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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
TFIPS
2126
Towarzystwo Funduszy Inwestycyjnych PZU SA
$111K +$29K +300 +33%
TAM
2127
Tucker Asset Management
Colorado
$105K -$41.5K -429 -27%
LWA
2128
Lowe Wealth Advisors
Maryland
$104K +$3.1K +32 +3%
HBW
2129
Hazlett, Burt & Watson
West Virginia
$100K +$97 +1 +0.1%
SL
2130
Salomon & Ludwin
Virginia
$99.2K -$2.61K -27 -2%
CWM
2131
CarsonAllaria Wealth Management
Illinois
$99.1K -$12.6K -130 -11%
DWM
2132
Darwin Wealth Management
Florida
$97.1K -$80.9K -836 -44%
MTC
2133
Matrix Trust Company
Colorado
$97K +$88.4K +914 +605%
HRC
2134
Hoertkorn Richard Charles
$95.8K -$9.67K -100 -9%
EPIMS
2135
Evelyn Partners Investment Management Services
$94.6K +$100K +1,037 New
FF
2136
Finley Financial
Nevada
$93.8K +$97.5K +1,008 New
PPA
2137
Painted Porch Advisors
California
$93K +$6K +62 +6%
XC
2138
XY Capital
Hong Kong
$93K +$98.6K +1,019 New
FDCP
2139
Foster Dykema Cabot & Partners
Massachusetts
$92.5K +$9.38K +97 +11%
GG
2140
Gleason Group
Kentucky
$92.4K +$580 +6 +0.6%
W
2141
WealthCollab
Washington
$91.3K -$19.3K -200 -17%
SIS
2142
Strategic Investment Solutions
Illinois
$91K +$55.3K +572 +145%
KWAG
2143
Kiely Wealth Advisory Group
North Carolina
$90.6K
FC
2144
Fairscale Capital
New Hampshire
$88.6K -$25.2K -260 -21%
MFG
2145
Menard Financial Group
Texas
$86.8K +$92K +951 New
PWMG
2146
Private Wealth Management Group
New Jersey
$85.1K +$484 +5 +0.5%
HWM
2147
Hemington Wealth Management
Virginia
$84K +$7.55K +78 +9%
OCM
2148
Osterweis Capital Management
California
$84K
MLA
2149
MB, Levis & Associates
Pennsylvania
$83.7K +$290 +3 +0.3%
YAL
2150
Your Advocates Ltd
Texas
$83.4K

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.