Squared
Hong Kong
$172K +$182K +1,880 New
DWA
2085
Dougherty Wealth Advisers
Minnesota
$171K
OP
2086
ORG Partners
Indiana
$170K +$19.5K +202 +12%
MA
2087
MCF Advisors
Kentucky
$168K +$29.7K +307 +20%
CFS
2088
CGC Financial Services
Oregon
$166K
AW
2089
Avion Wealth
Texas
$162K +$21.3K +220 +14%
RI
2090
Ridgewood Investments
New Jersey
$161K
LWANC
2091
Laurel Wealth Advisors (North Carolina)
North Carolina
$156K -$29K -300 -15%
USB
2092
Union Savings Bank
Connecticut
$154K -$7.26K -75 -4%
GFPC
2093
Global Financial Private Client
Florida
$149K -$2.61K -27 -2%
HNB
2094
Hilltop National Bank
Wyoming
$149K
LI
2095
LRI Investments
Florida
$147K -$12.9K -133 -8%
SCM
2096
Silvant Capital Management
Georgia
$146K
SWM
2097
Sugarloaf Wealth Management
Georgia
$146K +$6.38K +66 +4%
LIA
2098
Luken Investment Analytics
Tennessee
$146K
CWM
2099
Compass Wealth Management
Connecticut
$146K
GBT
2100
Grove Bank & Trust
Florida
$145K +$18.3K +189 +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.