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Starbucks
SBUX

Overview Fund Activity

2,375 hedge funds and large institutions have $81.8B invested in Starbucks in 2024 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 779 increasing their positions, 1,077 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,375
Holders Change
+62
Holders Change %
+2.68%
% of All Funds
31.61%
Holding in Top 10
26
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-23.53%
% of All Funds
0.35%
New
271
Increased
779
Reduced
1,077
Closed
168
Calls
$3.89B
Puts
$2.91B
Net Calls
+$975M
Net Calls Change
+$234M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$837M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$488M
3
Citadel Advisors
Citadel Advisors
Florida
+$434M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$336M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$325M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$409M
2
Bank of America
Bank of America
North Carolina
-$390M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$359M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$330M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$300M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
2126
Private Wealth Management Group
New Jersey
$85.1K +$456 +5 +0.5%
HWM
2127
Hemington Wealth Management
Virginia
$84K +$7.06K +78 +9%
OCM
2128
Osterweis Capital Management
California
$84K – – –
MLA
2129
MB, Levis & Associates
Pennsylvania
$83.7K +$274 +3 +0.3%
YAL
2130
Your Advocates Ltd
Texas
$83.4K – – –
Optiver Holding
2131
Optiver Holding
Netherlands
$83.1K +$3.56K +39 +4%
CAS
2132
Coppell Advisory Solutions
Texas
$82.8K +$6.58K +72 +9%
DFA
2133
DHJJ Financial Advisors
Illinois
$81.7K -$18.3K -200 -18%
TIM
2134
Tortoise Investment Management
New York
$80.2K – – –
CCA
2135
Catalyst Capital Advisors
New York
$79.8K -$82.5K -904 -51%
KIM
2136
Kestra Investment Management
Texas
$79.5K +$79.5K +871 New
BCMLT
2137
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.3K -$3.92K -43 -5%
GTAM
2138
Global Trust Asset Management
Florida
$73.8K -$25.1K -275 -25%
EWP
2139
Elevation Wealth Partners
California
$73.8K – – –
MHIP
2140
Mountain Hill Investment Partners
New Jersey
$73K +$73K +800 New
OW
2141
Olistico Wealth
Oklahoma
$72K +$47.5K +520 +193%
PSB
2142
Piscataqua Savings Bank
New Hampshire
$71.6K -$18.3K -200 -20%
PWS
2143
Peterson Wealth Services
Utah
$71.6K +$365 +4 +0.5%
AWM
2144
Abound Wealth Management
Tennessee
$70.7K +$14.2K +156 +25%
CNBTD
2145
Citizens National Bank Trust Department
Mississippi
$68.9K – – –
CT
2146
Colonial Trust
South Carolina
$68.7K -$165K -1,804 -71%
WB
2147
Webster Bank
Connecticut
$68.4K – – –
FMTCOCP
2148
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K -$27.2K -300 -29%
PFG
2149
Putney Financial Group
California
$67.1K +$67.1K +735 New
TCG
2150
Transcendent Capital Group
Oklahoma
$66.7K +$182 +2 +0.3%
84 85
86
87 88