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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
AG
2276
AmeriFlex Group
Nevada
$22.7K +$20.4K +211 New
PGAM
2277
Princeton Global Asset Management
New Jersey
$22.4K -$19.7K -204 -45%
MIFH
2278
Migdal Insurance & Financial Holdings
Israel
$22K +$23.3K +241 New
CWC
2279
Carolinas Wealth Consulting
North Carolina
$21.5K -$63.1K -652 -73%
CB
2280
Centennial Bank
Arkansas
$21.1K
CWA
2281
Carolina Wealth Advisors
South Carolina
$21K -$7.06K -73 -24%
GWMI
2282
Guardian Wealth Management (Illinois)
Illinois
$20.5K -$193 -2 -0.9%
BTD
2283
BankPlus Trust Department
Mississippi
$20.3K +$21.5K +222 New
FDW
2284
Fourth Dimension Wealth
Ohio
$20.1K +$21.3K +220 New
MRP
2285
Measured Risk Portfolios
California
$20.1K +$21.3K +220 New
RF
2286
Roxbury Financial
New Jersey
$20K +$18.9K +195 New
PP
2287
PrairieView Partners
Minnesota
$19K
AP
2288
Atwood & Palmer
Missouri
$18.9K
MSWM
2289
Mowery & Schoenfeld Wealth Management
Illinois
$18.9K +$20K +207 New
DRS
2290
Deane Retirement Strategies
Louisiana
$18.8K
ECM
2291
Estabrook Capital Management
New York
$18.7K
DRP
2292
Decker Retirement Planning
Utah
$18.5K +$19.6K +203 New
APW
2293
Atlantic Private Wealth
North Carolina
$18.3K
FWA
2294
Flagship Wealth Advisors
Massachusetts
$18.3K +$19.3K +200 New
UIA
2295
Ulland Investment Advisors
Minnesota
$18K
OAJ
2296
Ogorek Anthony Joseph
New York
$18K +$97 +1 +0.5%
WWA
2297
Wingate Wealth Advisors
Massachusetts
$17.8K +$18.9K +195 New
RAM
2298
Riggs Asset Management
Pennsylvania
$17.8K
T
2299
Transce3nd
Texas
$17.5K +$18.6K +192 New
CJ
2300
Caitlin John
Michigan
$17.3K

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.