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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 %
CWM
2251
Cranbrook Wealth Management
Michigan
$22.8K – – –
AG
2252
AmeriFlex Group
Nevada
$22.7K +$22.7K +211 New
PGAM
2253
Princeton Global Asset Management
New Jersey
$22.4K -$18.6K -204 -45%
MIFH
2254
Migdal Insurance & Financial Holdings
Israel
$22K +$22K +241 New
CWC
2255
Carolinas Wealth Consulting
North Carolina
$21.5K -$59.3K -652 -73%
CB
2256
Centennial Bank
Arkansas
$21.1K – – –
CWA
2257
Carolina Wealth Advisors
South Carolina
$21K -$6.66K -73 -24%
GWM
2258
Guardian Wealth Management
Illinois
$20.5K -$182 -2 -0.9%
BTD
2259
BankPlus Trust Department
Mississippi
$20.3K +$20.3K +222 New
FDW
2260
Fourth Dimension Wealth
Ohio
$20.1K +$20.1K +220 New
MRP
2261
Measured Risk Portfolios
California
$20.1K +$20.1K +220 New
RF
2262
Roxbury Financial
New Jersey
$20K +$20K +195 New
PP
2263
PrairieView Partners
Minnesota
$19K – – –
AP
2264
Atwood & Palmer
Missouri
$18.9K – – –
MSWM
2265
Mowery & Schoenfeld Wealth Management
Illinois
$18.9K +$18.9K +207 New
DRS
2266
Deane Retirement Strategies
Louisiana
$18.8K – – –
ECM
2267
Estabrook Capital Management
New York
$18.7K – – –
DRP
2268
Decker Retirement Planning
Utah
$18.5K +$18.5K +203 New
APW
2269
Atlantic Private Wealth
North Carolina
$18.3K – – –
FWA
2270
Flagship Wealth Advisors
Massachusetts
$18.3K +$18.3K +200 New
UIA
2271
Ulland Investment Advisors
Minnesota
$18K – – –
OAJ
2272
Ogorek Anthony Joseph
New York
$18K +$89 +1 +0.5%
WWA
2273
Wingate Wealth Advisors
Massachusetts
$17.8K +$17.8K +195 New
RAM
2274
Riggs Asset Management
Pennsylvania
$17.8K – – –
T
2275
Transce3nd
Texas
$17.5K +$17.5K +192 New
89 90
91
92 93