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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
OLVIG
2226
Oliver Lagore Vanvalin Investment Group
Michigan
$37.6K -$11.8K -122 -23%
HWM
2227
HighMark Wealth Management
Minnesota
$37K -$97 -1 -0.2%
KLWA
2228
Kelly Lawrence W & Associates
California
$36.5K
SWC
2229
Spectrum Wealth Counsel
Indiana
$36.5K
SA
2230
SRH Advisors
Kansas
$36.5K
CWM
2231
Centricity Wealth Management
Ohio
$36.5K +$38.7K +400 New
FCG
2232
Financial Connections Group
California
$36K
MWM
2233
Mascoma Wealth Management
New Hampshire
$35.9K +$5.8K +60 +18%
RCM
2234
Raleigh Capital Management
North Carolina
$35.8K -$7.74K -80 -17%
BFPW
2235
BOK Financial Private Wealth
Colorado
$35.7K +$2.23K +23 +6%
BIA
2236
Bell Investment Advisors
California
$34.9K -$774 -8 -2%
EA
2237
Evolution Advisers
Virginia
$34K
Q1WB
2238
Quest 10 Wealth Builders
Virginia
$33.3K +$35.3K +365 New
FCT
2239
First Community Trust
Iowa
$33.1K
ZC
2240
Zeit Capital
Colorado
$33.1K
OC
2241
Oarsman Capital
Wisconsin
$33K -$3.77K -39 -10%
CA
2242
Centerpoint Advisors
Massachusetts
$33K
MTIC
2243
Missouri Trust & Investment Company
Missouri
$31.9K -$2.42K -25 -7%
KI
2244
Kapitalo Investimentos
Brazil
$31.8K +$33.8K +349 New
PCA
2245
PMV Capital Advisers
Texas
$31.7K +$33.6K +347 New
NMG
2246
New Millennium Group
Utah
$30.5K -$4.74K -49 -13%
CIR
2247
Clear Investment Research
Georgia
$30.2K
MIM
2248
Marshall Investment Management
Colorado
$30.2K +$29.9K +309 New
NWMP
2249
Noble Wealth Management PBC
Colorado
$29.9K +$31.7K +328 New
DF
2250
DecisionPoint Financial
Arizona
$29.7K

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.