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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
CCMW
2251
Cypress Capital Management (Wyoming)
Wyoming
$29.6K
AWM
2252
Atticus Wealth Management
Florida
$29.2K
SC
2253
Solstein Capital
California
$29K
WAG
2254
Wiser Advisor Group
Arizona
$28.1K +$193 +2 +0.7%
T
2255
Tidemark
California
$27.4K
MWA
2256
Moser Wealth Advisors
Washington
$27.4K
SR
2257
Syntax Research
Florida
$27.4K
RCA
2258
Runnymede Capital Advisors
Ohio
$27.4K +$29K +300 New
KPP
2259
Kings Path Partners
Texas
$27K
LB
2260
Legacy Bridge
Iowa
$26.9K
CF
2261
Collier Financial
Colorado
$26.5K +$28.2K +291 New
DAM
2262
Delta Asset Management
Tennessee
$25.9K
GK
2263
Graney & King
New York
$25.7K +$27.2K +281 New
RTL
2264
Red Tortoise LLC
Georgia
$25.2K
TCPG
2265
Trivant Custom Portfolio Group
California
$25.1K
FLP
2266
Financial Life Planners
Arizona
$25K +$26.5K +274 New
CPG
2267
Cornerstone Planning Group
New Jersey
$25K +$2.71K +28 +13%
UOTTAIMCU
2268
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$24.7K +$26.2K +271 New
HWA
2269
HHM Wealth Advisors
Tennessee
$24.5K +$2.9K +30 +13%
FW
2270
Fairway Wealth
Ohio
$24K +$12.7K +131 +99%
APW
2271
Acima Private Wealth
Virginia
$23.8K
TCM
2272
TD Capital Management
Tennessee
$23.4K +$193 +2 +0.8%
IFS
2273
Intelligent Financial Strategies
Minnesota
$23.2K
CH
2274
Canton Hathaway
Rhode Island
$23K
CWM
2275
Cranbrook Wealth Management
Michigan
$22.8K

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.