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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 %
WWP
2176
WR Wealth Planners
Missouri
$54.4K -$19.2K -210 -26%
BC
2177
Barrett & Company
Rhode Island
$52.9K – – –
CCA
2178
Criterion Capital Advisors
Tennessee
$52K – – –
FNWA
2179
Financial Network Wealth Advisors
Utah
$51.6K -$314K -3,440 -86%
CCM
2180
Chilton Capital Management
Texas
$51.3K -$12K -132 -19%
FGA
2181
Fortis Group Advisors
New Jersey
$51.1K – – –
FS
2182
Financially Speaking
Colorado
$49.5K +$49.5K +542 New
CTA
2183
Colonial Trust Advisors
South Carolina
$48.8K -$15.5K -170 -24%
FFA
2184
Fairfield Financial Advisors
Massachusetts
$48.7K +$274 +3 +0.6%
ACM
2185
Anfield Capital Management
California
$48.5K +$6.66K +73 +16%
KA
2186
Kozak & Associates
Colorado
$48.1K +$1.3K +14 +3%
MCM
2187
Mainstream Capital Management
California
$47.2K +$47.2K +517 New
MBFW
2188
Morton Brown Family Wealth
Pennsylvania
$46.1K +$14K +154 +44%
POIA
2189
Pin Oak Investment Advisors
Texas
$46K – – –
CSWM
2190
Cassady Schiller Wealth Management
Ohio
$45.7K +$4.93K +54 +12%
WFA
2191
West Financial Advisors
Iowa
$45.4K – – –
BMC
2192
Bear Mountain Capital
Washington
$45.1K – – –
AWM
2193
Accredited Wealth Management
Kentucky
$44.4K +$44.4K +487 New
FWM
2194
FSA Wealth Management
Massachusetts
$43.8K -$1.83K -20 -4%
AT
2195
Arlington Trust
Alabama
$43.6K – – –
WWM
2196
Wolff Wiese Magana
California
$42.9K -$6.38K -70 -13%
BCWM
2197
Ball & Co Wealth Management
Tennessee
$41K +$41K +453 New
CWM
2198
Consultiva Wealth Management
Puerto Rico
$40.5K +$40.5K +444 New
AP
2199
Aspect Partners
Virginia
$39.8K -$1.74K -19 -4%
DIP
2200
DT Investment Partners
Pennsylvania
$39.1K – – –
86 87
88
89 90