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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
Optiver Holding
2151
Optiver Holding
Netherlands
$83.1K +$3.77K +39 +4%
CAS
2152
Coppell Advisory Solutions
Texas
$82.8K +$6.97K +72 +9%
DFA
2153
DHJJ Financial Advisors
Illinois
$81.7K -$19.3K -200 -18%
TIM
2154
Tortoise Investment Management
New York
$80.2K
CCA
2155
Catalyst Capital Advisors
New York
$79.8K -$87.5K -904 -51%
KIM
2156
Kestra Investment Management
Texas
$79.5K +$84.3K +871 New
BCMLT
2157
Beacon Capital Management LLC (Tennessee)
Tennessee
$75.3K -$4.16K -43 -5%
GTAM
2158
Global Trust Asset Management
Florida
$73.8K -$26.6K -275 -25%
EWP
2159
Elevation Wealth Partners
California
$73.8K
MHIP
2160
Mountain Hill Investment Partners
New Jersey
$73K +$77.4K +800 New
OW
2161
Olistico Wealth
Oklahoma
$72K +$50.3K +520 +193%
PSB
2162
Piscataqua Savings Bank
New Hampshire
$71.6K -$19.3K -200 -20%
PWS
2163
Peterson Wealth Services
Utah
$71.6K +$387 +4 +0.5%
AWM
2164
Abound Wealth Management
Tennessee
$70.7K +$15.1K +156 +25%
CNBTD
2165
Citizens National Bank Trust Department
Mississippi
$68.9K
CT
2166
Colonial Trust
South Carolina
$68.7K -$175K -1,804 -71%
WB
2167
Webster Bank
Connecticut
$68.4K
FMTCOCP
2168
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K -$29K -300 -29%
PFG
2169
Putney Financial Group
California
$67.1K +$71.1K +735 New
TCG
2170
Transcendent Capital Group
Oklahoma
$66.7K +$193 +2 +0.3%
KTC
2171
Kentucky Trust Company
Kentucky
$66.6K +$70.6K +730 New
PWMG
2172
Prestige Wealth Management Group
New Jersey
$66.2K
CJL
2173
Cyrus J. Lawrence
New York
$66K
TF
2174
Tompkins Financial
New York
$65.2K -$32K -331 -32%
1IA
2175
1620 Investment Advisors
Massachusetts
$63.7K +$8.61K +89 +15%

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.