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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
CCA
2201
Criterion Capital Advisors
Tennessee
$52K
FNWA
2202
Financial Network Wealth Advisors
Utah
$51.6K -$333K -3,440 -86%
CCM
2203
Chilton Capital Management
Texas
$51.3K -$12.8K -132 -19%
FGA
2204
Fortis Group Advisors
New Jersey
$51.1K
FS
2205
Financially Speaking
Colorado
$49.5K +$52.4K +542 New
CTA
2206
Colonial Trust Advisors
South Carolina
$48.8K -$16.4K -170 -24%
FFA
2207
Fairfield Financial Advisors
Massachusetts
$48.7K +$290 +3 +0.6%
ACM
2208
Anfield Capital Management
California
$48.5K +$7.06K +73 +16%
KA
2209
Kozak & Associates
Colorado
$48.1K +$1.35K +14 +3%
MCM
2210
Mainstream Capital Management
California
$47.2K +$50K +517 New
MBFW
2211
Morton Brown Family Wealth
Pennsylvania
$46.1K +$14.9K +154 +44%
POIA
2212
Pin Oak Investment Advisors
Texas
$46K
CSWM
2213
Cassady Schiller Wealth Management
Ohio
$45.7K +$5.22K +54 +12%
WFA
2214
West Financial Advisors
Iowa
$45.4K
BMC
2215
Bear Mountain Capital
Washington
$45.1K
AWM
2216
Accredited Wealth Management
Kentucky
$44.4K +$47.1K +487 New
FWM
2217
FSA Wealth Management
Massachusetts
$43.8K -$1.94K -20 -4%
AT
2218
Arlington Trust
Alabama
$43.6K
WWM
2219
Wolff Wiese Magana
California
$42.9K -$6.77K -70 -13%
EPAM
2220
Evelyn Partners Asset Management
$42.4K +$45K +465 New
BCWM
2221
Ball & Co Wealth Management
Tennessee
$41K +$43.8K +453 New
CWM
2222
Consultiva Wealth Management
Puerto Rico
$40.5K +$43K +444 New
AP
2223
Aspect Partners
Virginia
$39.8K -$1.84K -19 -4%
DIP
2224
DT Investment Partners
Pennsylvania
$39.1K
CYG
2225
Clean Yield Group
Vermont
$38K

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.