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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
OPTFSNA
2101
Old Point Trust & Financial Services N A
Virginia
$143K
GJIA
2102
Glass Jacobson Investment Advisors
Maryland
$142K +$20.1K +208 +15%
HCP
2103
Hexagon Capital Partners
Arkansas
$141K +$4.64K +48 +3%
RA
2104
Rise Advisors
New York
$139K +$1.45K +15 +1%
MFC
2105
Mechanics Financial Corp
Ohio
$138K -$80.3K -830 -35%
PP
2106
Pingora Partners
Wyoming
$137K
SSG
2107
Summit Securities Group
New York
$135K +$143K +1,479 New
EBA
2108
Eagle Bay Advisors
New York
$134K -$17.1K -177 -11%
BHWM
2109
Beaird Harris Wealth Management
Texas
$133K +$22.3K +230 +19%
BT
2110
Banque Transatlantique
France
$131K +$140K +1,444 New
BIM
2111
Breakwater Investment Management
Washington
$129K -$2.52K -26 -2%
WI
2112
Wintrust Investments
Illinois
$128K +$9.09K +94 +7%
PMFA
2113
Plante Moran Financial Advisors
Michigan
$127K -$21K -217 -13%
JSAM
2114
J. Safra Asset Management
New York
$127K +$55.9K +578 +71%
PEAK6
2115
PEAK6
Illinois
$126K +$134K +1,381 New
CWP
2116
Concord Wealth Partners
Virginia
$121K -$46.9K -485 -27%
WPWM
2117
Western Pacific Wealth Management
Illinois
$121K
PC
2118
Promus Capital
Illinois
$121K +$128K +1,322 New
ECM
2119
Elgethun Capital Management
South Dakota
$120K +$19.1K +197 +18%
BAM
2120
Byrne Asset Management
New Jersey
$118K -$13.5K -140 -10%
ATC
2121
Advantage Trust Company
Kansas
$118K
WTFG
2122
Wood Tarver Financial Group
Idaho
$117K +$125K +1,288 New
NCM
2123
Northwest Capital Management
Oregon
$116K
WSC
2124
Wellington Shields & Co
New York
$115K +$9.67K +100 +9%
FA
2125
Fedenia Advisers
Wisconsin
$113K +$120K +1,239 New

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.