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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
NCM
2101
Northwest Capital Management
Oregon
$154K +$31K +300 +24%
XC
2102
XY Capital
Hong Kong
$153K +$55.5K +537 +53%
WSCM
2103
Wellington Shields Capital Management
New York
$153K -$155K -1,500 -49%
BFPW
2104
BOK Financial Private Wealth
Colorado
$151K +$119K +1,150 +294%
RA
2105
Rise Advisors
New York
$151K +$2.07K +20 +1%
RF
2106
Rossby Financial
Florida
$149K -$47.6K -460 -21%
BHWM
2107
Beaird Harris Wealth Management
Texas
$144K +$1.24K +12 +0.8%
HCP
2108
Hexagon Capital Partners
Arkansas
$144K -$7.86K -76 -5%
GJIA
2109
Glass Jacobson Investment Advisors
Maryland
$142K
BT
2110
Banque Transatlantique
France
$142K
WTFG
2111
Wood Tarver Financial Group
Idaho
$140K +$14.2K +137 +11%
BIM
2112
Breakwater Investment Management
Washington
$139K
MTC
2113
Matrix Trust Company
Colorado
$135K +$32.6K +315 +30%
CLOS
2114
Compagnie Lombard Odier SCmA
Switzerland
$133K -$91.8K -888 -40%
CAM
2115
Costello Asset Management
Pennsylvania
$131K +$129K +1,245 +1,383%
WPWM
2116
Western Pacific Wealth Management
Illinois
$130K
PC
2117
Promus Capital
Illinois
$128K -$1.45K -14 -1%
ATC
2118
Advantage Trust Company
Kansas
$127K
WSC
2119
Wellington Shields & Co
New York
$124K
TFIPS
2120
Towarzystwo Funduszy Inwestycyjnych PZU SA
$120K
HIIFS
2121
Harel Insurance Investments & Financial Services
Israel
$113K +$119K +1,154 New
LWA
2122
Lowe Wealth Advisors
Maryland
$112K
ECM
2123
Elgethun Capital Management
South Dakota
$109K -$20.4K -197 -15%
CWM
2124
CarsonAllaria Wealth Management
Illinois
$108K +$1.24K +12 +1%
PWMG
2125
Private Wealth Management Group
New Jersey
$104K +$12.8K +124 +13%

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.