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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
MWA
2176
Medallion Wealth Advisors
Connecticut
$63.6K +$66.7K +689 New
CCMI
2177
Creative Capital Management Investments
California
$63.4K
SCA
2178
Stuart Chaussee & Associates
California
$62.5K
KBFS
2179
Kohmann Bosshard Financial Services
Ohio
$62.4K +$66.1K +683 New
RDFA
2180
Ritter Daniher Financial Advisory
Ohio
$61.2K
AAG
2181
Armstrong Advisory Group
Massachusetts
$60.7K
SOW
2182
State of Wyoming
Wyoming
$60.5K -$46.8K -484 -42%
ACA
2183
American Capital Advisory
Idaho
$59.3K
C
2184
Covestor
United Kingdom
$59K -$7.35K -76 -11%
OCM
2185
Orion Capital Management
California
$58.3K +$61.8K +639 New
HGERS
2186
Householder Group Estate & Retirement Specialist
Arizona
$58K -$65.9K -681 -51%
GKIM
2187
GW&K Investment Management
Massachusetts
$58K +$387 +4 +0.6%
PCFFS
2188
Pacific Center for Financial Services
California
$57.7K -$774 -8 -1%
GEA
2189
Glen Eagle Advisors
New Jersey
$57.4K +$387 +4 +0.6%
RS
2190
Rakuten Securities
Japan
$57.2K -$24.1K -249 -28%
CTB
2191
Country Trust Bank
Illinois
$56.8K
GGI
2192
Godsey & Gibb Inc
Virginia
$56.1K -$76.9K -795 -56%
MAM
2193
Meeder Asset Management
Ohio
$56K -$3.39K -35 -5%
HIMS
2194
Hager Investment Management Services
New Hampshire
$55.7K +$59K +610 New
BONH
2195
Bank of New Hampshire
New Hampshire
$55.2K -$3.87K -40 -6%
FPF
2196
First Pacific Financial
Washington
$54.9K
APW
2197
Aventura Private Wealth
Florida
$54.7K +$58K +599 New
WWP
2198
WR Wealth Planners
Missouri
$54.4K -$20.3K -210 -26%
BC
2199
Barrett & Company
Rhode Island
$52.9K
EPIME
2200
Evelyn Partners Investment Management (Europe)
$52.9K +$56.1K +580 New

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.